Arrivals at Usaa Financial Planning Services

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

Advisor	From	To	Type	Left	Registered
Martha Murphy Lord	RBC Capital Markets, LLC national BD	Usaa Financial Planning Services no RAUM	Other	Sep 24, 2015	Oct 20, 2015
Gus Miller Mask	Lawing Financial Inc other	Usaa Financial Planning Services no RAUM	Other	Sep 14, 2015	Dec 22, 2015 (99 d)
Edward Mckay Felt	Advisors Asset Management, Inc. other	Usaa Financial Planning Services no RAUM	Other	Aug 18, 2015	Jul 29, 2016 (346 d)
Marc Stephen Thiltgen	Securian Financial Services, Inc. other	Usaa Financial Planning Services no RAUM	Other	Aug 17, 2015	Sep 1, 2016 (381 d)
Kenneth Thomas Geraghty	Eagle Strategies LLC other	Usaa Financial Planning Services no RAUM	Other	Aug 14, 2015	Sep 11, 2015
Lee W Northern	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Usaa Financial Planning Services no RAUM	Other	Aug 12, 2015	Aug 25, 2015
John Allen Pilkinton	Edward Jones national BD	Usaa Financial Planning Services no RAUM	Other	Aug 7, 2015	Nov 25, 2015 (110 d)
Jennifer Johnson Meredith	LPL Financial LLC other	Usaa Financial Planning Services no RAUM	Other	Jul 23, 2015	Dec 11, 2015 (141 d)
Tiaudra Riley Shaw	Suntrust Investment Services, Inc. other	Usaa Financial Planning Services no RAUM	Other	May 8, 2015	Jul 30, 2015 (83 d)
Alexandros P Terzis	Edelman Financial Engines other	Usaa Financial Planning Services no RAUM	Other	Mar 11, 2015	May 8, 2015 (58 d)
Robert Timothy Gump	Ameriprise Financial Services, LLC national BD	Usaa Financial Planning Services no RAUM	Other	Mar 10, 2015	Aug 5, 2016 (514 d)
Bret Michael Ptack	LPL Financial LLC other	Usaa Financial Planning Services no RAUM	Other	Feb 27, 2015	Apr 8, 2015 (40 d)
Michelle Elise Boyer	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Usaa Financial Planning Services no RAUM	Other	Feb 27, 2015	Apr 24, 2015 (56 d)
Christopher Lai	Strategic Advisers LLC national BD	Usaa Financial Planning Services no RAUM	Other	Feb 24, 2015	Mar 4, 2015
Sanel Duranovic	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Usaa Financial Planning Services no RAUM	Other	Feb 24, 2015	Apr 21, 2015 (56 d)
Christopher Foster	Wells Fargo Advisors wirehouse	Usaa Financial Planning Services no RAUM	Other	Feb 18, 2015	Mar 5, 2015
William Lee Dale	Pnc Wealth Management other	Usaa Financial Planning Services no RAUM	Other	Feb 12, 2015	Mar 25, 2015 (41 d)
Richard Alan Poligala	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Usaa Financial Planning Services no RAUM	Other	Feb 11, 2015	Feb 25, 2015
Timothy S Brady	Edward Jones national BD	Usaa Financial Planning Services no RAUM	Other	Feb 9, 2015	Mar 9, 2015
Charles Stephon Coleman	Charles Schwab & Co., Inc. national BD	Usaa Financial Planning Services no RAUM	Other	Feb 6, 2015	Mar 26, 2015 (48 d)
Michael Mclellan	Strategic Advisers LLC national BD	Usaa Financial Planning Services no RAUM	Other	Feb 4, 2015	Nov 7, 2017 (1007 d)
Nicholas Ryan Mercer	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Usaa Financial Planning Services no RAUM	Other	Feb 3, 2015	Mar 20, 2015 (45 d)
Ryan Paul Fischer	Equitable Advisors, LLC national BD	Usaa Financial Planning Services no RAUM	Other	Jan 29, 2015	Mar 25, 2015 (55 d)
James Cox	Edward Jones national BD	Usaa Financial Planning Services no RAUM	Other	Jan 20, 2015	Mar 10, 2015 (49 d)
Reginald Lawrene Green	Edward Jones national BD	Usaa Financial Planning Services no RAUM	Other	Jan 16, 2015	Mar 12, 2015 (55 d)
James Walter Quaider	J.P. Morgan Securities LLC wirehouse	Usaa Financial Planning Services no RAUM	Other	Jan 7, 2015	Mar 13, 2015 (65 d)
Ashley Reyes Anne Pribble	Waddell & Reed other	Usaa Financial Planning Services no RAUM	Other	Jan 6, 2015	Jan 13, 2015
Dante John Marzetta	Strategic Advisers LLC national BD	Usaa Financial Planning Services no RAUM	Other	Jan 2, 2015	Mar 3, 2015 (60 d)
Marilyn Leslie Milne	Ameritas Advisory Services other	Usaa Financial Planning Services no RAUM	Other	Dec 19, 2014	Jan 21, 2015 (33 d)
Stephen A. Shepherd	Woodbury Financial Services, Inc. other	Usaa Financial Planning Services no RAUM	Other	Dec 18, 2014	Mar 2, 2015 (74 d)
Shawn Christjon Jensen	Morgan Stanley wirehouse	Usaa Financial Planning Services no RAUM	Other	Dec 17, 2014	Feb 6, 2015 (51 d)
Tiffani Leah Therrien	1st Global Advisors Inc other	Usaa Financial Planning Services no RAUM	Other	Dec 16, 2014	Jan 13, 2015
Max Joseph Elvrom	Edward Jones national BD	Usaa Financial Planning Services no RAUM	Other	Nov 25, 2014	Mar 27, 2015 (122 d)
Sary Benzvi	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Usaa Financial Planning Services no RAUM	Other	Nov 12, 2014	Dec 18, 2014 (36 d)
Gregory David Milewski	Morgan Stanley wirehouse	Usaa Financial Planning Services no RAUM	Other	Nov 6, 2014	Nov 20, 2014
Solomon Cartier	First Heartland Consultants, Inc. other	Usaa Financial Planning Services no RAUM	Other	Oct 31, 2014	Dec 22, 2014 (52 d)
Phillip Michael Kline	T. Rowe Price Advisory Services, Inc. no RAUM	Usaa Financial Planning Services no RAUM	Other	Oct 30, 2014	Nov 21, 2014
Nicholas John Dodds	Equitable Advisors, LLC national BD	Usaa Financial Planning Services no RAUM	Other	Oct 30, 2014	Nov 14, 2014
Kevin Robert Parkhill	Strategic Advisers LLC national BD	Usaa Financial Planning Services no RAUM	Other	Oct 28, 2014	Mar 6, 2015 (129 d)
Zain Khan	Pnc Wealth Management other	Usaa Financial Planning Services no RAUM	Other	Oct 28, 2014	Oct 31, 2014
Miguel Angel Saldana	T. Rowe Price Advisory Services, Inc. no RAUM	Usaa Financial Planning Services no RAUM	Other	Oct 24, 2014	Nov 21, 2014
Brian James Boccio	J.P. Morgan Securities LLC wirehouse	Usaa Financial Planning Services no RAUM	Other	Oct 21, 2014	Dec 12, 2014 (52 d)
Thomas Kirby	Cetera Investment Advisers LLC other	Usaa Financial Planning Services no RAUM	Other	Oct 20, 2014	Oct 28, 2014
Thaddaeus Andrew Money	Wells Fargo Advisors wirehouse	Usaa Financial Planning Services no RAUM	Other	Oct 20, 2014	Apr 8, 2015 (170 d)
Jose M Garza	Advice And Planning Services other	Usaa Financial Planning Services no RAUM	Other	Oct 9, 2014	Nov 21, 2014 (43 d)
Neal M Litton	First Command Financial Planning, Inc. other	Usaa Financial Planning Services no RAUM	Other	Oct 3, 2014	Mar 23, 2015 (171 d)
Kory David Lee	Morgan Stanley wirehouse	Usaa Financial Planning Services no RAUM	Other	Sep 30, 2014	Oct 29, 2014
Ryan Alexis Gonzales	Ameriprise Financial Services, LLC national BD	Usaa Financial Planning Services no RAUM	Other	Sep 29, 2014	Oct 10, 2014
Joshua Casper	Strategic Advisers LLC national BD	Usaa Financial Planning Services no RAUM	Other	Sep 26, 2014	Jan 12, 2015 (108 d)
Kenneth C. Petrashek	LPL Financial LLC other	Usaa Financial Planning Services no RAUM	Other	Sep 9, 2014	Sep 26, 2014
Scott Thacher Ross	Edward Jones national BD	Usaa Financial Planning Services no RAUM	Other	Aug 14, 2014	Nov 24, 2014 (102 d)
Clinton Paul Dosio	Cuso Financial Services, L.P. other	Usaa Financial Planning Services no RAUM	Other	Aug 11, 2014	Nov 12, 2014 (93 d)
Cynthia Mary Niesen	Citigroup Global Markets Inc. other	Usaa Financial Planning Services no RAUM	Other	Aug 7, 2014	Aug 20, 2014
Ryan Allen Curwick	Edward Jones national BD	Usaa Financial Planning Services no RAUM	Other	Aug 7, 2014	Sep 22, 2014 (46 d)
Jason Chian-Chih Su	Strategic Advisers LLC national BD	Usaa Financial Planning Services no RAUM	Other	Aug 5, 2014	Aug 22, 2014
Frank J C Joseph-Carl Gennaro	Charles Schwab & Co., Inc. national BD	Usaa Financial Planning Services no RAUM	Other	Aug 4, 2014	Sep 5, 2014 (32 d)
Ferris S J Ahn	Suntrust Investment Services, Inc. other	Usaa Financial Planning Services no RAUM	Other	Jul 25, 2014	Aug 15, 2014
Robert A. Plowman	Edward Jones national BD	Usaa Financial Planning Services no RAUM	Other	Jul 3, 2014	Nov 28, 2014 (148 d)
Steven Anthony Cecil	Bb&T Investment Services, Inc. no RAUM	Usaa Financial Planning Services no RAUM	Other	Jun 30, 2014	Sep 16, 2014 (78 d)
Kristina R Meisner	T. Rowe Price Advisory Services, Inc. no RAUM	Usaa Financial Planning Services no RAUM	Other	Jun 16, 2014	Jul 11, 2014

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589 moves match.