Advisor moves

Arrivals at Cetera Advisor Networks LLC

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.

AdvisorFromToTypeLeftRegistered
Joel Kent WilkinsonFirst Financial Equity Corporation BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 20, 2022Apr 20, 2022
James Richard ShaverFirst Financial Equity Corporation BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 20, 2022Apr 20, 2022
Pearley Hughes WellsFirst Financial Equity Corporation BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 20, 2022Apr 20, 2022
Reed Thomas RudkinFirst Financial Equity Corporation BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 20, 2022Apr 20, 2022
John P PageFirst Financial Equity Corporation BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 20, 2022Apr 20, 2022
Austen Joseph LeningerFirst Financial Equity Corporation BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 20, 2022Apr 20, 2022
Patrick Sinclair CavanaughLPL Financial LLC independent RIACetera Advisor Networks LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 18, 2022Mar 23, 2022
Nicholas Joel TilsonJ.P. Morgan Securities LLC wirehouseCetera Advisor Networks LLC BD affiliatedWirehouse to affiliated broker-dealer or bankApr 12, 2022Jun 29, 2022 (78 d)
Paula JuszczykD.A. Davidson & Co. independent RIACetera Advisor Networks LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 7, 2022May 2, 2022
Michael MeehanVoya Financial Partners, LLC no RAUMCetera Advisor Networks LLC BD affiliatedOtherApr 4, 2022Nov 9, 2022 (219 d)
Joseph Michael AllenEdward Jones national BDCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 24, 2022Mar 24, 2022
Blake William McginleyAssetmark, Inc. BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 22, 2022Nov 2, 2022 (225 d)
Jennifer Diane MantheyAmeriprise Financial Services, LLC national BDCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 17, 2022Apr 14, 2022
Douglas AllenCambridge Investment Research Advisors, Inc. BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 7, 2022Feb 23, 2022
David Allen CarterFirst Financial Equity Corporation BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 2, 2022Apr 21, 2022 (50 d)
Brian Timothy MagennisVoya Financial Advisors, Inc. BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 23, 2022Feb 10, 2022
Traci KurtzHilltop Securities Asset Management, LLC institutionalCetera Advisor Networks LLC BD affiliatedOtherFeb 18, 2022Mar 4, 2022
Jacob Ives FremgenKestra Advisory Services, LLC BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 17, 2022Mar 3, 2022
Michael Jacob DijakRaymond James Financial Services Advisors, Inc BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 7, 2022Feb 2, 2022
Heidi Reif-JonesEdward Jones national BDCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 25, 2022Feb 7, 2022
Michelle Karn HerickhoffCwm, LLC BD affiliatedCetera Advisor Networks LLC otherOtherJan 4, 2022Jan 29, 2018
Earl Anthony KnechtNapa Valley Wealth Management independent RIACetera Advisor Networks LLC otherOtherDec 31, 2021May 23, 2011
Shermicker Sheree GallowayJ.P. Morgan Securities LLC wirehouseCetera Advisor Networks LLC BD affiliatedWirehouse to affiliated broker-dealer or bankDec 31, 2021May 10, 2023 (495 d)
Mark Andrew MchenryJ.P. Morgan Securities LLC wirehouseCetera Advisor Networks LLC BD affiliatedWirehouse to affiliated broker-dealer or bankDec 31, 2021Apr 26, 2022 (116 d)
David Howard DouglasValic Financial Advisors, Inc. BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 22, 2021Jan 18, 2022
Dwayne David KellerKfg Wealth Management, LLC unclassifiedCetera Advisor Networks LLC otherOtherDec 21, 2021Jul 29, 2002
Ann ZlamalVoya Financial Advisors, Inc. BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 14, 2021Aug 10, 2021
Kellen S TaylorCarroll Financial Associates Inc independent RIACetera Advisor Networks LLC otherOtherDec 8, 2021Sep 9, 2011
Victor Sal AccaVoya Financial Advisors, Inc. BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 19, 2021Sep 17, 2021
George A BalocikPark Avenue Securities LLC BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 18, 2021Nov 5, 2021
Natallia Vladimirovna BatsukovaCetera Investment Advisers LLC BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 16, 2021May 20, 2021
Jeremy WilmesEquitable Advisors, LLC national BDCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 11, 2021Nov 30, 2022 (384 d)
James P DonahueUnited Capital Financial Advisors BD affiliatedCetera Advisor Networks LLC otherOtherOct 28, 2021Nov 1, 2017
Jodi Lee VawdreyOsaic Wealth, Inc. BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 25, 2021Oct 22, 2021
Alexander Joseph HearleyValic Financial Advisors, Inc. BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 5, 2021Oct 1, 2021
David KoifmanCetera Investment Advisers LLC BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 1, 2021Mar 17, 2021
Andrew DespotakisWealth Enhancement Advisory Services, LLC BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 28, 2021Oct 13, 2021
Julie Lynn CrowePhoenix Wealth Advisors Inc. independent RIACetera Advisor Networks LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 20, 2021Sep 16, 2021
Michael Shawn TivnanWells Fargo Advisors wirehouseCetera Advisor Networks LLC BD affiliatedWirehouse to affiliated broker-dealer or bankSep 16, 2021Oct 13, 2021
Giang Thanh TranWells Fargo Advisors wirehouseCetera Advisor Networks LLC BD affiliatedWirehouse to affiliated broker-dealer or bankSep 14, 2021Sep 7, 2021
Jason Lee KramarPruco Securities, LLC BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 14, 2021Sep 2, 2021
Nathan ElbyRaymond James & Associates, Inc. national BDCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 13, 2021Sep 20, 2021 (38 d)
Wesley Jay CumbieCwm, LLC BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 12, 2021May 8, 2018
Giselle Marie SadaJ.P. Morgan Securities LLC wirehouseCetera Advisor Networks LLC BD affiliatedWirehouse to affiliated broker-dealer or bankAug 7, 2021Aug 19, 2021
Felicia Kathryn FlyWells Fargo Advisors wirehouseCetera Advisor Networks LLC BD affiliatedWirehouse to affiliated broker-dealer or bankAug 5, 2021Aug 12, 2021
Frank MamolaEdward Jones national BDCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 3, 2021Aug 13, 2021
Desteni Lynn LawhornInvesco Advisers, Inc. asset managerCetera Advisor Networks LLC BD affiliatedOtherJul 30, 2021Aug 19, 2021
William TalbottWells Fargo Advisors wirehouseCetera Advisor Networks LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJul 29, 2021Jun 6, 2022 (312 d)
Dennis Dean RossJ.P. Morgan Securities LLC wirehouseCetera Advisor Networks LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJul 13, 2021Jul 21, 2021
Thad Robert DunnUnited Capital Financial Advisors BD affiliatedCetera Advisor Networks LLC otherOtherJul 2, 2021Nov 1, 2017
Heidi Sarah HirshUnited Capital Financial Advisors BD affiliatedCetera Advisor Networks LLC otherOtherJun 29, 2021Nov 1, 2017
Jordan Alexander CiullaFidelity Personal And Workplace Advisors BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 18, 2021Jun 23, 2021
Richard Frederick TrasportVoya Financial Advisors, Inc. BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 14, 2021May 26, 2021
Donald SadaJ.P. Morgan Securities LLC wirehouseCetera Advisor Networks LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 14, 2021Jun 23, 2021
Scott William YeomansThrivent Investment Management Inc. BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 11, 2021Aug 25, 2021 (75 d)
Philip Robert SpitzerVoya Financial Advisors, Inc. BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 11, 2021May 18, 2021
Keith HowerVoya Financial Advisors, Inc. BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 11, 2021Jun 4, 2021
Stephen John AveryVoya Financial Advisors, Inc. BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 11, 2021Jun 4, 2021
Danny YoungVoya Financial Advisors, Inc. BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 11, 2021Jun 7, 2021
Michael Robert LangerVoya Financial Advisors, Inc. BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 9, 2021Jun 9, 2021
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998 moves match.