Advisor moves

Arrivals at Park Avenue Securities 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
John P KendallCompass Financial Advisory Services, LLC independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 17, 2025Dec 22, 2025 (96 d)
Francesca L EngelMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePark Avenue Securities LLC BD affiliatedWirehouse to affiliated broker-dealer or bankSep 15, 2025Nov 24, 2025 (70 d)
Cally Marie ElkinLPL Financial LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 19, 2025Sep 26, 2025 (38 d)
Ana E MckinleyThrivent Investment Management Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 19, 2025Aug 18, 2025
Duangdao PiyanontaleeTransamerica Financial Advisors, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 15, 2025Sep 11, 2025
Christopher Charles FoxMML Investors Services, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 28, 2025Apr 30, 2026 (276 d)
Destiney DeschainesEquitable Advisors, LLC national BDPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 28, 2025Aug 26, 2025
Torey Bernard FranklinKestra Advisory Services, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 11, 2025Dec 15, 2025 (157 d)
Yina BaeCadaret Grant & Co Inc BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 1, 2025Sep 18, 2025 (79 d)
Jamal Metlaq AzzamMML Investors Services, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 4, 2025Jun 9, 2025
Megan Rachel SheridanMML Investors Services, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 4, 2025Jun 11, 2025
Erin Dillon-PasillasMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePark Avenue Securities LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 2, 2025Jun 18, 2025
Nathaniel Jan CollierLPL Enterprise, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 2, 2025Jul 3, 2025 (31 d)
Cody Allen WilsonMorgan Stanley wirehousePark Avenue Securities LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMay 29, 2025May 21, 2025
Corey SchraderEquitable Advisors, LLC national BDPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 22, 2025Jul 15, 2025 (54 d)
Bryan WilczewskiXypn Sapphire independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 15, 2025Jun 3, 2025
William Woolfolk NelsonMomentum Independent Network Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 15, 2025Nov 5, 2025 (174 d)
Chui Shan Rosetta LiLPL Enterprise, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 2, 2025May 20, 2025
Clifford Kangsuk KimLPL Enterprise, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 23, 2025Jun 26, 2026 (429 d)
Aaron PeckHornor, Townsend & Kent, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 21, 2025Jul 1, 2025 (71 d)
Alec Dj MessinoDimensional Fund Advisors LP asset managerPark Avenue Securities LLC BD affiliatedOtherApr 21, 2025Apr 30, 2026 (374 d)
Cecelia NelsonEsi Financial Advisors independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 14, 2025May 8, 2025
Chandler Harry WinchesterOsaic Wealth, Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 4, 2025Apr 24, 2025
Jeremy GlothStrategic Advisers LLC national BDPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 4, 2025May 6, 2025 (32 d)
Kenneth Don CarmickleMML Investors Services, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 3, 2025Jan 8, 2026 (280 d)
Chandra Lea RitterEdward Jones national BDPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 2, 2025Jun 3, 2025 (62 d)
Pat Phondi ChuturbhutiGuardian Wealth Partners, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 1, 2025Feb 25, 2025
William Patrick BarhamCetera Investment Advisers LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 27, 2025May 5, 2025 (39 d)
Douglas Richard StrahleLPL Enterprise, LLC no RAUMPark Avenue Securities LLC BD affiliatedOtherMar 25, 2025Aug 26, 2026 (519 d)
Katie Bunny StrunkFirst Command Advisory Services BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 25, 2025Oct 22, 2025 (211 d)
Brawley AdamsCetera Investment Advisers LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 24, 2025Mar 26, 2025
Christopher Scott SeebeckAmeriprise Financial Services, LLC national BDPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 19, 2025Jan 2, 2026 (289 d)
Braezen Raymond SubickEdward Jones national BDPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 18, 2025Mar 17, 2025
Alfredo AtencioSimplicity Wealth otherPark Avenue Securities LLC BD affiliatedOtherMar 6, 2025May 23, 2025 (78 d)
Joseph PrioreNorthwestern Mutual Investment Services,LLC no RAUMPark Avenue Securities LLC BD affiliatedOtherFeb 28, 2025Apr 14, 2025 (45 d)
Victoria Louise CooperCentric Advisors, LLC independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 25, 2025Mar 27, 2025
Timothy Michael GarciaCuso Financial Services, L.P. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 24, 2025Feb 24, 2025
Heather Lea WilliamsNorthwestern Mutual Investment Services,LLC no RAUMPark Avenue Securities LLC BD affiliatedOtherFeb 20, 2025Mar 28, 2025 (36 d)
Joshua LontocEquitable Advisors, LLC national BDPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 18, 2025Mar 5, 2025
Stuart Fontaine ThomasEsi Financial Advisors independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 18, 2025Apr 4, 2025 (45 d)
Robert Joseph MetzEdward Jones national BDPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 17, 2025Feb 21, 2025
Peter H GebreOneamerica Securities, Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 8, 2025Mar 10, 2026 (395 d)
Pamela SamseyJ.P. Morgan Securities LLC wirehousePark Avenue Securities LLC BD affiliatedWirehouse to affiliated broker-dealer or bankFeb 5, 2025Jun 4, 2025 (119 d)
Christian James AndreoliAmeriprise Financial Services, LLC national BDPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 23, 2025Jun 3, 2025 (131 d)
Gerardo Josue CastilloOsaic Wealth, Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 21, 2025Jan 29, 2025
Matthew Joseph DiteresaEquitable Advisors, LLC national BDPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 9, 2025Jan 15, 2025
Kwabena Jamila LeekU.S. Bancorp Investments, Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 2, 2025Jan 31, 2025
Brent Alan WalkerMML Investors Services, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 31, 2024Mar 20, 2025 (79 d)
Matthew JellisonVanguard Advisers, Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 31, 2024Jul 8, 2025 (189 d)
Vanja VermezovicWells Fargo Advisors wirehousePark Avenue Securities LLC BD affiliatedWirehouse to affiliated broker-dealer or bankDec 26, 2024Jan 2, 2025
Jonathan Stephen MarkosMML Investors Services, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 19, 2024Jan 16, 2025
Donald Isaac RobertsonEdward Jones national BDPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 16, 2024Mar 14, 2025 (88 d)
Charles Joseph HodgeEquitable Advisors, LLC national BDPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 13, 2024Jan 15, 2025 (33 d)
Francisco AcevedoOsaic Fa, Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 12, 2024Dec 11, 2024
Timothy Nelson HuntMML Investors Services, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 10, 2024Dec 12, 2024
Bonnie L AlvarezPruco Securities, LLC no RAUMPark Avenue Securities LLC BD affiliatedOtherDec 10, 2024Feb 3, 2025 (55 d)
Thomas Christian TenagliaMML Investors Services, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 10, 2024Dec 16, 2024
Kristen Patricia SkowronekPruco Securities, LLC no RAUMPark Avenue Securities LLC BD affiliatedOtherDec 10, 2024Jul 18, 2025 (220 d)
Emma Marie BrandtEquitable Advisors, LLC national BDPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 3, 2024Feb 12, 2025 (71 d)
Erik OlearyOsaic Wealth, Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 27, 2024Dec 16, 2024
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1,269 moves match.