Advisor moves

Arrivals at Hilltop Securities Inc.

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
Patrick Jude LabordePnc Managed Account Solutions, Inc. BD affiliatedHilltop Securities Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJul 14, 2021Jul 15, 2021
Hunter Ryan SimsPnc Managed Account Solutions, Inc. BD affiliatedHilltop Securities Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJun 30, 2021Jul 1, 2021
Nicholas C. McmahanPnc Managed Account Solutions, Inc. BD affiliatedHilltop Securities Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJun 4, 2021Jun 4, 2021
Jennifer Lee HuberMomentum Independent Network Inc. BD affiliatedHilltop Securities Inc. BD affiliatedAffiliated broker-dealer or bank to anotherApr 30, 2021Oct 22, 2025 (1636 d)
Juan A GuerreroFocus Financial independent RIAHilltop Securities Inc. BD affiliatedRIA to affiliated broker-dealer or bankApr 27, 2021May 10, 2021
Megan Marissa RahmesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseHilltop Securities Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankMar 3, 2021Dec 6, 2021 (278 d)
Hunter Lee ColemanRaymond James & Associates, Inc. national BDHilltop Securities Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJan 5, 2021Jan 25, 2021
Diane Tyll BinfordMomentum Independent Network Inc. BD affiliatedHilltop Securities Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJan 4, 2021May 7, 2021 (123 d)
Grant Everette FinneyFidelity Personal And Workplace Advisors BD affiliatedHilltop Securities Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 19, 2020Mar 4, 2022 (470 d)
Parrish Ketely BradenWells Fargo Advisors wirehouseHilltop Securities Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankSep 15, 2020Sep 11, 2020
Victoria Leigh CapellaWells Fargo Advisors wirehouseHilltop Securities Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankSep 8, 2020Aug 3, 2022 (694 d)
Michael Joseph KanePnc Managed Account Solutions, Inc. BD affiliatedHilltop Securities Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 24, 2020Aug 21, 2020
Eric Gerard KloppersRaymond James Financial Services Advisors, Inc BD affiliatedHilltop Securities Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJun 25, 2020Jun 19, 2020
Jarett Alan BruggerRaymond James Financial Services Advisors, Inc BD affiliatedHilltop Securities Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJun 25, 2020Jun 19, 2020
Reno Edward JonesRaymond James Financial Services Advisors, Inc BD affiliatedHilltop Securities Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMay 4, 2020Apr 30, 2020
Daniel Wayne SteffesAmeriprise Financial Services, LLC national BDHilltop Securities Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 13, 2019Nov 8, 2019
Jonathan Evan McclellanFidelity Personal And Workplace Advisors BD affiliatedHilltop Securities Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 13, 2019Aug 29, 2019
Jeffrey Neal VanoverAmeriprise Financial Services, LLC national BDHilltop Securities Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJul 15, 2019Jul 11, 2019
William Fredric KelloggIht Wealth Management LLC independent RIAHilltop Securities Inc. BD affiliatedRIA to affiliated broker-dealer or bankJul 9, 2019Jul 8, 2019
Wesley James DarilekWells Fargo Advisors wirehouseHilltop Securities Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJun 18, 2019Jun 17, 2019
Saul Ernesto LicoWells Fargo Advisors wirehouseHilltop Securities Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJun 18, 2019Jun 14, 2019
Ricardo De La TorreHorace Mann Investors, Inc. no RAUMHilltop Securities Inc. BD affiliatedOtherJun 17, 2019Dec 12, 2019 (178 d)
Nicholas Jon DamicoPersonal Capital Advisors Corporation independent RIAHilltop Securities Inc. BD affiliatedRIA to affiliated broker-dealer or bankMar 8, 2019Feb 19, 2019
Maricelda FrancoMomentum Independent Network Inc. BD affiliatedHilltop Securities Inc. otherOtherFeb 8, 2019Dec 19, 2016
Traci KurtzNext Financial Group, Inc. independent RIAHilltop Securities Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 6, 2019Mar 4, 2019
Jeffrey Garland KeeneEdward Jones national BDHilltop Securities Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJan 25, 2019Jan 28, 2019
Eric Ralph PrallRoss, Sinclaire & Associates, LLC independent RIAHilltop Securities Inc. BD affiliatedRIA to affiliated broker-dealer or bankNov 20, 2018Nov 19, 2018
Christopher MurrayMomentum Independent Network Inc. BD affiliatedHilltop Securities Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 25, 2018Oct 24, 2018
Patrick Michael SweeneyMorgan Stanley wirehouseHilltop Securities Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankOct 1, 2018May 28, 2019 (239 d)
Yichuan LiMorgan Stanley wirehouseHilltop Securities Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankAug 17, 2018Apr 21, 2020 (613 d)
Vickie Sue WiseBok Financial Advisors BD affiliatedHilltop Securities Inc. otherOtherApr 20, 2018Mar 23, 2018
Ronnie Carrol DavisBok Financial Advisors BD affiliatedHilltop Securities Inc. otherOtherApr 20, 2018Mar 23, 2018
Leigh Ann Jeter StanfordCharles Schwab & Co., Inc. national BDHilltop Securities Inc. BD affiliatedAffiliated broker-dealer or bank to anotherApr 16, 2018Apr 24, 2018
Javier Jaime CardenasOppenheimer & Co. Inc. otherHilltop Securities Inc. otherOtherDec 1, 2017Nov 29, 2017
Jonathan Mark RawlingsCetera Advisor Networks LLC otherHilltop Securities Inc. BD affiliatedOtherNov 13, 2017Sep 5, 2023 (2122 d)
John Christian CoyleOppenheimer & Co. Inc. otherHilltop Securities Inc. otherOtherAug 15, 2017Aug 11, 2017
Thomas Brian AllredWells Fargo Advisors wirehouseHilltop Securities Inc. otherOtherJun 1, 2017May 26, 2017
Lacy Nicole RogersMorgan Stanley wirehouseHilltop Securities Inc. otherOtherJun 1, 2017May 30, 2017
Victor Fernand MedinaMorgan Stanley wirehouseHilltop Securities Inc. otherOtherApr 26, 2017Apr 21, 2017
Michael RoseMorgan Stanley wirehouseHilltop Securities Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankApr 4, 2017Jul 19, 2018 (471 d)
Tyler Paul TeterCoppell Advisory Solutions LLC otherHilltop Securities Inc. otherOtherMar 29, 2017Mar 28, 2017
Steven Jay BalabanWfg Advisors, LP otherHilltop Securities Inc. otherOtherFeb 10, 2017Feb 10, 2017
Jacob Andrew EdwardsFsw Advisory Services Inc. otherHilltop Securities Inc. otherOtherDec 31, 2016Jan 25, 2016
William Allen BartonMsi Financial Services, Inc. otherHilltop Securities Inc. otherOtherDec 13, 2016Jan 9, 2017
James Frederick MartinUBS Financial Services Inc. wirehouseHilltop Securities Inc. otherOtherSep 20, 2016Sep 9, 2016
James Harold HardingMorgan Stanley wirehouseHilltop Securities Inc. otherOtherAug 16, 2016Jul 29, 2016
Lisa A FasseStifel, Nicolaus & Company, Incorporated national BDHilltop Securities Inc. otherOtherJul 28, 2016Jul 8, 2016
Lawrence Jude MessinaStifel, Nicolaus & Company, Incorporated national BDHilltop Securities Inc. otherOtherJul 28, 2016Jul 8, 2016
Jennifer Lee HuberProspera Financial Services, Inc. otherHilltop Securities Inc. otherOtherJul 6, 2016Jul 5, 2016
Paige RexrodeWaddell & Reed otherHilltop Securities Inc. otherOtherMay 20, 2016May 9, 2016
Karen Laura CaulfieldVoya Financial Advisors, Inc. otherHilltop Securities Inc. otherOtherMay 9, 2016Oct 7, 2016 (151 d)
Diarvonda Shicole RansomMomentum Independent Network Inc. otherHilltop Securities Inc. otherOtherFeb 11, 2016Sep 25, 2015
Andrew Corey FassBeverly Hills Wealth Management, LLC otherHilltop Securities Inc. otherOtherJan 19, 2016Dec 7, 2015
Steven William StahlbergBeverly Hills Wealth Management, LLC otherHilltop Securities Inc. otherOtherJan 19, 2016Dec 7, 2015
Kevin William ReillyCedar Capital, LLC no RAUMHilltop Securities Inc. otherOtherSep 30, 2015Oct 19, 2015
Matthew Arjeh WollmannMorgan Stanley wirehouseHilltop Securities Inc. otherOtherSep 15, 2015Sep 8, 2015
Michael Edward FornerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseHilltop Securities Inc. otherOtherAug 25, 2015Aug 21, 2015
Richard Louis GalenMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseHilltop Securities Inc. otherOtherAug 25, 2015Aug 21, 2015
Matthew M SikorskiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseHilltop Securities Inc. otherOtherJul 6, 2015Mar 15, 2016 (253 d)
Christine R PagliaroMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseHilltop Securities Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJul 2, 2015Oct 23, 2024 (3401 d)
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249 moves match.