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Advisor moves
Arrivals at Primerica Advisors
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 |
|---|---|---|---|---|---|
| Hector Javier Ramirez | Edward Jones national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Dec 11, 2018 | Sep 4, 2019 (267 d) |
| John Boyd Whitledge | Oppenheimer & Co. Inc. BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Nov 2, 2018 | Oct 26, 2020 (724 d) |
| Lovel M. Gilmore | Pnc Wealth Management BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Nov 1, 2018 | Oct 5, 2020 (704 d) |
| Sebastian Castano | Mutual Of Omaha Investor Services, Inc. no RAUM | Primerica Advisors national BD | Other | Nov 1, 2018 | May 14, 2021 (925 d) |
| Jeffrey Jay Teneyck | Transamerica Financial Advisors, LLC BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Oct 18, 2018 | Nov 25, 2019 (403 d) |
| Harry Hugh Holmes | Avantax Advisory Services BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Oct 17, 2018 | Jun 29, 2021 (986 d) |
| Cynthia Fay Spinning | Ameriprise Financial Services, LLC national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Oct 9, 2018 | Jun 22, 2020 (622 d) |
| Richard Earl Gibbens | Parsonex Advisory Services, Inc. independent RIA | Primerica Advisors national BD | RIA to affiliated broker-dealer or bank | Oct 4, 2018 | Mar 28, 2019 (175 d) |
| Sima Hassanzada Zahid | Wells Fargo Advisors wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Sep 11, 2018 | Mar 26, 2020 (562 d) |
| Inna N Bond | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Aug 28, 2018 | Oct 30, 2020 (794 d) |
| George Nshanyan | Verus Capital Partners, LLC independent RIA | Primerica Advisors national BD | RIA to affiliated broker-dealer or bank | Aug 22, 2018 | Aug 20, 2020 (729 d) |
| Mohammad Hameed | Frost Investment Services BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Aug 21, 2018 | Oct 4, 2019 (409 d) |
| Nevine Magdy George | Equitable Advisors, LLC national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Aug 5, 2018 | Oct 17, 2018 (73 d) |
| Lisa Kingman Forness | Stifel, Nicolaus & Company, Incorporated national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Aug 3, 2018 | Nov 26, 2025 (2672 d) |
| Chad Elton Borsheim | Edward Jones national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Jul 15, 2018 | Mar 29, 2019 (257 d) |
| Sahil Kumar Varma | Morgan Stanley wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Jun 4, 2018 | Apr 3, 2020 (669 d) |
| Randy Lee Swope | Capital Analysts BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | May 7, 2018 | Mar 5, 2020 (668 d) |
| Mary Ann Bennett | Td Ameritrade Investment Management, LLC independent RIA | Primerica Advisors national BD | RIA to affiliated broker-dealer or bank | May 2, 2018 | Nov 3, 2018 (185 d) |
| Sarah Beth Jakubowski | Truist Advisory Services, Inc. BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Apr 25, 2018 | Mar 22, 2019 (331 d) |
| Marc Harris Bettinger | MML Investors Services, LLC BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Apr 16, 2018 | Mar 19, 2020 (703 d) |
| Michelle Bergmann | Woodbury Financial Services, Inc. BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Mar 26, 2018 | Mar 20, 2020 (725 d) |
| Rodger Carlyle Deevers | United Planners' Financial Services Of America A Limited Partner other | Primerica Advisors national BD | Other | Mar 20, 2018 | Apr 12, 2018 |
| Joshua Allen Shappell | Edward Jones national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Mar 20, 2018 | Nov 19, 2025 (2801 d) |
| Samuel Jordan | Scottrade Investment Management BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Mar 8, 2018 | Mar 2, 2020 (725 d) |
| Dawn Kami Charmatz | Equitable Advisors, LLC national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Mar 5, 2018 | Oct 21, 2019 (595 d) |
| Brent Alan Burnett | Thrivent Investment Management Inc. other | Primerica Advisors national BD | Other | Jan 17, 2018 | Jan 9, 2020 (722 d) |
| Richard Burkes | Stratos Wealth Partners, Ltd other | Primerica Advisors national BD | Other | Dec 31, 2017 | Feb 21, 2018 (52 d) |
| Nathaniel Thomas Fullmer | Edward Jones national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Oct 13, 2017 | Sep 24, 2019 (711 d) |
| Fern M Tamborra | Allstate Financial Advisors, LLC no RAUM | Primerica Advisors national BD | Other | Oct 2, 2017 | Jan 27, 2022 (1578 d) |
| Ulysses Donald Smith | Money Concepts Advisory Service other | Primerica Advisors national BD | Other | Aug 31, 2017 | May 21, 2019 (628 d) |
| Carlos Manuel Chapa | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Aug 21, 2017 | Dec 9, 2019 (840 d) |
| Sergio Cabral | J.P. Morgan Securities LLC wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Jul 28, 2017 | May 7, 2019 (648 d) |
| James Perry Johnson | E*Trade Capital Management, LLC other | Primerica Advisors national BD | Other | Jul 24, 2017 | Jul 18, 2019 (724 d) |
| Georgina Cross | Pnc Managed Account Solutions, Inc. other | Primerica Advisors national BD | Other | May 31, 2017 | May 21, 2019 (720 d) |
| John James Devaney | Edward Jones national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | May 4, 2017 | May 3, 2019 (729 d) |
| Daron Demond Ray | Pnc Wealth Management other | Primerica Advisors national BD | Other | Apr 28, 2017 | May 31, 2017 (33 d) |
| Cassia Serena Stefanini | Ameriprise Financial Services, LLC national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Apr 5, 2017 | Jan 1, 2025 (2828 d) |
| Aldain Christopher Beam | Nationwide Investment Advisors, LLC other | Primerica Advisors national BD | Other | Jan 30, 2017 | Mar 13, 2017 (42 d) |
| Fernando K Cubillas | Morgan Stanley wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Jan 30, 2017 | Jan 24, 2019 (724 d) |
| Christo Terzidis | Ameriprise Financial Services, LLC national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Jan 5, 2017 | Dec 14, 2018 (708 d) |
| Kathryn Lynn Sanford | Edward Jones national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Jan 4, 2017 | Sep 14, 2018 (618 d) |
| Guy Murray | Raymond James & Associates, Inc. national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Nov 30, 2016 | Jul 21, 2026 (3520 d) |
| Daniel Richard London | Questar Asset Management, Inc. other | Primerica Advisors national BD | Other | Nov 13, 2016 | Dec 1, 2016 |
| Dylan Robert Barrera | Lincoln Investment other | Primerica Advisors national BD | Other | Nov 1, 2016 | Apr 18, 2017 (168 d) |
| Kyle Eugene Bell | Waddell & Reed other | Primerica Advisors national BD | Other | Oct 24, 2016 | Jun 7, 2017 (226 d) |
| Michael Hamilton Dennard | Signator Investors, Inc. other | Primerica Advisors national BD | Other | Oct 19, 2016 | Jan 17, 2017 (90 d) |
| Hameeda Bello | E*Trade Capital Management, LLC other | Primerica Advisors national BD | Other | Oct 7, 2016 | Feb 15, 2017 (131 d) |
| James Gilbreath Chandler | Foresters Equity Services, Inc. other | Primerica Advisors national BD | Other | Sep 29, 2016 | Sep 27, 2018 (728 d) |
| Theodore Anthony Fiore | Citigroup Global Markets Inc. other | Primerica Advisors national BD | Other | Sep 23, 2016 | Sep 7, 2018 (714 d) |
| David Donnellan Reynolds | J.P. Morgan Securities LLC wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Sep 21, 2016 | Apr 4, 2018 (560 d) |
| Valvis Shawn Tinsley | Wells Fargo Advisors wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Sep 21, 2016 | Oct 21, 2016 |
| James Gerard Stanton | Morgan Stanley wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Sep 1, 2016 | Aug 24, 2018 (722 d) |
| Victor M Folayan | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Aug 22, 2016 | Aug 28, 2018 (736 d) |
| Ganita Malane Young | Lincoln Investment other | Primerica Advisors national BD | Other | Aug 22, 2016 | Aug 14, 2020 (1453 d) |
| Lehelle L Yancey | Transamerica Financial Advisors, LLC other | Primerica Advisors national BD | Other | Aug 20, 2016 | May 24, 2017 (277 d) |
| Ryan Drews | Private Advisor Group, LLC other | Primerica Advisors national BD | Other | May 17, 2016 | May 17, 2018 (730 d) |
| Jason Christopher Woodruff | J.P. Morgan Securities LLC wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | May 13, 2016 | Apr 24, 2018 (711 d) |
| Chinda Manalo | Concourse Financial Group Advisors other | Primerica Advisors national BD | Other | Apr 25, 2016 | Sep 12, 2016 (140 d) |
| Christopher Bryant | Wells Fargo Advisors wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Apr 5, 2016 | Apr 13, 2016 |
| Gary Bickham | Pnc Wealth Management other | Primerica Advisors national BD | Other | Mar 28, 2016 | Mar 15, 2018 (717 d) |
282 moves match.