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
Matteo Hernandez-Sada	Charles Schwab & Co., Inc. national BD	Usaa Financial Planning Services no RAUM	Other	Jun 4, 2014	Jan 13, 2015 (223 d)
William Rothwell Wilcox	Belleair Wealth Management, LLC independent RIA	Usaa Financial Planning Services no RAUM	Other	May 30, 2014	Jun 5, 2014
Bradley Aaron Sayre	J.P. Morgan Securities LLC wirehouse	Usaa Financial Planning Services no RAUM	Other	May 16, 2014	May 22, 2014
Gregory Matthew Palmieri	UBS Financial Services Inc. wirehouse	Usaa Financial Planning Services no RAUM	Other	May 16, 2014	Jul 11, 2014 (56 d)
Michael Wu	Advice And Planning Services other	Usaa Financial Planning Services no RAUM	Other	May 6, 2014	Jun 5, 2014
Charles Ray Brown	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Usaa Financial Planning Services no RAUM	Other	May 5, 2014	Jun 23, 2014 (49 d)
Charles David Konopaski	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Usaa Financial Planning Services no RAUM	Other	May 1, 2014	May 15, 2014
Brent Thurber	Charles Schwab & Co., Inc. national BD	Usaa Financial Planning Services no RAUM	Other	Apr 30, 2014	May 27, 2014
Charles Rainey	Charles Schwab & Co., Inc. national BD	Usaa Financial Planning Services no RAUM	Other	Apr 30, 2014	May 27, 2014
Andrew D Miller	E*Trade Capital Management, LLC other	Usaa Financial Planning Services no RAUM	Other	Apr 25, 2014	May 29, 2014 (34 d)
Steven Brant Rose	Raymond James Financial Services Advisors, Inc other	Usaa Financial Planning Services no RAUM	Other	Apr 24, 2014	Sep 10, 2014 (139 d)
Christopher Craig Pollard	Regent Wealth Management Group other	Usaa Financial Planning Services no RAUM	Other	Apr 21, 2014	May 7, 2014
Christopher Wayne Thomas	Morgan Stanley wirehouse	Usaa Financial Planning Services no RAUM	Other	Apr 15, 2014	Nov 21, 2014 (220 d)
Matthew R Morrell	Edward Jones national BD	Usaa Financial Planning Services no RAUM	Other	Apr 14, 2014	May 15, 2014 (31 d)
Kenneth Lavon Banks	Mutual Of Omaha Investor Services, Inc. no RAUM	Usaa Financial Planning Services no RAUM	Other	Apr 8, 2014	Apr 30, 2014
Cody Ryan Kilpatrick	Edward Jones national BD	Usaa Financial Planning Services no RAUM	Other	Mar 27, 2014	May 1, 2014 (35 d)
Janet Mary Haley	Advisors Asset Management, Inc. other	Usaa Financial Planning Services no RAUM	Other	Mar 25, 2014	Jun 26, 2014 (93 d)
Bobi Renee Williams	Ameriprise Financial Services, LLC national BD	Usaa Financial Planning Services no RAUM	Other	Mar 25, 2014	Apr 7, 2014
Brian Stewart	Northwestern Mutual Investment Services,LLC other	Usaa Financial Planning Services no RAUM	Other	Mar 25, 2014	Aug 4, 2014 (132 d)
Timothy Patrick Kenney	UBS Financial Services Inc. wirehouse	Usaa Financial Planning Services no RAUM	Other	Mar 4, 2014	Mar 13, 2014
Francis Robert Corsaro	Strategic Advisers LLC national BD	Usaa Financial Planning Services no RAUM	Other	Feb 18, 2014	May 5, 2014 (76 d)
Steven Erik Trevor	Thrivent Investment Management Inc. other	Usaa Financial Planning Services no RAUM	Other	Feb 11, 2014	Jun 30, 2014 (139 d)
James Jimmy Vera	Advisors Asset Management, Inc. other	Usaa Financial Planning Services no RAUM	Other	Jan 28, 2014	Feb 11, 2014
Charles Eldon Garner	Ameriprise Financial Services, LLC national BD	Usaa Financial Planning Services no RAUM	Other	Jan 23, 2014	Jan 31, 2014
Barbara Andrea Johnson	J.P. Morgan Securities LLC wirehouse	Usaa Financial Planning Services no RAUM	Other	Jan 2, 2014	Feb 19, 2014 (48 d)
Sean William Mccauley	Td Ameritrade, Inc. no RAUM	Usaa Financial Planning Services no RAUM	Other	Jan 2, 2014	Feb 27, 2014 (56 d)
Richard Alfonso Reyes	Thrivent Investment Management Inc. other	Usaa Financial Planning Services no RAUM	Other	Dec 31, 2013	Feb 4, 2014 (35 d)
Richard Matthew Decker	Darwin Wealth Management other	Usaa Financial Planning Services no RAUM	Other	Dec 17, 2013	Mar 10, 2014 (83 d)
Kevin M. Scott	Blackrock Investment Management, LLC other	Usaa Financial Planning Services no RAUM	Other	Dec 13, 2013	Mar 26, 2014 (103 d)
Muttalib Jamiel Ibrahim	J.P. Morgan Securities LLC wirehouse	Usaa Financial Planning Services no RAUM	Other	Dec 6, 2013	Dec 18, 2013
Kevin David Riley	Marshwinds Advisory Co other	Usaa Financial Planning Services no RAUM	Other	Dec 4, 2013	Dec 23, 2013
Daniel Mark Alivernini	Vanguard Advisers, Inc. other	Usaa Financial Planning Services no RAUM	Other	Nov 25, 2013	Nov 27, 2013
Eunice Kim Armstrong	Strategic Advisers LLC national BD	Usaa Financial Planning Services no RAUM	Other	Nov 22, 2013	Nov 27, 2013
Rick Anthony Baray	J.P. Morgan Securities LLC wirehouse	Usaa Financial Planning Services no RAUM	Other	Nov 20, 2013	Dec 12, 2013
Christopher Michael Barozie	J.P. Morgan Securities LLC wirehouse	Usaa Financial Planning Services no RAUM	Other	Nov 14, 2013	Dec 13, 2013
Gary Dwain Rice	First Command Financial Planning, Inc. other	Usaa Financial Planning Services no RAUM	Other	Nov 14, 2013	Nov 22, 2013
Ching-Kai David Fei	Strategic Advisers LLC national BD	Usaa Financial Planning Services no RAUM	Other	Nov 13, 2013	Nov 20, 2013
Larry W Zimmerman	Citigroup Global Markets Inc. other	Usaa Financial Planning Services no RAUM	Other	Nov 12, 2013	Nov 15, 2013
Melissa M Rupe	T. Rowe Price Advisory Services, Inc. no RAUM	Usaa Financial Planning Services no RAUM	Other	Nov 5, 2013	Nov 22, 2013
Steven Moffat	T. Rowe Price Advisory Services, Inc. no RAUM	Usaa Financial Planning Services no RAUM	Other	Nov 4, 2013	Nov 22, 2013
Zakaria Fourari	Pnc Wealth Management other	Usaa Financial Planning Services no RAUM	Other	Oct 29, 2013	Dec 11, 2013 (43 d)
Bradley Cooke	Stratos Wealth Partners, Ltd other	Usaa Financial Planning Services no RAUM	Other	Oct 28, 2013	Feb 10, 2014 (105 d)
Chad David Groseclose	Edward Jones national BD	Usaa Financial Planning Services no RAUM	Other	Oct 22, 2013	Dec 17, 2013 (56 d)
Samir Harish Patel	Morgan Stanley wirehouse	Usaa Financial Planning Services no RAUM	Other	Oct 15, 2013	Oct 25, 2013
Daniel Lee Shepherd	Td Ameritrade Investment Management, LLC other	Usaa Financial Planning Services no RAUM	Other	Oct 14, 2013	Oct 23, 2013
Dominic Carrera Anderson	Citigroup Global Markets Inc. other	Usaa Financial Planning Services no RAUM	Other	Oct 9, 2013	Oct 17, 2013
Sean Charles Riley	Strategic Advisers LLC national BD	Usaa Financial Planning Services no RAUM	Other	Oct 2, 2013	Oct 17, 2013
Ellis James De Jesus	Charles Schwab & Co., Inc. national BD	Usaa Financial Planning Services no RAUM	Other	Sep 24, 2013	Oct 11, 2013
Dominica G. Mccann	Advice And Planning Services other	Usaa Financial Planning Services no RAUM	Other	Sep 19, 2013	Oct 11, 2013
Jennifer Lynn Meyer	Spc Financial Inc other	Usaa Financial Planning Services no RAUM	Other	Sep 17, 2013	Oct 15, 2013
Brett F Anderson	Td Ameritrade Investment Management, LLC other	Usaa Financial Planning Services no RAUM	Other	Sep 12, 2013	Sep 19, 2013
William Andrew Bowling	Ameriprise Financial Services, LLC national BD	Usaa Financial Planning Services no RAUM	Other	Sep 10, 2013	Oct 11, 2013 (31 d)
Austin John Hipschen	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Usaa Financial Planning Services no RAUM	Other	Sep 5, 2013	Feb 13, 2014 (161 d)
Steven Kenneth Umstead	Pactolus other	Usaa Financial Planning Services no RAUM	Other	Sep 3, 2013	Sep 18, 2013
Linda L Dash	Park Avenue Securities LLC other	Usaa Financial Planning Services no RAUM	Other	Aug 27, 2013	Apr 11, 2014 (227 d)
Hal H Harper	Edward Jones national BD	Usaa Financial Planning Services no RAUM	Other	Aug 26, 2013	Nov 18, 2013 (84 d)
Vincent Antwane Wallace	J.P. Morgan Securities LLC wirehouse	Usaa Financial Planning Services no RAUM	Other	Aug 21, 2013	Sep 6, 2013
Mark Koellner	UBS Financial Services Inc. wirehouse	Usaa Financial Planning Services no RAUM	Other	Aug 20, 2013	Sep 19, 2013
Shawn Michael Montague	Ameriprise Financial Services, LLC national BD	Usaa Financial Planning Services no RAUM	Other	Aug 16, 2013	Sep 13, 2013
Robert Estel Copeland	Edward Jones national BD	Usaa Financial Planning Services no RAUM	Other	Aug 12, 2013	Nov 19, 2013 (99 d)

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589 moves match.