Advisor moves

Arrivals at Valmark Advisers, 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
David Marc RosellRosell Wealth Management unclassifiedValmark Advisers, Inc. otherOtherDec 2, 2015Dec 3, 2015
Thomas Edward FayUsi Securities, Inc. no RAUMValmark Advisers, Inc. otherOtherNov 24, 2015Nov 10, 2015
Lisa Eileen DregneEllenbecker Investment Group otherValmark Advisers, Inc. otherOtherNov 3, 2015Dec 9, 2015 (36 d)
Shawn Michael ArseneauGravitas Wealth Partners unclassifiedValmark Advisers, Inc. otherOtherOct 22, 2015Jul 15, 2015
Warren Marshall MillerMiller Advisory Services, Inc. unclassifiedValmark Advisers, Inc. otherOtherSep 17, 2015Sep 18, 2015
Tyler David DenholmKohmann Bosshard Financial Services, LLC. otherValmark Advisers, Inc. otherOtherJul 6, 2015Oct 20, 2015 (106 d)
Chad RoopeSchwab Wealth Advisory, Inc. otherValmark Advisers, Inc. otherOtherApr 17, 2015May 4, 2015
Christopher Allen KlimashRBC Capital Markets, LLC national BDValmark Advisers, Inc. otherOtherApr 10, 2015Mar 25, 2015
Jon James MelanderCapstone Advisory Group LLC otherValmark Advisers, Inc. otherOtherFeb 23, 2015Feb 27, 2015
David Michael NelsonAmeritas Advisory Services otherValmark Advisers, Inc. otherOtherJan 8, 2015Mar 2, 2015 (53 d)
Sarah Troyer JohnstonLPL Financial LLC otherValmark Advisers, Inc. otherOtherDec 8, 2014Dec 10, 2014
Michael Edward GrossCommonwealth Financial Network national BDValmark Advisers, Inc. otherOtherNov 3, 2014Nov 3, 2014
Jason Jon LukzNew England Securities Corporation otherValmark Advisers, Inc. otherOtherOct 27, 2014Oct 20, 2014
Paul Eric RosenMML Investors Services, LLC otherValmark Advisers, Inc. otherOtherOct 23, 2014Oct 21, 2014
Susan Ebbert HallFirst Heartland Consultants, Inc. otherValmark Advisers, Inc. otherOtherOct 23, 2014Oct 20, 2014
Steven Patrick CarlsonProsperity Capital Advisors otherValmark Advisers, Inc. otherOtherAug 29, 2014Aug 15, 2014
Jeffrey W StephensFinancial Telesis, Inc. otherValmark Advisers, Inc. otherOtherJul 31, 2014Jul 31, 2014
Gregory Scott CahillNfp Advisor Services, LLC otherValmark Advisers, Inc. otherOtherMar 24, 2014Apr 16, 2014
Angel KelleyLPL Financial LLC otherValmark Advisers, Inc. otherOtherMar 19, 2014Apr 11, 2014
Cathy Marie JacobsLPL Financial LLC otherValmark Advisers, Inc. otherOtherJan 13, 2014Dec 22, 2015 (708 d)
Kathleen Graham MarteneyResonate Advisors, Inc. unclassifiedValmark Advisers, Inc. otherOtherJan 13, 2014Mar 31, 2009
John Paul FrancisLPL Financial LLC otherValmark Advisers, Inc. otherOtherNov 13, 2013Dec 19, 2013 (36 d)
Kristen Erin CarmichaelLPL Financial LLC otherValmark Advisers, Inc. otherOtherNov 13, 2013Nov 8, 2013
Julian Herman GoodMsi Financial Services, Inc. otherValmark Advisers, Inc. otherOtherOct 9, 2013Oct 11, 2013
Kelley Adams KingPlante Moran Financial Advisors otherValmark Advisers, Inc. otherOtherOct 3, 2013Oct 31, 2013
Bradley John MuellerWipfli Hewins Investment Advisors LLC otherValmark Advisers, Inc. BD affiliatedOtherJul 3, 2013May 14, 2024 (3968 d)
Douglas Frederick WilburnJ.P. Morgan Clearing Corp. no RAUMValmark Advisers, Inc. otherOtherJun 11, 2013Jun 9, 2015 (728 d)
David Roland NabityProfessional Advisory Group unclassifiedValmark Advisers, Inc. otherOtherApr 24, 2013Apr 29, 2013
Justin David NabityProfessional Advisory Group unclassifiedValmark Advisers, Inc. otherOtherApr 24, 2013Apr 29, 2013
Daniel Patrick RushEagle Strategies LLC otherValmark Advisers, Inc. BD affiliatedOtherJan 18, 2013Mar 3, 2020 (2601 d)
Ryan Jeffrey KlekarKen Byers & Associates unclassifiedValmark Advisers, Inc. otherOtherNov 16, 2012Mar 18, 2009
Michael Martin FlahertyInvestment Professionals, Inc. otherValmark Advisers, Inc. otherOtherAug 8, 2012Aug 31, 2012
Joshua James ChaseConcourse Financial Group Advisors otherValmark Advisers, Inc. otherOtherAug 1, 2012Aug 6, 2012
Thomas Patrick OlexaWoodbury Financial Services, Inc. otherValmark Advisers, Inc. otherOtherJul 19, 2012Jul 17, 2012
Bradley Scott DoyWoodbury Financial Services, Inc. otherValmark Advisers, Inc. otherOtherJul 19, 2012Jul 17, 2012
James Robert Vande LogtWoodbury Financial Services, Inc. otherValmark Advisers, Inc. otherOtherJul 19, 2012Jul 17, 2012
Irene Angela ZurowskiMML Investors Services, LLC otherValmark Advisers, Inc. mixed wealthOtherMay 16, 2012Apr 11, 2018 (2156 d)
Pamela Sue GhezziFmr Wealth Management, LLC unclassifiedValmark Advisers, Inc. otherOtherMar 23, 2012Oct 31, 2011
Orville John IgharasSuntrust Investment Services, Inc. otherValmark Advisers, Inc. otherOtherMar 9, 2012Jan 14, 2014 (676 d)
Cole Barrett CondonMML Investors Services, LLC otherValmark Advisers, Inc. otherOtherFeb 16, 2012Feb 17, 2012
Judson J FornerOsaic Fa, Inc. otherValmark Advisers, Inc. otherOtherFeb 3, 2012Nov 6, 2012 (277 d)
Richard Andrew HillsberyVista Wealth Management, LLC otherValmark Advisers, Inc. otherOtherFeb 1, 2012May 22, 2012 (111 d)
Charles Owen MooreSecurian Financial Services, Inc. otherValmark Advisers, Inc. otherOtherNov 1, 2011Jul 12, 2012 (254 d)
Scott Richard RussSecurian Financial Services, Inc. otherValmark Advisers, Inc. otherOtherNov 1, 2011Nov 1, 2011
Ryan William ParrottSecurian Financial Services, Inc. otherValmark Advisers, Inc. otherOtherNov 1, 2011Oct 25, 2011
Lawrence Brian RaymondAbg Portfolio Strategies, Inc. otherValmark Advisers, Inc. otherOtherSep 13, 2011Feb 8, 2012 (148 d)
Donald Eugene GilinSecurian Financial Services, Inc. otherValmark Advisers, Inc. otherOtherJul 20, 2011Jul 20, 2011
Edward Charles SkellyInvest Financial Corporation otherValmark Advisers, Inc. otherOtherJul 19, 2011Jul 15, 2011
Michael Nguyen BuiInvest Financial Corporation otherValmark Advisers, Inc. otherOtherJul 19, 2011Jul 15, 2011
Kurt Allen CreamerSecurian Financial Services, Inc. otherValmark Advisers, Inc. otherOtherMar 23, 2011May 5, 2011 (43 d)
Edward Tirrell ArmstrongWaddell & Reed otherValmark Advisers, Inc. otherOtherJan 31, 2011Mar 11, 2011 (39 d)
Robert Courtney ClowerInvestors Capital Advisory otherValmark Advisers, Inc. otherOtherJan 11, 2011Jan 12, 2011
Patrick Robert VelekeiNfp Advisor Services, LLC otherValmark Advisers, Inc. otherOtherDec 2, 2010Dec 10, 2010
Mark Alan ChandikOsaic Fs, Inc. otherValmark Advisers, Inc. otherOtherOct 22, 2010Nov 19, 2010
Robert Alan MathersClifton Gunderson Wealth Advisors otherValmark Advisers, Inc. otherOtherOct 14, 2010Nov 18, 2010 (35 d)
John Paul FriarWalnut Street Securities, Inc. otherValmark Advisers, Inc. otherOtherOct 8, 2010Oct 7, 2010
Patricia Ann MooreWealth Development Strategies Investment Advisory, Inc. state registeredValmark Advisers, Inc. otherOtherAug 30, 2010Aug 3, 2010
Luann Marie SpaethePnc Wealth Management otherValmark Advisers, Inc. otherOtherAug 25, 2010Dec 1, 2011 (463 d)
Ali Abbas NasserEagle Strategies LLC otherValmark Advisers, Inc. otherOtherAug 20, 2010Aug 23, 2010
Geordie Marie HrdlickaHornor, Townsend & Kent, LLC otherValmark Advisers, Inc. otherOtherAug 16, 2010Aug 2, 2010
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234 moves match.