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
Brandon Keith AgamennoneEagle Strategies LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 26, 2024Nov 15, 2024
Gerardo RamirezEagle Strategies LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 19, 2024Apr 1, 2025 (133 d)
Brad Michael KreinerSpc BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 19, 2024Nov 25, 2024
Ariel Murtha LeeEdward Jones national BDPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 12, 2024Nov 26, 2024
Sergio Jimenez-GudinoDominion Capital LLC unclassifiedPark Avenue Securities LLC BD affiliatedOtherNov 9, 2024Sep 19, 2024
Jesus Gerardo SifuentesDominion Capital LLC unclassifiedPark Avenue Securities LLC BD affiliatedOtherNov 9, 2024Sep 26, 2024
James E JolyCambridge Investment Research Advisors, Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 5, 2024Nov 12, 2024
Rolandus JohnsonStirlingshire Investments independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 5, 2024Oct 6, 2025 (335 d)
David H WeinbergOsaic Wealth, Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 31, 2024Nov 6, 2024
Brian S FalconerOsaic Wealth, Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 31, 2024Oct 28, 2024
Sean Michael MccabeOsaic Wealth, Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 31, 2024Oct 31, 2024
Koby Eric GartnerOsaic Wealth, Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 30, 2024Oct 29, 2024
Jeffrey Michael BarretteMML Investors Services, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 28, 2024Oct 17, 2024
Brianna Nicole KingLPL Financial LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 23, 2024Oct 28, 2024
Juan Pablo BustamanteMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePark Avenue Securities LLC BD affiliatedWirehouse to affiliated broker-dealer or bankOct 22, 2024Nov 15, 2024
Frank JimenezEagle Strategies LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 21, 2024Oct 14, 2024
Kurt RaheEagle Strategies LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 17, 2024Jun 9, 2025 (235 d)
Jeremy Graham EdgeMML Investors Services, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 15, 2024Oct 16, 2024
Matthew Bernard DerbyLPL Financial LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 2, 2024Jan 24, 2025 (114 d)
Caleb Merrill StephensLPL Financial LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 27, 2024Sep 18, 2024
Matthew MooreMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePark Avenue Securities LLC BD affiliatedWirehouse to affiliated broker-dealer or bankSep 27, 2024Oct 24, 2024
Vincent Joseph CagninaNorthwestern Mutual Investment Services,LLC no RAUMPark Avenue Securities LLC BD affiliatedOtherSep 17, 2024Jul 15, 2025 (301 d)
Zachary FuEquitable Advisors, LLC national BDPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 17, 2024Sep 17, 2024
Daniel J NelsonVanderbilt Advisory Services BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 13, 2024Sep 16, 2024
Joseph FalcoAmeriprise Financial Services, LLC national BDPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 10, 2024May 12, 2025 (244 d)
William J CarverThrivent Investment Management Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 26, 2024Jun 6, 2025 (284 d)
Jason ZradaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePark Avenue Securities LLC BD affiliatedWirehouse to affiliated broker-dealer or bankAug 26, 2024Sep 19, 2024
Cameron FiorelloFlorida Financial Advisors, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 19, 2024Jun 9, 2025 (294 d)
Amanda Marie WeeseCetera Investment Advisers LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 16, 2024Sep 6, 2024
Deyanily Maria WyckoffJ.P. Morgan Securities LLC wirehousePark Avenue Securities LLC BD affiliatedWirehouse to affiliated broker-dealer or bankAug 10, 2024Sep 19, 2024 (40 d)
Jan Axel TriblerCambridge Investment Research Advisors, Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 9, 2024Aug 1, 2024
Nicholas Andrew BrehmerChurchill Management Group independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 1, 2024Feb 11, 2026 (559 d)
Andrew Benjamin CiampichiniLaidlaw Wealth Management LLC independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 30, 2024Jul 19, 2024
Griffin Jay NixMorgan Stanley wirehousePark Avenue Securities LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJul 29, 2024Jul 29, 2024
Chintan Manan MehtaEsi Financial Advisors independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 19, 2024Aug 9, 2024
John Robert BartlettFidelity Personal And Workplace Advisors BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 18, 2024Aug 15, 2024
Michael Warren ConstantineNeuberger Berman Bd LLC no RAUMPark Avenue Securities LLC BD affiliatedOtherJun 18, 2024Sep 18, 2025 (457 d)
Daniel JemibewonCitigroup Global Markets Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 18, 2024Dec 19, 2025 (549 d)
Doan Phuong NguyenCambridge Investment Research Advisors, Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 14, 2024Jun 17, 2024
Tyler R LiebermanAllstate Financial Advisors, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 14, 2024Jun 26, 2024
George Anthony LouresFisher Investments independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 10, 2024Dec 5, 2024 (178 d)
Elliott N SingerPruco Securities, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 3, 2024Jul 10, 2024 (37 d)
Brian BossmanCitizens Securities, Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 30, 2024Jun 10, 2024
Benjamin Josef AdamsMML Investors Services, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 17, 2024May 23, 2024
Cole Louis GreganBny Mellon Securities Corporation otherPark Avenue Securities LLC BD affiliatedOtherMay 9, 2024Aug 23, 2024 (106 d)
Courtney S CrenshawEagle Strategies LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 6, 2024Jun 4, 2024
Spencer PhillipsMML Investors Services, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 29, 2024May 7, 2024
Steven DolanMML Investors Services, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 29, 2024May 7, 2024
Leo E ChoquetteOsaic Wealth, Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 24, 2024May 9, 2024
Maxwell Rhodes RogersMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePark Avenue Securities LLC BD affiliatedWirehouse to affiliated broker-dealer or bankApr 17, 2024Jul 18, 2024 (92 d)
Jeff M AbodeelyAegis Capital Corp. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 10, 2024Aug 1, 2024 (113 d)
Samuel OcegueraMML Investors Services, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 9, 2024Apr 9, 2024
Robert Emmett HicksEagle Strategies LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 2, 2024May 10, 2024 (38 d)
Haiqing ChenMML Investors Services, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 28, 2024Apr 18, 2024
Matthew T HartRetirement Plans, Inc. otherPark Avenue Securities LLC BD affiliatedOtherMar 27, 2024Aug 14, 2024 (140 d)
Jessica FlowersMML Investors Services, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 22, 2024Apr 29, 2024 (38 d)
William YexAlphastar Capital Management independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 19, 2024May 15, 2024 (57 d)
Thanh TranNorthwestern Mutual Investment Services,LLC no RAUMPark Avenue Securities LLC BD affiliatedOtherFeb 27, 2024Mar 7, 2024
Maximilian Thomas NettesheimEquitable Advisors, LLC national BDPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 16, 2024Jul 3, 2025 (503 d)
Shane Michael WoldenWealthspire Retirement Advisory institutionalPark Avenue Securities LLC BD affiliatedOtherFeb 9, 2024Apr 16, 2024 (67 d)
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1,269 moves match.