DFX Intelligence
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 |
|---|---|---|---|---|---|
| Wendeline Dill | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Mar 18, 2016 | May 24, 2018 (797 d) |
| Phyllis Anne Sarabyn | Edward Jones national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Jan 5, 2016 | Mar 24, 2016 (79 d) |
| Jennifer Lenore Chase | Lord, Abbett & Co. LLC other | Primerica Advisors national BD | Other | Dec 2, 2015 | Jul 8, 2021 (2045 d) |
| Carolina Naranjo | Morgan Stanley wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Nov 5, 2015 | Jan 1, 2026 (3710 d) |
| Jeffrey David Hettinger | Mutual Advisors, LLC other | Primerica Advisors national BD | Other | Jul 2, 2015 | Mar 3, 2016 (245 d) |
| Joel E Marius | Waddell & Reed other | Primerica Advisors national BD | Other | Jun 24, 2015 | Apr 27, 2017 (673 d) |
| Kelly J Wilson | Edward Jones national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Jun 4, 2015 | Jul 12, 2019 (1499 d) |
| Joseph Paul Arisco | Cuna Brokerage Services, Inc. other | Primerica Advisors national BD | Other | Jun 2, 2015 | Jan 5, 2017 (583 d) |
| Clayborn Paul Mcclinton | Usaa Financial Planning Services no RAUM | Primerica Advisors national BD | Other | Apr 24, 2015 | Sep 25, 2025 (3807 d) |
| Andrew C Rice | Thrivent Investment Management Inc. other | Primerica Advisors national BD | Other | Jan 26, 2015 | Sep 14, 2015 (231 d) |
| Jonelle Caroline Mceachern | Lincoln Investment other | Primerica Advisors national BD | Other | Dec 17, 2014 | Dec 14, 2016 (728 d) |
| Michael H Legette | Insight Securities, Inc. other | Primerica Advisors national BD | Other | Dec 16, 2014 | Dec 12, 2016 (727 d) |
| Robert Boris Geller | Arete Wealth Advisors, LLC other | Primerica Advisors national BD | Other | Dec 8, 2014 | Jul 25, 2016 (595 d) |
| Keith Joseph Delaporte | Gaines Financial Group other | Primerica Advisors national BD | Other | Nov 25, 2014 | Nov 21, 2016 (727 d) |
| Gary Anthony Kostowski | MML Investors Services, LLC other | Primerica Advisors national BD | Other | Nov 19, 2014 | Mar 17, 2016 (484 d) |
| Jamel Evan Wright | Citigroup Global Markets Inc. other | Primerica Advisors national BD | Other | Nov 13, 2014 | Nov 1, 2016 (719 d) |
| Tracy Lyn Gallman | Capital Advisors, Inc. other | Primerica Advisors national BD | Other | Nov 10, 2014 | Nov 3, 2016 (724 d) |
| Matthew Barr | Cetera Investment Advisers LLC other | Primerica Advisors national BD | Other | Aug 15, 2014 | Jun 2, 2018 (1387 d) |
| Robert Clinton Chastain | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Apr 28, 2014 | Apr 25, 2016 (728 d) |
| Joel E Marius | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Dec 23, 2013 | Jul 21, 2014 (210 d) |
| Trisha Kennedy | Ameriprise Financial Services, LLC national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Nov 5, 2013 | May 15, 2014 (191 d) |
| Junior Rondeau | Regal Investment Advisors LLC other | Primerica Advisors national BD | Other | Oct 31, 2013 | Dec 5, 2014 (400 d) |
| Isaac Saenz | J.P. Morgan Securities LLC wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Oct 4, 2013 | Jun 14, 2018 (1714 d) |
| Dawn Kami Charmatz | Barclays Capital Inc. other | Primerica Advisors national BD | Other | Aug 28, 2013 | Jul 30, 2015 (701 d) |
| David Mcpherson | Pnc Wealth Management other | Primerica Advisors national BD | Other | Aug 23, 2013 | Apr 9, 2014 (229 d) |
| Audrey Sabine Hirst | Waddell & Reed other | Primerica Advisors national BD | Other | Jun 6, 2013 | Oct 28, 2015 (874 d) |
| John Joseph Cooper | National Planning Corporation ("Npc Of America" In Fl & Ny) other | Primerica Advisors national BD | Other | Feb 13, 2013 | Nov 16, 2016 (1372 d) |
| Richard Olszewski | Investors Capital Advisory other | Primerica Advisors national BD | Other | Jan 11, 2013 | Feb 14, 2013 (34 d) |
| Thomas Michael Kapaun | Waddell & Reed other | Primerica Advisors national BD | Other | Dec 17, 2012 | Jan 2, 2014 (381 d) |
| Marvin Gabriel Norman | Equitable Advisors, LLC national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Nov 30, 2012 | Nov 6, 2014 (706 d) |
| Damian Jermaine Lyons | Valic Financial Advisors, Inc. other | Primerica Advisors national BD | Other | Nov 29, 2012 | Feb 20, 2014 (448 d) |
| Marysol Flores Salazar | LPL Financial LLC other | Primerica Advisors national BD | Other | Nov 6, 2012 | Jun 20, 2014 (591 d) |
| Eric Ebanks | Wells Fargo Advisors wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Oct 23, 2012 | Oct 17, 2014 (724 d) |
| David John Huya | Chapin Davis Asset Management other | Primerica Advisors national BD | Other | Sep 13, 2012 | Sep 12, 2014 (729 d) |
| Sherry Natalie Krebsbach | Wells Fargo Advisors wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Aug 9, 2012 | Jul 23, 2014 (713 d) |
| Sanjaya Krishna Balu | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Jul 17, 2012 | May 1, 2014 (653 d) |
| Alexandra Raquel Dodds | Wells Fargo Advisors wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Jul 6, 2012 | Mar 29, 2014 (631 d) |
| Cathy Rena Mcreynolds | Valic Financial Advisors, Inc. other | Primerica Advisors national BD | Other | Jun 21, 2012 | Jul 18, 2012 |
| Trent Dillon Murchison | Edward Jones national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | May 31, 2012 | May 28, 2014 (727 d) |
| Damon Jerome Drew | Ameriprise Financial Services, LLC national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Apr 17, 2012 | Apr 17, 2014 (730 d) |
| Shardea Maria Ages | Morgan Stanley wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Apr 10, 2012 | Mar 12, 2014 (701 d) |
| Christina D Kramer | Wells Fargo Advisors wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Apr 5, 2012 | Apr 24, 2012 |
| Audrey Kim Williamson | Fifth Third Securities, Inc. other | Primerica Advisors national BD | Other | Mar 23, 2012 | Jun 1, 2012 (70 d) |
| Dawn Ann Vardakas | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Mar 13, 2012 | Sep 15, 2016 (1647 d) |
| Erin Marie Rohn | Chase Investment Services Corp. other | Primerica Advisors national BD | Other | Feb 7, 2012 | Mar 4, 2014 (756 d) |
| David Layne Jackson | Suntrust Investment Services, Inc. other | Primerica Advisors national BD | Other | Jan 10, 2012 | Apr 10, 2012 (91 d) |
| Junior Rondeau | Chase Investment Services Corp. other | Primerica Advisors national BD | Other | Jan 6, 2012 | Jul 13, 2012 (189 d) |
| Brenda Kay Drews | Stancorp Investment Advisers, Inc. other | Primerica Advisors national BD | Other | Dec 31, 2011 | Dec 13, 2013 (713 d) |
| William Lynn Hartfield | Wells Fargo Advisors wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Dec 2, 2011 | Dec 13, 2013 (742 d) |
| Barbara Ann Wooden | Pnc Wealth Management other | Primerica Advisors national BD | Other | Sep 29, 2011 | Jan 21, 2025 (4863 d) |
| Michael Eugene Pearson | Advice And Planning Services other | Primerica Advisors national BD | Other | Aug 26, 2011 | Feb 8, 2013 (532 d) |
| Anna Marie Guyer | Wells Fargo Advisors wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Mar 23, 2011 | Jan 30, 2013 (679 d) |
| Dina Lynn Maru | Holland Advisory Services, Inc. other | Primerica Advisors national BD | Other | Feb 25, 2011 | Jan 9, 2025 (5067 d) |
| Lisa Jean Courter | Fifth Third Securities, Inc. other | Primerica Advisors national BD | Other | Jan 31, 2011 | Apr 12, 2012 (437 d) |
| Farah Abbas Mirza | Wells Fargo Advisors wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Dec 21, 2010 | Nov 26, 2012 (706 d) |
| John K Tabeek | Charles Schwab & Co., Inc. national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Dec 17, 2010 | Jan 9, 2013 (754 d) |
| Diego Adrian Conejo | Wells Fargo Investments, LLC unclassified | Primerica Advisors national BD | Other | Nov 29, 2010 | Sep 14, 2017 (2481 d) |
| Mark Edward Kenney | Cuna Brokerage Services, Inc. other | Primerica Advisors national BD | Other | Nov 16, 2010 | Aug 9, 2012 (632 d) |
| James Robert Brown | New England Securities Corporation other | Primerica Advisors national BD | Other | Sep 1, 2010 | Aug 27, 2012 (726 d) |
| Michael Thomas Donaldson | Chase Investment Services Corp. other | Primerica Advisors national BD | Other | Jul 28, 2010 | Jun 18, 2012 (691 d) |
282 moves match.