Advisor moves

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
Frank Acosta	LPL Financial LLC other	Usaa Financial Planning Services no RAUM	Other	Aug 8, 2013	Aug 27, 2013
Melissa Dawne Pyle	Edward Jones national BD	Usaa Financial Planning Services no RAUM	Other	Aug 6, 2013	Sep 5, 2013
Daniel Hyun Kim	J.P. Morgan Securities LLC wirehouse	Usaa Financial Planning Services no RAUM	Other	Aug 1, 2013	Aug 12, 2013
Gabriel John Goodhope	Advice And Planning Services other	Usaa Financial Planning Services no RAUM	Other	Jul 30, 2013	Oct 4, 2013 (66 d)
Brian Craig Byers	Wells Fargo Advisors wirehouse	Usaa Financial Planning Services no RAUM	Other	Jul 29, 2013	Aug 22, 2013
Russell Wells	Next Financial Group, Inc. other	Usaa Financial Planning Services no RAUM	Other	Jul 26, 2013	Aug 5, 2013
Scott Michael Gehring	E*Trade Capital Management, LLC other	Usaa Financial Planning Services no RAUM	Other	Jul 22, 2013	Aug 30, 2013 (39 d)
Scott Herbert Sundberg	E*Trade Capital Management, LLC other	Usaa Financial Planning Services no RAUM	Other	Jul 16, 2013	Dec 9, 2013 (146 d)
Antonio Medrano	Citigroup Global Markets Inc. other	Usaa Financial Planning Services no RAUM	Other	Jul 10, 2013	Jan 15, 2014 (189 d)
Gilbert Joseph Schisler	T. Rowe Price Advisory Services, Inc. no RAUM	Usaa Financial Planning Services no RAUM	Other	Jul 8, 2013	Aug 12, 2013 (35 d)
David Rairden	Charles Schwab & Co., Inc. national BD	Usaa Financial Planning Services no RAUM	Other	Jul 5, 2013	Jul 15, 2013
Blagojce Kocovski	T. Rowe Price Advisory Services, Inc. no RAUM	Usaa Financial Planning Services no RAUM	Other	Jul 1, 2013	Aug 12, 2013 (42 d)
Jordan Blaine Arave	Wells Fargo Advisors wirehouse	Usaa Financial Planning Services no RAUM	Other	Jun 26, 2013	Jul 9, 2013
John Micah Milliron	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Usaa Financial Planning Services no RAUM	Other	Jun 19, 2013	Jul 15, 2013
Rowland Pepito	Advice And Planning Services other	Usaa Financial Planning Services no RAUM	Other	Jun 14, 2013	Jul 8, 2013
Carolina Nmn Ortiz	Cuso Financial Services, L.P. other	Usaa Financial Planning Services no RAUM	Other	Jun 14, 2013	Jul 9, 2013
Marius V Mada	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Usaa Financial Planning Services no RAUM	Other	Jun 10, 2013	Jul 16, 2013 (36 d)
Joshua Lebson	Pnc Wealth Management other	Usaa Financial Planning Services no RAUM	Other	May 30, 2013	Jun 13, 2014 (379 d)
Robert Dean Nelson	Cuna Brokerage Services, Inc. other	Usaa Financial Planning Services no RAUM	Other	May 17, 2013	Jun 14, 2013
Robert Sherrier	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Usaa Financial Planning Services no RAUM	Other	Apr 15, 2013	May 1, 2013
Walter Chandler Rudd	Morgan Stanley wirehouse	Usaa Financial Planning Services no RAUM	Other	Apr 9, 2013	Apr 24, 2013
Christopher John Sanchez	Fifth Third Securities, Inc. other	Usaa Financial Planning Services no RAUM	Other	Mar 28, 2013	Oct 1, 2013 (187 d)
Freddie Latron Broadway	J.P. Morgan Securities LLC wirehouse	Usaa Financial Planning Services no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Mar 18, 2013	Oct 1, 2013 (197 d)
Kyle Anthony Richardson	T. Rowe Price Advisory Services, Inc. no RAUM	Usaa Financial Planning Services no RAUM	Other	Feb 28, 2013	Apr 4, 2013 (35 d)
Charles Christopher Stennett	T. Rowe Price Advisory Services, Inc. no RAUM	Usaa Financial Planning Services no RAUM	Other	Feb 22, 2013	Apr 4, 2013 (41 d)
Omar Alberto Tovar	Edward Jones national BD	Usaa Financial Planning Services no RAUM	Affiliated broker-dealer or bank to a newly registered adviser	Feb 5, 2013	May 6, 2014 (455 d)
Amanda Brooke Reyes	Thrivent Investment Management Inc. other	Usaa Financial Planning Services no RAUM	Other	Jan 28, 2013	Feb 19, 2014 (387 d)
Eric David Coyner	Equitable Advisors, LLC national BD	Usaa Financial Planning Services no RAUM	Affiliated broker-dealer or bank to a newly registered adviser	Jan 25, 2013	Dec 9, 2013 (318 d)
Karen Cecilia Burkhart	Pruco Securities, LLC other	Usaa Financial Planning Services no RAUM	Other	Jan 22, 2013	Feb 22, 2013 (31 d)
Jonathan Peyton	Investment Professionals, Inc. other	Usaa Financial Planning Services no RAUM	Other	Dec 19, 2012	Jan 14, 2013
Michael Brian Schoffman	UBS Financial Services Inc. wirehouse	Usaa Financial Planning Services no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Dec 19, 2012	Jan 9, 2013
Brian Mckinney	Axis Financial Partners, LLC unclassified	Usaa Financial Planning Services no RAUM	Other	Dec 3, 2012	Apr 4, 2014 (487 d)
Timothy Bernhard Kauk	B. C. Ziegler And Company other	Usaa Financial Planning Services no RAUM	Other	Dec 3, 2012	Jul 12, 2013 (221 d)
Crystal Lynn Dykstra	Charles Schwab & Co., Inc. national BD	Usaa Financial Planning Services no RAUM	Affiliated broker-dealer or bank to a newly registered adviser	Nov 30, 2012	Dec 20, 2012
Richard Charles Harrison	Edward Jones national BD	Usaa Financial Planning Services no RAUM	Affiliated broker-dealer or bank to a newly registered adviser	Nov 20, 2012	Dec 18, 2012
Scott I Miller	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Usaa Financial Planning Services no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Nov 1, 2012	Apr 4, 2013 (154 d)
Brian Michael Strange	Td Ameritrade, Inc. no RAUM	Usaa Financial Planning Services no RAUM	Other	Oct 25, 2012	Feb 11, 2014 (474 d)
Brandon Ronald Fresard	Chase Investment Services Corp. other	Usaa Financial Planning Services no RAUM	Other	Sep 19, 2012	Jan 29, 2014 (497 d)
Kentrell Taylor	Wells Fargo Advisors wirehouse	Usaa Financial Planning Services no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 18, 2012	Sep 19, 2013 (366 d)
Rogelio Garduno	Strategic Advisers LLC national BD	Usaa Financial Planning Services no RAUM	Affiliated broker-dealer or bank to a newly registered adviser	Sep 6, 2012	Aug 30, 2013 (358 d)
Spencer Curtis Christiansen	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Usaa Financial Planning Services no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Aug 28, 2012	Sep 25, 2012
James Benson Hanley	Valic Financial Advisors, Inc. other	Usaa Financial Planning Services no RAUM	Other	Aug 22, 2012	Jul 30, 2015 (1072 d)
Garrick G Ruiz	Morgan Keegan & Company, LLC other	Usaa Financial Planning Services no RAUM	Other	Aug 20, 2012	Sep 19, 2012
Christopher Totten	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Usaa Financial Planning Services no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Aug 13, 2012	Sep 3, 2012
Richard Andrew Solt	Strategic Advisers LLC national BD	Usaa Financial Planning Services no RAUM	Affiliated broker-dealer or bank to a newly registered adviser	Jul 24, 2012	Aug 7, 2012
Niels Buksik	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Usaa Financial Planning Services no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Jul 23, 2012	Aug 21, 2012
Cheryl West Langston	Bb&T Investment Services, Inc. no RAUM	Usaa Financial Planning Services no RAUM	Other	Jul 9, 2012	Aug 2, 2012
David Allen Dodgen	LPL Financial LLC other	Usaa Financial Planning Services no RAUM	Other	Jul 5, 2012	Jul 18, 2012
Jeffrey Scott Hinrichs	Lincoln Investment other	Usaa Financial Planning Services no RAUM	Other	Jul 5, 2012	Jul 20, 2015 (1110 d)
Michael D Partee	Equitable Advisors, LLC national BD	Usaa Financial Planning Services no RAUM	Affiliated broker-dealer or bank to a newly registered adviser	Jul 5, 2012	Jul 20, 2012
Shifali Shetty	Primerica Advisors national BD	Usaa Financial Planning Services no RAUM	Affiliated broker-dealer or bank to a newly registered adviser	Jul 2, 2012	Jul 9, 2012
Andrew Alton Dixon	Strategic Advisers LLC national BD	Usaa Financial Planning Services no RAUM	Affiliated broker-dealer or bank to a newly registered adviser	Jun 7, 2012	Jul 11, 2012 (34 d)
Wendy Whiffen Harper	Investment Professionals, Inc. other	Usaa Financial Planning Services no RAUM	Other	May 9, 2012	Jun 25, 2012 (47 d)
Spencer Thomas Sligh	Morgan Stanley wirehouse	Usaa Financial Planning Services no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	May 4, 2012	Jun 1, 2012
Shawn Nierman	Wells Fargo Advisors wirehouse	Usaa Financial Planning Services no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	May 1, 2012	May 7, 2014 (736 d)
Gary Richard Loduca	Avantax Advisory Services other	Usaa Financial Planning Services no RAUM	Other	Apr 12, 2012	May 10, 2012
Gregory Frazier Childress	Td Ameritrade Investment Management, LLC other	Usaa Financial Planning Services no RAUM	Other	Apr 9, 2012	Sep 13, 2013 (522 d)
Selenne Calhamer	Citigroup Global Markets Inc. other	Usaa Financial Planning Services no RAUM	Other	Apr 5, 2012	May 2, 2012
Derric Hoover	Valic Financial Advisors, Inc. other	Usaa Financial Planning Services no RAUM	Other	Jan 4, 2012	Jul 16, 2012 (194 d)
Rufus Alston Roberts	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Usaa Financial Planning Services no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Jan 3, 2012	Jun 4, 2012 (153 d)

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589 moves match.