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
Danny Cory HowesAmerican Investment Services otherValmark Advisers, Inc. otherOtherJul 15, 2010Oct 27, 2010 (104 d)
Krystalynn Michele SchlegelUnited Planners' Financial Services Of America A Limited Partner otherValmark Advisers, Inc. BD affiliatedOtherJun 30, 2010Mar 27, 2023 (4653 d)
Joseph Anthony JiovenettaLPL Financial LLC otherValmark Advisers, Inc. otherOtherMay 5, 2010May 7, 2010
Michael Christopher RedheadRedhead Financial Group unclassifiedValmark Advisers, Inc. otherOtherMar 24, 2010Jun 4, 2009
John Joseph DemboskiWalnut Street Securities, Inc. otherValmark Advisers, Inc. otherOtherMar 17, 2010Mar 10, 2010
Steven Hartman VonschriltzOsaic Fa, Inc. otherValmark Advisers, Inc. BD affiliatedOtherDec 31, 2009Jul 13, 2022 (4577 d)
Seth John BuckleyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseValmark Advisers, Inc. otherOtherNov 13, 2009Oct 16, 2017 (2894 d)
Cynthia Marie CiccottiNorthwestern Mutual Investment Services,LLC otherValmark Advisers, Inc. otherOtherNov 5, 2009Mar 14, 2011 (494 d)
Eric DonnerNfp Advisor Services, LLC otherValmark Advisers, Inc. otherOtherOct 16, 2009May 4, 2011 (565 d)
Steven Dale HamannMML Investors Services, LLC otherValmark Advisers, Inc. otherOtherJul 17, 2009Oct 27, 2009 (102 d)
Jennifer Sue RamseyUBS Financial Services Inc. wirehouseValmark Advisers, Inc. otherOtherMay 13, 2009May 9, 2013 (1457 d)
Mark Born SchwendemanNew England Securities Corporation otherValmark Advisers, Inc. otherOtherApr 6, 2009Dec 18, 2009 (256 d)
Kenneth Cecil KinmanMML Investors Services, LLC otherValmark Advisers, Inc. otherOtherMar 6, 2009Mar 6, 2009
Ronald GoldbergNfp Advisor Services, LLC otherValmark Advisers, Inc. otherOtherFeb 10, 2009Feb 11, 2009
Joseph Anthony TrovatoSummit Investment Advisors, LLC unclassifiedValmark Advisers, Inc. otherOtherDec 31, 2008Sep 27, 2004
Warren Marshall MillerPruco Securities, LLC otherValmark Advisers, Inc. otherOtherDec 2, 2008Dec 10, 2008
Jeffrey Kenneth GarnicaHuntington Financial Advisors otherValmark Advisers, Inc. BD affiliatedOtherNov 24, 2008Jan 21, 2020 (4075 d)
Richard Allen SmithNfp Advisor Services, LLC otherValmark Advisers, Inc. otherOtherNov 20, 2008Nov 19, 2008
Aaron Taylor SmithNfp Advisor Services, LLC otherValmark Advisers, Inc. otherOtherNov 20, 2008Aug 31, 2009 (284 d)
David Marc RosellEquitable Advisors, LLC national BDValmark Advisers, Inc. otherOtherJun 25, 2008Jul 7, 2008
Anthony Allen MartinPruco Securities, LLC otherValmark Advisers, Inc. otherOtherJun 18, 2008Jun 18, 2008
William McnamaraNew England Securities Corporation otherValmark Advisers, Inc. otherOtherApr 1, 2008Apr 7, 2008
Dierdre LlewellynClifton Gunderson Wealth Advisors otherValmark Advisers, Inc. otherOtherDec 7, 2007Nov 30, 2007
Peter Frederic StegerNew England Securities Corporation otherValmark Advisers, Inc. otherOtherOct 3, 2007Oct 10, 2007
Philip Vincent GallagherNew England Securities Corporation otherValmark Advisers, Inc. otherOtherAug 21, 2007Dec 12, 2012 (1940 d)
Steven Patrick CarlsonUBS Financial Services Inc. wirehouseValmark Advisers, Inc. otherOtherJul 13, 2007Jan 9, 2013 (2007 d)
Paul Anthony RokoszRoxbury Capital Management LLC otherValmark Advisers, Inc. mixed wealthOtherJul 2, 2007May 16, 2018 (3971 d)
Kevin Carl KingstonMutual Service Corporation unclassifiedValmark Advisers, Inc. otherOtherJun 7, 2007Jun 4, 2007
Jared F. ThompsonSpc otherValmark Advisers, Inc. otherOtherJun 5, 2007Jun 5, 2007
Gary T. WolffSecurian Financial Services, Inc. otherValmark Advisers, Inc. otherOtherMar 9, 2007Mar 28, 2007
Frank Matthew LessickKeybanc Capital Markets Inc. unclassifiedValmark Advisers, Inc. otherOtherFeb 20, 2007Dec 1, 2011 (1745 d)
Douglas R. ThorpeNew England Securities Corporation otherValmark Advisers, Inc. otherOtherJan 26, 2007Jan 25, 2007
Toni Marie SamsNew England Securities Corporation otherValmark Advisers, Inc. otherOtherJan 24, 2007Jan 25, 2007
Christopher W BennonNew England Securities Corporation otherValmark Advisers, Inc. otherOtherJan 12, 2007Jan 31, 2007
Colin Svend LarsenColton Groome Financial Advisors, LLC independent RIAValmark Advisers, Inc. otherOtherDec 31, 2006Jan 16, 2007
Scott E KellyWalnut Street Advisers Inc unclassifiedValmark Advisers, Inc. otherOtherNov 2, 2006Oct 7, 2010 (1435 d)
William Craig MillerSignator Investors, Inc. otherValmark Advisers, Inc. otherOtherMay 24, 2006May 12, 2006
Stanley Donald MilovancevCharles Schwab & Co., Inc. national BDValmark Advisers, Inc. otherOtherFeb 13, 2006Dec 14, 2006 (304 d)
Joseph Max FeldmanLegg Mason Wood Walker, Incorporated unclassifiedValmark Advisers, Inc. otherOtherNov 17, 2005Nov 29, 2005
Michael AmoiaState Farm Investment Management Corp. otherValmark Advisers, Inc. BD affiliatedOtherApr 11, 2005Apr 28, 2023 (6591 d)
Steven Wayne FenyvesInvestments By Planners, Inc. otherValmark Advisers, Inc. otherOtherSep 30, 2004Oct 19, 2004
Sharon Ann HarrisonOsaic Fa, Inc. otherValmark Advisers, Inc. otherOtherAug 23, 2004Oct 18, 2004 (56 d)
Robert Joseph ReganBpm Wealth Management, LLC unclassifiedValmark Advisers, Inc. otherOtherMar 2, 2004Feb 20, 2004
David KonikowWalnut Street Advisers Inc unclassifiedValmark Advisers, Inc. otherOtherFeb 19, 2004Apr 14, 2004 (55 d)
Mark Joseph MillerOsaic Fa, Inc. otherValmark Advisers, Inc. otherOtherDec 12, 2003Dec 15, 2003
Frederick William ChurchleyM Holdings Securities, Inc. otherValmark Advisers, Inc. otherOtherNov 5, 2003Nov 19, 2003
James Elno MakeeFirstmerit Advisors, Inc. unclassifiedValmark Advisers, Inc. otherOtherSep 17, 2003Aug 4, 2003
Thomas Paul MuldoonPrincipal Securities, Inc. otherValmark Advisers, Inc. otherOtherJul 3, 2003Nov 5, 2003 (125 d)
Dax James WelsheimerPrincipal Securities, Inc. otherValmark Advisers, Inc. otherOtherJun 2, 2003Jun 17, 2003
Micheline Mary RomanoMorgan Stanley Dw Inc. unclassifiedValmark Advisers, Inc. otherOtherDec 16, 2002Jun 10, 2004 (542 d)
Robert Gordon MillerNew England Securities Corporation otherValmark Advisers, Inc. otherOtherDec 10, 2002Jan 10, 2003 (31 d)
Michael W KirshonNew England Securities Corporation otherValmark Advisers, Inc. otherOtherNov 11, 2002Nov 15, 2002
Jo Ann Elisabeth FaviaNew England Securities Corporation otherValmark Advisers, Inc. otherOtherOct 4, 2002Oct 11, 2002
Gus Henry ComiskeyM Holdings Securities, Inc. otherValmark Advisers, Inc. otherOtherSep 19, 2002May 12, 2011 (3157 d)
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234 moves match.