Advisor moves

Arrivals at Missionsquare Retirement

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
Cengiz Murat AkyolSuntrust Investment Services, Inc. otherMissionsquare Retirement asset managerOtherJun 15, 2007Dec 10, 2018 (4196 d)
John Alan BullockUsaa Financial Planning Services no RAUMMissionsquare Retirement otherOtherJan 26, 2007May 9, 2007 (103 d)
Manuel NaputiAmeriprise Financial Services, LLC national BDMissionsquare Retirement otherOtherJan 18, 2007Sep 22, 2008 (613 d)
Mark Aaron MillerPaulson Investment Company, LLC otherMissionsquare Retirement asset managerOtherDec 31, 2006Nov 21, 2018 (4343 d)
Melissa Jane DoughtyAmeriprise Financial Services, LLC national BDMissionsquare Retirement otherOtherNov 9, 2006Jul 19, 2017 (3905 d)
Patricia Ann NicholsKeybanc Capital Markets Inc. unclassifiedMissionsquare Retirement otherOtherSep 15, 2006May 1, 2007 (228 d)
Susan Shaffer TrammelRubicon Global Group, Rubicon Global Advisors state registeredMissionsquare Retirement institutionalOtherSep 11, 2006Mar 16, 2021 (5300 d)
Jeffrey Michael KoeppenStifel, Nicolaus & Company, Incorporated national BDMissionsquare Retirement otherOtherMay 17, 2006Mar 3, 2008 (656 d)
Randall Armin NeisValic Financial Advisors, Inc. otherMissionsquare Retirement otherOtherJan 4, 2006Jun 25, 2007 (537 d)
Gabriel AlbaWells Fargo Advisors wirehouseMissionsquare Retirement otherOtherSep 26, 2005Nov 17, 2005 (52 d)
Larry Wendell JacksonA. G. Edwards & Sons, Inc. unclassifiedMissionsquare Retirement otherOtherSep 14, 2005May 10, 2007 (603 d)
Lorraine RodriguezUvest Financial Services Group, Inc. unclassifiedMissionsquare Retirement asset managerOtherJul 19, 2005Apr 11, 2018 (4649 d)
Ross Daniel EmmerSunamerica Securities, Inc. unclassifiedMissionsquare Retirement otherOtherMay 6, 2005Apr 17, 2007 (711 d)
Andrea Brashears-SampsonRaymond James Financial Services, Inc. unclassifiedMissionsquare Retirement otherOtherOct 18, 2004Feb 10, 2006 (480 d)
Barry Elijah WombleMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMissionsquare Retirement otherOtherApr 1, 2004Oct 10, 2005 (557 d)
Robert Daniel MoralesStrategic Wealth Management Inc unclassifiedMissionsquare Retirement otherOtherJan 9, 2004Jan 26, 2004
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196 moves match.