Advisor moves

Arrivals at Planmember Securities Corporation

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
Gary OvsakReliance Investing, Inc. state registeredPlanmember Securities Corporation otherOtherNov 19, 2014Feb 12, 2015 (85 d)
Susan Kay MackMorgan Stanley wirehousePlanmember Securities Corporation otherOtherNov 18, 2014Jul 6, 2015 (230 d)
Skyler Craig FredricksonGwn Securities Inc. otherPlanmember Securities Corporation otherOtherNov 11, 2014Nov 12, 2014
Joseph Brent HillGwn Securities Inc. otherPlanmember Securities Corporation otherOtherNov 11, 2014Nov 12, 2014
Gregory J SagersGwn Securities Inc. otherPlanmember Securities Corporation otherOtherNov 4, 2014Nov 10, 2014
Keith Francis BradyEssex National Securities, Inc. otherPlanmember Securities Corporation independent RIAOtherAug 28, 2014May 25, 2021 (2462 d)
Nila Marie MooreGwn Securities Inc. otherPlanmember Securities Corporation otherOtherAug 4, 2014Aug 1, 2014
Martin Wayne AdamsSagepoint Financial, Inc. otherPlanmember Securities Corporation otherOtherJun 30, 2014Jun 30, 2014
Lisa Jean GambleSagepoint Financial, Inc. otherPlanmember Securities Corporation otherOtherJun 30, 2014Jun 30, 2014
Stuart Bruce AllenGwn Securities Inc. otherPlanmember Securities Corporation otherOtherJun 27, 2014Jun 27, 2014
James Luther PattonGwn Securities Inc. otherPlanmember Securities Corporation otherOtherJun 25, 2014Jun 26, 2014
Aaron Denon BessonetteRaymond James Financial Services Advisors, Inc otherPlanmember Securities Corporation otherOtherJun 4, 2014Jun 9, 2014
Graham Mcmurray ClementLegend Advisory, LLC otherPlanmember Securities Corporation otherOtherMay 14, 2014May 28, 2014
Richard Alex BeckerValic Financial Advisors, Inc. otherPlanmember Securities Corporation otherOtherMay 14, 2014May 9, 2014
Anton TkachenkoNfp Advisor Services, LLC otherPlanmember Securities Corporation otherOtherApr 24, 2014Apr 2, 2015 (343 d)
Martha Ann BrownOneamerica Securities, Inc. otherPlanmember Securities Corporation otherOtherJan 22, 2014Jan 23, 2014
Clifford Ike NicholsGwn Securities Inc. otherPlanmember Securities Corporation otherOtherJan 14, 2014Jan 29, 2014
James Bruce BrennanGwn Securities Inc. otherPlanmember Securities Corporation otherOtherJan 14, 2014Jan 23, 2014
Paul HarneyInvestment Advisors Asset Management, LLC otherPlanmember Securities Corporation otherOtherJan 6, 2014Jan 28, 2014
Jon Robert FergusonCambridge Investment Research Advisors, Inc. otherPlanmember Securities Corporation otherOtherDec 31, 2013Jan 8, 2014
Geoffrey Allen TreatCambridge Investment Research Advisors, Inc. otherPlanmember Securities Corporation independent RIAOtherDec 11, 2013Nov 5, 2025 (4347 d)
Dena Jean McsherryRaymond James Financial Services Advisors, Inc otherPlanmember Securities Corporation otherOtherDec 5, 2013Apr 3, 2014 (119 d)
Danny Eugene WardLegend Advisory, LLC otherPlanmember Securities Corporation otherOtherNov 25, 2013Oct 5, 2015 (679 d)
Joy Soon OhMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePlanmember Securities Corporation otherOtherOct 28, 2013Mar 5, 2014 (128 d)
William George BrennanVeritrust Financial, LLC otherPlanmember Securities Corporation otherOtherOct 7, 2013Oct 7, 2013
Joseph Charles ChalomVeritrust Financial, LLC otherPlanmember Securities Corporation otherOtherOct 7, 2013Oct 21, 2013
Terry DuhamelVeritrust Financial, LLC otherPlanmember Securities Corporation otherOtherOct 7, 2013Oct 7, 2013
Timothy Frank McfallVeritrust Financial, LLC otherPlanmember Securities Corporation otherOtherOct 7, 2013Oct 7, 2013
Hector Noe HinojosaVeritrust Financial, LLC otherPlanmember Securities Corporation otherOtherOct 7, 2013Oct 7, 2013
Geoffrey Ballard HaynesVeritrust Financial, LLC otherPlanmember Securities Corporation otherOtherOct 7, 2013Oct 7, 2013
Richard Edward BentelVeritrust Financial, LLC otherPlanmember Securities Corporation otherOtherOct 7, 2013Oct 7, 2013
Bradley Jay EasomVeritrust Financial, LLC otherPlanmember Securities Corporation otherOtherOct 7, 2013Oct 29, 2013
Constantin Dragomir BrancovVeritrust Financial, LLC otherPlanmember Securities Corporation otherOtherOct 7, 2013Oct 7, 2013
Fred Wayne ThomasVeritrust Financial, LLC otherPlanmember Securities Corporation otherOtherOct 7, 2013Oct 7, 2013
Nick Allen EdwardsVeritrust Financial, LLC otherPlanmember Securities Corporation otherOtherOct 7, 2013Oct 7, 2013
Judith Angela ZeiglerVeritrust Financial, LLC otherPlanmember Securities Corporation otherOtherOct 7, 2013Oct 7, 2013
Philip DetlefsVeritrust Financial, LLC otherPlanmember Securities Corporation otherOtherOct 7, 2013Oct 7, 2013
James William SniderVeritrust Financial, LLC otherPlanmember Securities Corporation otherOtherOct 7, 2013Oct 7, 2013
Katherine Jean MorrisVeritrust Financial, LLC otherPlanmember Securities Corporation otherOtherOct 7, 2013Oct 7, 2013
Nathan Andrew EdwardsVeritrust Financial, LLC otherPlanmember Securities Corporation otherOtherOct 7, 2013Oct 29, 2013
Quincy Deearl CaldwellVeritrust Financial, LLC otherPlanmember Securities Corporation otherOtherOct 7, 2013Oct 7, 2013
Scott Stephen JacobsVeritrust Financial, LLC otherPlanmember Securities Corporation otherOtherOct 7, 2013Oct 29, 2013
Idolina Maria ShumwayVeritrust Financial, LLC otherPlanmember Securities Corporation otherOtherOct 7, 2013Oct 7, 2013
Joseph LauroEquitable Advisors, LLC national BDPlanmember Securities Corporation otherOtherSep 6, 2013Nov 8, 2013 (63 d)
Forrest Britt BarrEquitable Advisors, LLC national BDPlanmember Securities Corporation otherOtherJun 7, 2013Jun 10, 2013
Greg Robert HildebrandMsi Financial Services, Inc. otherPlanmember Securities Corporation otherOtherFeb 19, 2013Feb 27, 2013
Jennifer Odin CavalierWaddell & Reed otherPlanmember Securities Corporation otherOtherJan 31, 2013Oct 2, 2013 (244 d)
Steve Utama SarwonoSignator Financial Services, Inc. otherPlanmember Securities Corporation otherOtherJan 22, 2013Jan 28, 2013
Joseph Vincent MurraySignator Financial Services, Inc. otherPlanmember Securities Corporation otherOtherJan 18, 2013Jan 23, 2013
Steven Craig NeustaedterIndependent Financial Partners otherPlanmember Securities Corporation otherOtherNov 28, 2012Dec 14, 2012
Alexander Richard HuguesAvantax Advisory Services otherPlanmember Securities Corporation otherOtherSep 17, 2012Sep 13, 2012
Robert Jeffery EdwardsNew England Securities Corporation otherPlanmember Securities Corporation otherOtherSep 7, 2012Sep 19, 2012
Ronald Wayne JohnsonCetera Advisor Networks LLC otherPlanmember Securities Corporation otherOtherAug 31, 2012Sep 6, 2012
Steven R. BurgessCetera Advisor Networks LLC otherPlanmember Securities Corporation otherOtherAug 24, 2012Aug 24, 2012
Susan Elaine ColeCetera Advisor Networks LLC otherPlanmember Securities Corporation otherOtherJul 26, 2012Jul 30, 2012
Kristopher Brandel ZiskinMorgan Stanley wirehousePlanmember Securities Corporation otherOtherJun 19, 2012Oct 9, 2012 (112 d)
Stephen RaymondBolton Global Asset Management otherPlanmember Securities Corporation otherOtherJun 12, 2012Jun 22, 2012
Theodore Leonard BrooksRetirement Plan Advisors, LLC otherPlanmember Securities Corporation otherOtherMay 17, 2012May 16, 2012
Wendy P. SimmonsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePlanmember Securities Corporation otherOtherMay 10, 2012Oct 11, 2016 (1615 d)
Bryan Alan HummelSecurities America Advisors, Inc. otherPlanmember Securities Corporation otherOtherApr 30, 2012May 4, 2012
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340 moves match.