Advisor moves

Arrivals at Personal Capital Advisors 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
Aaron James HauglandCuso Financial Services, L.P. otherPersonal Capital Advisors Corporation otherOtherMay 6, 2016May 10, 2016
Scott Thomas SchleicherOsborne Partners otherPersonal Capital Advisors Corporation otherOtherApr 4, 2016Apr 8, 2016
Ian James WymoreMorgan Stanley wirehousePersonal Capital Advisors Corporation otherOtherJan 20, 2016Jan 26, 2016
Brian YannacconeEdward Jones national BDPersonal Capital Advisors Corporation otherOtherDec 15, 2015Jan 19, 2016 (35 d)
Ryan Jonathon BluskeJ.P. Morgan Securities LLC wirehousePersonal Capital Advisors Corporation otherOtherJul 7, 2015Jul 16, 2015
Ryan Joseph HeffernanNorthwestern Mutual Investment Services,LLC otherPersonal Capital Advisors Corporation otherOtherJun 16, 2015Jul 8, 2015
Michael HeftyEdward Jones national BDPersonal Capital Advisors Corporation otherOtherMay 18, 2015Jun 2, 2015
Keith Douglas JonesTransamerica Financial Advisors, LLC otherPersonal Capital Advisors Corporation otherOtherMay 7, 2015May 18, 2015
Matthew R VoellSecurian Financial Services, Inc. otherPersonal Capital Advisors Corporation otherOtherApr 10, 2015Jun 2, 2015 (53 d)
Brian Richard KernsStrategic Advisers LLC national BDPersonal Capital Advisors Corporation otherOtherApr 2, 2015Oct 5, 2017 (917 d)
Chris A. LuttmanBok Financial Advisors otherPersonal Capital Advisors Corporation otherOtherNov 19, 2014Oct 22, 2013
Jonathan Allen LoreUBS Financial Services Inc. wirehousePersonal Capital Advisors Corporation otherOtherNov 10, 2014Nov 5, 2014
Ryan William EmersonBurrus otherPersonal Capital Advisors Corporation otherOtherNov 10, 2014Dec 3, 2014
Matthew S ParkinCharles Schwab & Co., Inc. national BDPersonal Capital Advisors Corporation otherOtherOct 22, 2014Jan 9, 2015 (79 d)
Christopher Sean McquillanAssetmark, Inc. otherPersonal Capital Advisors Corporation otherOtherOct 7, 2014Oct 14, 2014
Daniel James KuhlSecurian Financial Services, Inc. otherPersonal Capital Advisors Corporation otherOtherOct 6, 2014Oct 10, 2014
Edward John GueitsEdward Jones national BDPersonal Capital Advisors Corporation otherOtherJul 18, 2014Aug 15, 2014
Charlie John MurphyEdward Jones national BDPersonal Capital Advisors Corporation otherOtherJun 7, 2014Jun 20, 2014
Brian Scott WhatleyWells Fargo Advisors wirehousePersonal Capital Advisors Corporation otherOtherMay 28, 2014Jun 4, 2014
Andrew Bryan HefnerEdward Jones national BDPersonal Capital Advisors Corporation independent RIAAffiliated broker-dealer or bank to independent RIAMay 13, 2014Jan 14, 2020 (2072 d)
Shannon LynchUBS Financial Services Inc. wirehousePersonal Capital Advisors Corporation otherOtherMar 31, 2014May 8, 2014 (38 d)
Jesse Mcminn PiburnEquitable Advisors, LLC national BDPersonal Capital Advisors Corporation otherOtherMar 3, 2014Mar 4, 2014
Christopher Daniel LongCharles Schwab & Co., Inc. national BDPersonal Capital Advisors Corporation otherOtherFeb 10, 2014Mar 6, 2014
Michael Robert HunterEdward Jones national BDPersonal Capital Advisors Corporation otherOtherJan 23, 2014Feb 25, 2014 (33 d)
Scott Michael WalkerKey Investment Services LLC otherPersonal Capital Advisors Corporation otherOtherJan 7, 2014Jan 15, 2014
Frederic Young Hoon HanEdward Jones national BDPersonal Capital Advisors Corporation otherOtherNov 27, 2013Dec 3, 2013
Ryan David KoenigNational Planning Corporation ("Npc Of America" In Fl & Ny) otherPersonal Capital Advisors Corporation otherOtherNov 1, 2013Nov 13, 2013
Gregory Phillip LawrenceNestwise LLC otherPersonal Capital Advisors Corporation otherOtherSep 27, 2013Nov 25, 2013 (59 d)
Amin N DabitMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePersonal Capital Advisors Corporation otherOtherSep 27, 2013Oct 17, 2013
Garrett Steven GunbergWells Fargo Advisors wirehousePersonal Capital Advisors Corporation otherOtherSep 9, 2013Sep 25, 2013
Todd Harland BurnafordNew England Securities Corporation otherPersonal Capital Advisors Corporation otherOtherAug 27, 2013May 11, 2017 (1353 d)
Blake Vaughan BarnettAmeriprise Financial Services, LLC national BDPersonal Capital Advisors Corporation otherOtherAug 20, 2013May 6, 2014 (259 d)
Brett Theodore GrauCharles Schwab & Co., Inc. national BDPersonal Capital Advisors Corporation otherOtherAug 13, 2013Oct 17, 2013 (65 d)
Bryan LennonConvergent Wealth Advisors, LLC otherPersonal Capital Advisors Corporation otherOtherJul 22, 2013Oct 22, 2013 (92 d)
Stephen William NykampTmfs-San Francisco-Oakland, LLC otherPersonal Capital Advisors Corporation otherOtherJun 6, 2013Oct 17, 2013 (133 d)
Andrew Charles ThompsonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePersonal Capital Advisors Corporation otherOtherMay 16, 2013Jun 18, 2013 (33 d)
Adam MazzaroAlliancebernstein L.P. otherPersonal Capital Advisors Corporation otherOtherJan 30, 2013Feb 25, 2013
Joshua Steven FishmanFisher Investments otherPersonal Capital Advisors Corporation otherOtherNov 9, 2012Nov 21, 2012
Patrick O'Rourke DinanTd Ameritrade Investment Management, LLC otherPersonal Capital Advisors Corporation otherOtherOct 26, 2012Oct 29, 2012
Cameron OttFisher Investments otherPersonal Capital Advisors Corporation otherOtherOct 25, 2012Feb 25, 2013 (123 d)
Daniel Thomas StampfFisher Investments otherPersonal Capital Advisors Corporation otherOtherAug 8, 2012Aug 27, 2012
James Matthew WeeksLotusgroup Advisors otherPersonal Capital Advisors Corporation otherOtherMar 1, 2012Jul 7, 2015 (1223 d)
Thomas Michael SalvatierraFisher Investments otherPersonal Capital Advisors Corporation otherOtherJan 9, 2012Oct 26, 2012 (291 d)
Tyler Andrew MorrisWaddell & Reed otherPersonal Capital Advisors Corporation otherOtherDec 21, 2011Feb 25, 2014 (797 d)
Michelle Erin BrownsteinFisher Investments otherPersonal Capital Advisors Corporation otherOtherNov 30, 2011Jan 3, 2012 (34 d)
Bryan Joseph KnoebelEquitable Advisors, LLC national BDPersonal Capital Advisors Corporation otherOtherOct 20, 2011Apr 18, 2017 (2007 d)
Pablo Guerrero FittingFisher Investments otherPersonal Capital Advisors Corporation otherOtherSep 1, 2011Sep 23, 2011
William Scott BaberSorrento Pacific Financial, LLC otherPersonal Capital Advisors Corporation otherOtherAug 26, 2011Sep 26, 2011 (31 d)
Craig Alan BirkFolioboost, LLC unclassifiedPersonal Capital Advisors Corporation otherOtherApr 1, 2011May 24, 2011 (53 d)
Kyle Carroll RyanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePersonal Capital Advisors Corporation otherOtherOct 5, 2010Apr 12, 2011 (189 d)
Brendan James ErneFisher Investments otherPersonal Capital Advisors Corporation otherOtherApr 7, 2010Mar 6, 2014 (1429 d)
Kevin George MannCharles Schwab & Co., Inc. national BDPersonal Capital Advisors Corporation independent RIAAffiliated broker-dealer or bank to independent RIAMar 18, 2010Mar 14, 2018 (2918 d)
Whitney Anne PappasStrategic Advisers LLC national BDPersonal Capital Advisors Corporation otherOtherFeb 2, 2010Sep 6, 2013 (1312 d)
Antwann HolmesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePersonal Capital Advisors Corporation otherOtherDec 1, 2008Mar 9, 2015 (2289 d)
Michael John SiedschlagCetera Investment Services LLC otherPersonal Capital Advisors Corporation otherOtherMay 27, 2005Jan 1, 2014 (3141 d)
Todd William McfarlandRtm Financial unclassifiedPersonal Capital Advisors Corporation otherOtherAug 26, 2004Oct 17, 2013 (3339 d)
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236 moves match.