DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at United Planners' Financial Services Of America A Limited Partner

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
Deborah Lynn EgglestonMML Investors Services, LLC BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIAJul 30, 2020Jan 5, 2026 (1985 d)
Allan Mark MacveanSsn Advisory, Inc. BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIAJul 29, 2020Jul 29, 2020
Randolph Stephen MooreSsn Advisory, Inc. BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIAJul 28, 2020Jul 24, 2020
Tyra A MooreSsn Advisory, Inc. BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIAJul 28, 2020Jul 24, 2020
Donald Troy ViethInternational Assets Investment Management, LLC BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIAJul 20, 2020Jul 15, 2020
Edward Stanley KozunNext Financial Group, Inc. BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIAJul 15, 2020Jul 14, 2020
Damon David GeorgeCambridge Investment Research Advisors, Inc. BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIAJul 14, 2020Aug 18, 2020 (35 d)
Elisabet Ana RamosSummit Financial Group Inc BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIAJun 22, 2020Jun 19, 2020
Robert Norman FischCitizens Securities, Inc. BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIAJun 10, 2020Jun 9, 2020
Emily Diane ArnoldMML Investors Services, LLC BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIAJun 4, 2020Jun 2, 2020
Marc Alan LippincottMinistry Partners Securities, LLC state registeredUnited Planners' Financial Services Of America A Limited Partner independent RIAOtherApr 16, 2020Apr 15, 2020
Michelle Valdean LippincottMinistry Partners Securities, LLC state registeredUnited Planners' Financial Services Of America A Limited Partner independent RIAOtherApr 16, 2020Apr 15, 2020
Kathleen Lucille LindquistSan Diego Wealth Management, LLC unclassifiedUnited Planners' Financial Services Of America A Limited Partner independent RIAOtherMar 19, 2020Feb 3, 2020
Szablis M KleeConcourse Financial Group Advisors BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIAFeb 10, 2020Jan 16, 2020
David Brook FieldsWaddell & Reed BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIAFeb 7, 2020Feb 5, 2020
Patrick Daniel PortmanGwn Securities Inc. BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIAFeb 1, 2020Feb 1, 2020
Perry Lee DiedeConcourse Financial Group Advisors BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIAJan 29, 2020Jan 16, 2020
Jeffrey Thomas ZarlingConcourse Financial Group Advisors BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIAJan 29, 2020Jan 16, 2020
Alexandra Michelle StantonConcourse Financial Group Advisors BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIAJan 29, 2020Jan 16, 2020
Michael John MatuskaConcourse Financial Group Advisors BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIAJan 29, 2020Jan 16, 2020
David A LewitasConcourse Financial Group Advisors BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIAJan 27, 2020Jan 16, 2020
Jay Richard CutreraConcourse Financial Group Advisors BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIAJan 27, 2020Jan 17, 2020
John M. LynchWoodbury Financial Services, Inc. BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIAJan 24, 2020Jan 24, 2020
Dana Christopher GrimsrudConcourse Financial Group Advisors BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIAJan 21, 2020Jan 16, 2020
Tami Jo FieldsConcourse Financial Group Advisors BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIAJan 21, 2020Jan 16, 2020
Robert Carroll JonesSecurities America Advisors, Inc. BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2019Jan 3, 2020
James Anthony BartowLPL Financial LLC BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIADec 26, 2019Dec 24, 2019
Craig James FerrantinoNext Financial Group, Inc. BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIADec 23, 2019Mar 11, 2020 (79 d)
Megan Danielle MuccioNext Financial Group, Inc. BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIADec 23, 2019Dec 20, 2019
Christine HeineWealth Enhancement Advisory Services, LLC BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIADec 2, 2019Dec 6, 2019
Norman Trent BradshawCambridge Investment Research Advisors, Inc. BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIANov 6, 2019Nov 6, 2019
Michael P LoftusCambridge Investment Research Advisors, Inc. BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIANov 6, 2019Oct 30, 2019
Brandon Michael RogersCambridge Investment Research Advisors, Inc. BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIANov 6, 2019Nov 6, 2019
Michael Gregory BrahmerBernicke Wealth Management, Ltd. independent RIAUnited Planners' Financial Services Of America A Limited Partner independent RIARIA to RIAOct 11, 2019Sep 27, 2019
Dirk Gregory DegrootCetera Advisors LLC BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIAAug 9, 2019Aug 9, 2019
John Gerard RogersNationwide Securities, LLC no RAUMUnited Planners' Financial Services Of America A Limited Partner independent RIAOtherAug 7, 2019Jan 25, 2024 (1632 d)
David Ben ArnoldNationwide Securities, LLC no RAUMUnited Planners' Financial Services Of America A Limited Partner independent RIAOtherAug 7, 2019Jul 31, 2019
Raymond Elias DuenasStewardship Advisory Group, LLC independent RIAUnited Planners' Financial Services Of America A Limited Partner independent RIARIA to RIAJul 16, 2019Jan 24, 2019
Jarred John ElwellSowell Management independent RIAUnited Planners' Financial Services Of America A Limited Partner independent RIARIA to RIAJun 11, 2019May 15, 2019
Angela Marie BaggettBernicke Wealth Management, Ltd. independent RIAUnited Planners' Financial Services Of America A Limited Partner independent RIARIA to RIAJun 7, 2019Oct 23, 2019 (138 d)
Richard Dale NilmeierRice Brown Financial Services otherUnited Planners' Financial Services Of America A Limited Partner independent RIAOtherApr 12, 2019Nov 13, 2018
John Peter NilmeierRice Brown Financial Services otherUnited Planners' Financial Services Of America A Limited Partner independent RIAOtherApr 12, 2019Nov 13, 2018
Andrew Charles RothSei Investments Management Corp asset managerUnited Planners' Financial Services Of America A Limited Partner independent RIAOtherMar 5, 2019Jun 27, 2019 (114 d)
Kenneth Michael BrundageVoya Financial Advisors, Inc. BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIAFeb 13, 2019Feb 22, 2019
Kirk Warren FrancisCross Financial Services Corporation otherUnited Planners' Financial Services Of America A Limited Partner otherOtherFeb 7, 2019Apr 24, 2008
Neil Howard GraffEide Bailly Advisors, LLC independent RIAUnited Planners' Financial Services Of America A Limited Partner independent RIARIA to RIAJan 23, 2019Apr 5, 2019 (72 d)
Jeffrey Paul RogersStewardship Asset Management, LLC otherUnited Planners' Financial Services Of America A Limited Partner otherOtherDec 31, 2018Feb 23, 2011
Joseph Frank KroleskiPfg Advisors independent RIAUnited Planners' Financial Services Of America A Limited Partner independent RIARIA to RIADec 31, 2018Jun 4, 2019 (155 d)
Jamey Carl GrahamSignal Securities, Inc. BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIADec 12, 2018Jan 7, 2019
Kevin Darren BelshawMML Investors Services, LLC BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIAOct 24, 2018Jul 29, 2024 (2105 d)
Nathan Bradley HarroMML Investors Services, LLC BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIASep 18, 2018Sep 12, 2018
Michael Stanley MarionWells Fargo Advisors wirehouseUnited Planners' Financial Services Of America A Limited Partner independent RIAWirehouse to independent RIASep 17, 2018Sep 14, 2018
Jeffrey Donald LottWells Fargo Advisors wirehouseUnited Planners' Financial Services Of America A Limited Partner independent RIAWirehouse to independent RIASep 17, 2018Sep 14, 2018
Christine Renae BurkhartKms Financial Services, Inc BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIAJul 23, 2018Jul 20, 2018
Tassie Sonya MedlinKms Financial Services, Inc BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIAJul 20, 2018Jul 20, 2018
Shawn Kristian SchuylerWaddell & Reed BD affiliatedUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIAJul 11, 2018Jul 10, 2018
Gabriel Lewis MedinaFinancial & Estate Advisors, Inc unclassifiedUnited Planners' Financial Services Of America A Limited Partner independent RIAOtherJun 6, 2018Jul 2, 2018
James Patton WebbRhame & Gorrell Wealth Management independent RIAUnited Planners' Financial Services Of America A Limited Partner independent RIARIA to RIAMay 31, 2018May 25, 2018
Linda Jean BradleLPL Financial LLC independent RIAUnited Planners' Financial Services Of America A Limited Partner independent RIARIA to RIAMay 15, 2018May 18, 2018
Donald Eugene WilsonFocus Financial independent RIAUnited Planners' Financial Services Of America A Limited Partner independent RIARIA to RIAMay 14, 2018May 10, 2018
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459 moves match.