Advisor moves

Arrivals at Park Avenue Securities LLC

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
Jason HutchinsonCapital Analysts BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 8, 2024Feb 22, 2024
Benjamin TabarRga Investment Advisors, LLC independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 8, 2024Apr 16, 2024 (68 d)
Lindie RheederAlight Financial Advisors, LLC independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 7, 2024Jul 8, 2025 (517 d)
Barbara Monique TurnerCitizens Securities, Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 5, 2024Feb 5, 2024
Jeffery A ClemonsMutual Of Omaha Investor Services, Inc. independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 1, 2024Feb 12, 2024
Ira Stuart KoynerTriathlon Partners LLC state registeredPark Avenue Securities LLC BD affiliatedOtherFeb 1, 2024Feb 7, 2024
Mark D KaplanCompass Wealth independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 1, 2024May 6, 2024 (95 d)
Michael V RonanSequent Planning, LLC independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 31, 2024Oct 30, 2024 (273 d)
Christian MoralesTd Private Client Wealth LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 19, 2024Feb 7, 2024
Stephen Michael CutilloEquitable Advisors, LLC national BDPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 11, 2024Jan 9, 2024
Jacob Sang Wook LeePruco Securities, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 4, 2024Jan 4, 2024
Michael DareWoodbury Financial Services, Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 31, 2023Feb 5, 2024 (36 d)
David Wayne SpeckmanMML Investors Services, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 31, 2023Apr 23, 2024 (114 d)
Haley NguyenGuardian Wealth Partners, LLC independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 20, 2023Jan 5, 2024
Louis Patrick RichardsMutual Of Omaha Investor Services, Inc. independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 19, 2023May 17, 2024 (150 d)
Saul Obdiel PerezMutual Of Omaha Investor Services, Inc. independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 19, 2023Apr 29, 2024 (132 d)
Alan Warren LiljegrenPruco Securities, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 15, 2023Jan 24, 2024 (40 d)
Mark Lewis KaufmanSentinel Asset Management, LLC state registeredPark Avenue Securities LLC BD affiliatedOtherDec 11, 2023Mar 12, 2024 (92 d)
Adam BassMML Investors Services, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 8, 2023Jan 29, 2024 (52 d)
Stephen F MurphyEagle Strategies LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 20, 2023Jan 10, 2024 (51 d)
Samuel Brennan LingoPruco Securities, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 20, 2023Nov 21, 2023
Jessica Randi SimpsonRBC Capital Markets, LLC national BDPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 16, 2023Jan 5, 2026 (781 d)
Brady David HemmerleStash Wealth, LLC independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 10, 2023Jan 2, 2024 (53 d)
Steven SwistakAmeriprise Financial Services, LLC national BDPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 9, 2023Nov 1, 2023
Julio SoriaOsaic Wealth, Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 6, 2023Mar 27, 2025 (507 d)
Jeremy A ShookMML Investors Services, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 18, 2023Nov 6, 2023
Anthony F SpencerForthright Capital independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 18, 2023Mar 1, 2024 (135 d)
James CameronPrincipal Securities, Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 18, 2023Oct 25, 2023
Matthew J. GoldenFirst Citizens Investor Services, Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 10, 2023Oct 17, 2023
Noah EskenaziEquitable Advisors, LLC national BDPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 6, 2023Oct 19, 2023
Aaron WolfeWells Fargo Advisors wirehousePark Avenue Securities LLC BD affiliatedWirehouse to affiliated broker-dealer or bankSep 25, 2023Jan 7, 2025 (470 d)
Vladimir KulenovicPruco Securities, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 14, 2023Sep 6, 2023
Henry P MilanoCapital Analysts BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 11, 2023Dec 4, 2023 (84 d)
Michael A RahbariProsperity Capital Advisors independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 8, 2023May 8, 2024 (243 d)
Peter PerezPrincipal Asset Management otherPark Avenue Securities LLC BD affiliatedOtherSep 6, 2023Nov 15, 2023 (70 d)
Anne Elizabeth CrabbeGuardian Wealth Partners, LLC independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 31, 2023Oct 26, 2021
Angela EgbertEagle Strategies LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 25, 2023Sep 19, 2023
Jeffrey DyerCetera Investment Advisers LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 15, 2023Nov 27, 2023 (104 d)
Michael Robert WasikOnepoint Bfg Wealth Partners independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 1, 2023Sep 5, 2023 (35 d)
Harvinder S SahniMML Investors Services, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 10, 2023Oct 2, 2024 (450 d)
Zachary W TimmCitizens Securities, Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 10, 2023Jul 11, 2023
Jennifer Leigh HillVanguard Advisers, Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 5, 2023Aug 2, 2023
Jonathan SpahnEdward Jones national BDPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 5, 2023Feb 20, 2026 (991 d)
Danielle L RouseauDempsey Lord Smith, LLC independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 22, 2023Aug 3, 2023 (73 d)
Milos VranicMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePark Avenue Securities LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMay 17, 2023May 15, 2023
Thomas Joseph McneilOrion Portfolio Solutions, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 16, 2023Jul 3, 2023 (48 d)
Anthony J ColungaMML Investors Services, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 9, 2023Jun 21, 2023 (43 d)
Tanya Marie TorresMML Investors Services, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 9, 2023Jun 16, 2023 (38 d)
Corey Leon LapradeLaprade Wealth Management LLC unclassifiedPark Avenue Securities LLC BD affiliatedOtherApr 20, 2023Jul 20, 2023 (91 d)
Christopher W SimmonsAmeriprise Financial Services, LLC national BDPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 18, 2023Aug 9, 2023 (113 d)
Carlos Mauricio PadillaAdair Financial Private Client Group state registeredPark Avenue Securities LLC BD affiliatedOtherApr 12, 2023Apr 21, 2023
Brandon Oliver AuMML Investors Services, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 6, 2023Jan 1, 2025 (636 d)
Timothy L WhiteUBS Financial Services Inc. wirehousePark Avenue Securities LLC BD affiliatedWirehouse to affiliated broker-dealer or bankApr 6, 2023Aug 2, 2023 (118 d)
Christopher RichardsPruco Securities, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 6, 2023Apr 26, 2023
Adam V BillupsMorgan Stanley wirehousePark Avenue Securities LLC BD affiliatedWirehouse to affiliated broker-dealer or bankApr 4, 2023Nov 20, 2024 (596 d)
Katherine KellyOppenheimer & Co. Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 3, 2023Jun 8, 2023 (66 d)
John Gordon FordEquitable Advisors, LLC national BDPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 3, 2023Aug 30, 2023 (149 d)
Lee Thomas PenlandKestra Advisory Services, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 31, 2023Jul 19, 2023 (110 d)
Shane Kyle StromeiNorthwestern Mutual Investment Services,LLC no RAUMPark Avenue Securities LLC BD affiliatedOtherMar 24, 2023Apr 11, 2023
Nicholas I ClarkMML Investors Services, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 22, 2023Apr 20, 2023
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1,269 moves match.