Advisor moves

Arrivals at Pruco 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
Rajesh CheethiralaMissionsquare Retirement institutionalPruco Securities, LLC BD affiliatedOtherSep 27, 2023Aug 27, 2024 (335 d)
Justin Thomas GallagherMML Investors Services, LLC BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 25, 2023Sep 18, 2023
John Fremont-SmithNorthwestern Mutual Investment Services,LLC no RAUMPruco Securities, LLC BD affiliatedOtherSep 21, 2023Oct 5, 2023
Bobbie HelmanLPL Financial LLC BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 20, 2023Sep 26, 2023
Christina Chen BlovadOneamerica Securities, Inc. BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 18, 2023Sep 21, 2023
Colleen Anne Brophy-EmmaMorgan Stanley wirehousePruco Securities, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankSep 13, 2023Jul 23, 2024 (314 d)
Del Arden TurnerRBC Capital Markets, LLC national BDPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 13, 2023Sep 7, 2023
Christopher Kip William ThompsonBankers Life Advisory Services, Inc. BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 8, 2023Sep 6, 2023
Xinyu FengEquitable Advisors, LLC national BDPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 8, 2023Nov 29, 2023 (82 d)
Guillermo Antonio SaadeEdward Jones national BDPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 7, 2023Jan 5, 2024 (120 d)
Dennis Joseph WakelyFidelity Personal And Workplace Advisors BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 6, 2023Sep 8, 2023
Daniel KeirsbilckEquitable Advisors, LLC national BDPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 6, 2023Sep 7, 2023
Joshua Alan KeirsbilckEquitable Advisors, LLC national BDPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 6, 2023Sep 27, 2023
John Paul DunleavyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePruco Securities, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankSep 5, 2023Sep 14, 2023
Michael Alfred McglinskyThrivent Investment Management Inc. BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 5, 2023Sep 1, 2023
Thomas F SylvestroGwn Securities Inc. BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 29, 2023Aug 29, 2023
Michael Anthony MartinezEquitable Advisors, LLC national BDPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 29, 2023Aug 23, 2023
Fernando Martin DavilaPrincipal Advised Services independent RIAPruco Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 29, 2023Dec 18, 2023 (111 d)
Anthony Corbin SuttonWater Street Financial LLC independent RIAPruco Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 28, 2023Aug 29, 2023
Bradley Christopher FooseFirst Command Advisory Services BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 28, 2023Aug 1, 2023
Ardis OwensNorthwestern Mutual Investment Services,LLC no RAUMPruco Securities, LLC BD affiliatedOtherAug 16, 2023Aug 15, 2023
Ashley Joyce MooreThrivent Investment Management Inc. BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 16, 2023Aug 15, 2023
Scott SamfordMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePruco Securities, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankAug 10, 2023Sep 1, 2023
Richard A FertigCitizens Securities, Inc. BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 10, 2023Aug 21, 2023
Jose M BorroRBC Capital Markets, LLC national BDPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 9, 2023Sep 12, 2023 (34 d)
Christopher RoseNeil Jesani Wealth Management independent RIAPruco Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 8, 2023May 10, 2024 (276 d)
Jeffrey Scott BlancqEagle Strategies LLC BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 8, 2023Aug 7, 2023
Mark Leslie MohanFoundations Investment Advisors LLC independent RIAPruco Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 4, 2023Aug 29, 2023
Chad Eric NeelyPrincipal Securities, Inc. BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 4, 2023Aug 30, 2024 (392 d)
Wesley L LindquistThrivent Investment Management Inc. BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 3, 2023Aug 2, 2023
Emily BynumSynovus Securities, Inc. independent RIAPruco Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 2, 2023Sep 19, 2023 (48 d)
Ryan KozyraJ.P. Morgan Securities LLC wirehousePruco Securities, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankAug 1, 2023Aug 1, 2023
Mason GasbarreAmeriprise Financial Services, LLC national BDPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 1, 2023Aug 11, 2023
Keith Glenn ManningMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePruco Securities, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankAug 1, 2023Oct 19, 2023 (79 d)
Cole Mccain DraperMcadam LLC independent RIAPruco Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 26, 2023Jul 19, 2023
William Joseph O'BrienSecurian Financial Services, Inc. independent RIAPruco Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 21, 2023Jul 20, 2023
Aaron Anthony MayerTweet Management Services, Inc. independent RIAPruco Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 19, 2023Sep 1, 2023 (44 d)
Michael Edward JonesGwn Securities Inc. BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 18, 2023Aug 4, 2023
Jonathan David OwensJ.P. Morgan Securities LLC wirehousePruco Securities, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJul 17, 2023Jul 19, 2023
Michael Ryan JohnsonEquitable Advisors, LLC national BDPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 17, 2023Aug 7, 2023
Thomas Michael CartinTruist Advisory Services, Inc. BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 14, 2023Sep 25, 2023 (73 d)
Chad Edward RediskeThrivent Investment Management Inc. BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 12, 2023Aug 23, 2023 (42 d)
Daniel Anthony SantosWells Fargo Advisors wirehousePruco Securities, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJul 12, 2023Sep 12, 2023 (62 d)
Charles Richard VietzenStride Investments, LLC independent RIAPruco Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 12, 2023Sep 7, 2023 (57 d)
Tara LavariasTransamerica Financial Advisors, LLC BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 11, 2023Feb 5, 2024 (209 d)
Richard MatthewsRBC Capital Markets, LLC national BDPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 11, 2023Aug 28, 2023 (48 d)
Geremy Lee ZeziniCliftonlarsonallen Wealth Advisors, LLC BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 10, 2023Nov 28, 2023 (141 d)
Luke Anthony SciarroneEquitable Advisors, LLC national BDPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 10, 2023Aug 9, 2023
Paul Groeschel-JohnsonTlg Advisors, Inc. BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 7, 2023Jul 20, 2023
Austin DillonPlanmember Securities Corporation independent RIAPruco Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 6, 2023Aug 30, 2023 (55 d)
Leonardo GomezJ.P. Morgan Securities LLC wirehousePruco Securities, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJul 5, 2023Jul 11, 2023
Joel T. BarjenbruchD.H. Hill Advisors, Inc. independent RIAPruco Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 5, 2023Jul 6, 2023
Shuo LiCharles Schwab & Co., Inc. national BDPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 3, 2023Dec 6, 2023 (156 d)
Vanessa Fabiola EcheverriaAmeriprise Financial Services, LLC national BDPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 30, 2023Aug 16, 2024 (413 d)
Maurice E MillerMML Investors Services, LLC BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 28, 2023Jun 26, 2023
Paul Torralba CanimoAnchor Financial state registeredPruco Securities, LLC BD affiliatedOtherJun 27, 2023Aug 14, 2023 (48 d)
Kayla Michelle StarkAmeriprise Financial Services, LLC national BDPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 26, 2023Jun 27, 2023
Carol BellBetter Money Decisions independent RIAPruco Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 16, 2023Jun 22, 2023
Jonathan D LeuchsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePruco Securities, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 12, 2023Jun 16, 2023
Bradley James HarteMML Investors Services, LLC BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 9, 2023Jun 9, 2023
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1,667 moves match.