DFX Intelligence
Advisor moves
Arrivals at Primerica Advisors
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Shifali Shetty | Equitable Advisors, LLC national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Jul 13, 2010 | Jun 12, 2012 (700 d) |
| Scarlett Belflower Tompkins | Ameriprise Financial Services, LLC national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | May 26, 2010 | May 21, 2012 (726 d) |
| Kenneth Baker | Edward Jones national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | May 7, 2010 | Dec 11, 2025 (5697 d) |
| Michael Ta Hsu | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Apr 28, 2010 | Apr 20, 2012 (723 d) |
| Kenneth Lee Basel | MML Investors Services, LLC other | Primerica Advisors national BD | Other | Mar 24, 2010 | Feb 23, 2012 (701 d) |
| Blair M Enfield | MML Investors Services, LLC other | Primerica Advisors national BD | Other | Feb 18, 2010 | Nov 5, 2014 (1721 d) |
| Ronald Scott Payne | Waddell & Reed other | Primerica Advisors national BD | Other | Feb 3, 2010 | Aug 6, 2019 (3471 d) |
| Susan Tordik-Atchison | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Jan 28, 2010 | Jan 25, 2012 (727 d) |
| David John Huya | Medallion Advisory Services, LLC unclassified | Primerica Advisors national BD | Other | Dec 31, 2009 | Sep 13, 2011 (621 d) |
| Libardo Lopez | Wells Fargo Advisors wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Nov 23, 2009 | Aug 8, 2011 (623 d) |
| Awa Coumba Njie | Nationwide Securities, LLC no RAUM | Primerica Advisors national BD | Other | Oct 28, 2009 | Dec 4, 2020 (4055 d) |
| Chad John Carter Hooker | Waddell & Reed other | Primerica Advisors national BD | Other | Oct 19, 2009 | Sep 22, 2011 (703 d) |
| Kathlyn Pierce | Edward Jones national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Sep 22, 2009 | Sep 14, 2011 (722 d) |
| Michael Keith Cardwell | Wells Fargo Advisors wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Sep 10, 2009 | Feb 16, 2022 (4542 d) |
| Randolph P Doerr | Osaic Wealth, Inc. other | Primerica Advisors national BD | Other | Aug 31, 2009 | Aug 22, 2011 (721 d) |
| Deborah Yen Mckinney | Equitable Advisors, LLC national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Aug 13, 2009 | Jul 29, 2011 (715 d) |
| Jonathan Evan Dumas | Edward Jones national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Mar 19, 2009 | Aug 10, 2011 (874 d) |
| George Lee Hill | Natcity Investments, Inc. unclassified | Primerica Advisors national BD | Other | Mar 17, 2009 | Aug 8, 2011 (874 d) |
| Renae Q Johnson | Edward Jones national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Mar 5, 2009 | Feb 24, 2014 (1817 d) |
| William Davis Washington | Edward Jones national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | May 16, 2008 | Apr 16, 2026 (6544 d) |
| Joshua Trice | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Mar 14, 2008 | May 21, 2014 (2259 d) |
| Kelly Michelle Liebl Ebbole | Banc Of America Investment Services, Inc. unclassified | Primerica Advisors national BD | Other | Nov 12, 2007 | Dec 19, 2019 (4420 d) |
| Kathy Denise Dempsey | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Sep 27, 2007 | Feb 27, 2023 (5632 d) |
| Victoria Leonard | UBS Financial Services Inc. wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Aug 21, 2007 | Oct 22, 2025 (6637 d) |
| Michael David Hutkowski | Ameriprise Financial Services, LLC national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Apr 23, 2007 | Dec 12, 2011 (1694 d) |
| Minyon Lee Heard | Keybanc Capital Markets Inc. unclassified | Primerica Advisors national BD | Other | Feb 15, 2007 | Mar 24, 2021 (5151 d) |
| Regina Kristine Leigh | Bi Investments, LLC unclassified | Primerica Advisors national BD | Other | Nov 15, 2006 | Apr 26, 2023 (6006 d) |
| David Lionel Samuel | Wells Fargo Advisors wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Sep 21, 2006 | Dec 10, 2024 (6655 d) |
| Warren Douglas Reader | Ameriprise Financial Services, LLC national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Aug 25, 2006 | Oct 22, 2012 (2250 d) |
| Francis Saxon Reeves | Cetera Investment Advisers LLC other | Primerica Advisors national BD | Other | May 9, 2006 | Aug 20, 2014 (3025 d) |
| Robert Dawn Robinette | Northeast Asset Management LLC other | Primerica Advisors national BD | Other | Apr 26, 2006 | Oct 21, 2019 (4926 d) |
| Jennifer Santiago Mcreynolds | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Apr 21, 2006 | Dec 17, 2025 (7180 d) |
| Joseph D Howard | Chase Investment Services Corp. other | Primerica Advisors national BD | Other | Sep 21, 2005 | Oct 28, 2014 (3324 d) |
| Greg A Nielsen | Morgan Stanley Dw Inc. unclassified | Primerica Advisors national BD | Other | Aug 29, 2005 | Jul 20, 2012 (2517 d) |
| Richard Armitt | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Jun 17, 2005 | Jan 1, 2026 (7503 d) |
| Aldo Filippelli | First Montauk Securities Corp. unclassified | Primerica Advisors national BD | Other | May 31, 2005 | May 16, 2019 (5098 d) |
| Hildegarde Gibbes Parks | Fsc Securities Corporation other | Primerica Advisors national BD | Other | Apr 6, 2005 | Jul 26, 2013 (3033 d) |
| Patricia P Salvo | Ims Securities, Inc. unclassified | Primerica Advisors national BD | Other | Dec 31, 2004 | Mar 4, 2016 (4081 d) |
| Dennis Keiven Synatschk | Marathon Advisors, Inc unclassified | Primerica Advisors national BD | Other | Aug 14, 2003 | Apr 19, 2012 (3171 d) |
| Anthony Roosevelt Maxwell | Suntrust Investment Services, Inc. other | Primerica Advisors national BD | Other | Jul 15, 2003 | Aug 22, 2011 (2960 d) |
| Terrence E Trimuel | Ameriprise Financial Services, LLC national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Feb 27, 2003 | Sep 3, 2026 (8589 d) |
| Thomas Jeffery Kelly | Ifg Advisory Services Inc unclassified | Primerica Advisors national BD | Other | Dec 18, 2002 | Aug 14, 2026 (8640 d) |
Page 5 of 5Previous
282 moves match.