Advisor moves

Arrivals at Planmember Securities 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
James Francis LohnesVoya Financial Advisors, Inc. otherPlanmember Securities Corporation otherOtherJan 12, 2012Jun 7, 2012 (147 d)
James Ellis KirkSagepoint Financial, Inc. otherPlanmember Securities Corporation otherOtherNov 1, 2011Oct 31, 2011
Matthew Harold HillVoya Financial Advisors, Inc. otherPlanmember Securities Corporation otherOtherSep 8, 2011Dec 7, 2011 (90 d)
Stacie Anne BowmanCetera Advisor Networks LLC otherPlanmember Securities Corporation otherOtherAug 23, 2011Aug 19, 2011
David T KugaCetera Advisor Networks LLC otherPlanmember Securities Corporation otherOtherAug 23, 2011Aug 19, 2011
Timothy Stephen WinterbottomLPL Financial LLC otherPlanmember Securities Corporation otherOtherJul 1, 2011Apr 12, 2012 (286 d)
Martin Mitsuo ArinagaSignator Financial Services, Inc. otherPlanmember Securities Corporation otherOtherJun 30, 2011Jul 1, 2011
Alan Masanobu ChinenSignator Financial Services, Inc. otherPlanmember Securities Corporation otherOtherJun 30, 2011Jul 1, 2011
Layne Hiromi TakayamaSignator Financial Services, Inc. otherPlanmember Securities Corporation otherOtherJun 30, 2011Jul 1, 2011
David Yoshikazu ArakakiSignator Financial Services, Inc. otherPlanmember Securities Corporation otherOtherJun 30, 2011Jul 1, 2011
Aran Keichi HiromotoSignator Financial Services, Inc. otherPlanmember Securities Corporation otherOtherJun 30, 2011Jul 1, 2011
James Kenji MichishimaSignator Financial Services, Inc. otherPlanmember Securities Corporation otherOtherJun 30, 2011Jul 1, 2011
John Wah Hin AuSignator Financial Services, Inc. otherPlanmember Securities Corporation otherOtherJun 30, 2011Jul 1, 2011
Cindy S. AsuncionSignator Financial Services, Inc. otherPlanmember Securities Corporation otherOtherJun 30, 2011Jul 1, 2011
Thomas John CamaInvestment Advisors Corp otherPlanmember Securities Corporation otherOtherJun 2, 2011Jun 10, 2011
Paul Andrew HynesSii Investments, Inc. otherPlanmember Securities Corporation otherOtherMar 29, 2011Mar 25, 2011
Lynn Howard MorrisSignator Financial Services, Inc. otherPlanmember Securities Corporation otherOtherMar 2, 2011Mar 7, 2011
Widmark De Jesus CanoSignator Financial Services, Inc. otherPlanmember Securities Corporation otherOtherFeb 25, 2011Mar 1, 2011
Ernest Lino JordanSignator Financial Services, Inc. otherPlanmember Securities Corporation otherOtherFeb 1, 2011Feb 2, 2011
Geoff Colby ReedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePlanmember Securities Corporation otherOtherJan 11, 2011Jan 5, 2012 (359 d)
William Earl SmithValic Financial Advisors, Inc. otherPlanmember Securities Corporation otherOtherJan 6, 2011Feb 17, 2011 (42 d)
Jasper Elwood MallardCambridge Investment Research Advisors, Inc. otherPlanmember Securities Corporation otherOtherDec 31, 2010Jan 3, 2012 (368 d)
Allyn David CloseSignator Financial Services, Inc. otherPlanmember Securities Corporation otherOtherNov 3, 2010Nov 19, 2010
Nicholas CavaAsset & Financial Planning, Ltd otherPlanmember Securities Corporation independent RIAOtherAug 19, 2010Jul 7, 2021 (3975 d)
Raymond Adam MennaAsset & Financial Planning, Ltd otherPlanmember Securities Corporation otherOtherAug 19, 2010Aug 13, 2010
Richard C JustinoAsset & Financial Planning, Ltd otherPlanmember Securities Corporation independent RIAOtherAug 19, 2010Jun 30, 2021 (3968 d)
Sean Philip BostwickAsset & Financial Planning, Ltd otherPlanmember Securities Corporation otherOtherAug 19, 2010Aug 20, 2010
Ross LopezSecurities America Advisors, Inc. otherPlanmember Securities Corporation otherOtherApr 30, 2010May 17, 2010
Randy Leon FloydAmerican Investment Services otherPlanmember Securities Corporation otherOtherDec 22, 2009Jan 6, 2010
Gregory Girard MayernikH.C.Meyer, Inc. unclassifiedPlanmember Securities Corporation otherOtherNov 17, 2009Jan 25, 2007
Edward Nelson PortellesSource Capital Group, Inc. otherPlanmember Securities Corporation otherOtherOct 14, 2009Jun 27, 2012 (987 d)
Harvey Clark AtterburyLPL Financial LLC otherPlanmember Securities Corporation otherOtherOct 7, 2009Sep 1, 2009
Mark D WendellWescom Financial Services, LLC independent RIAPlanmember Securities Corporation otherOtherAug 17, 2009Aug 17, 2009
Jennifer Lightcap JohnsonLighthouse Wealth Management otherPlanmember Securities Corporation otherOtherJul 14, 2009Mar 25, 2011 (619 d)
James Nicholas VolpeSecurities America Advisors, Inc. otherPlanmember Securities Corporation otherOtherJul 9, 2009Aug 26, 2009 (48 d)
Roy Joseph InnellaThe Wealth Advocate Investment Group, LLC unclassifiedPlanmember Securities Corporation otherOtherApr 13, 2009Apr 8, 2009
Debby J MinotVoya Financial Partners, LLC otherPlanmember Securities Corporation otherOtherMar 3, 2009Jun 2, 2009 (91 d)
Hobert Marcus WittCapital Financial Services, Inc. otherPlanmember Securities Corporation otherOtherDec 12, 2008Dec 12, 2008
Jared Severin JohnsonBanc Of America Investment Services, Inc. unclassifiedPlanmember Securities Corporation otherOtherNov 18, 2008Jan 16, 2009 (59 d)
Steven Lewis StillmanRetirement Income Advisors, LLC unclassifiedPlanmember Securities Corporation otherOtherOct 28, 2008Aug 27, 2008
Edith E KaseWells Fargo Advisors wirehousePlanmember Securities Corporation otherOtherSep 30, 2008Jan 12, 2009 (104 d)
Joseph Alexander CrawSecurities America Advisors, Inc. otherPlanmember Securities Corporation otherOtherSep 8, 2008Sep 12, 2008
Benjamin Aaron TysonNext Financial Group, Inc. otherPlanmember Securities Corporation otherOtherAug 19, 2008Aug 11, 2008
Phillip Arnold CalandraCalandra Wealth Management, LLC unclassifiedPlanmember Securities Corporation otherOtherAug 18, 2008Sep 4, 2008
Glenn Ray PriceInvestment Advisors Corp otherPlanmember Securities Corporation otherOtherAug 11, 2008Aug 19, 2008
Filip Earl WielandVoya Financial Partners, LLC otherPlanmember Securities Corporation otherOtherAug 7, 2008Aug 5, 2008
Bobby Earl WatsonLincoln Investment otherPlanmember Securities Corporation independent RIAOtherAug 4, 2008Jun 15, 2023 (5428 d)
David E GoodmanPark Avenue Securities LLC otherPlanmember Securities Corporation independent RIAOtherJul 21, 2008Oct 28, 2024 (5943 d)
Julie A PrinkeyArgent Capital Management LLC otherPlanmember Securities Corporation otherOtherJun 13, 2008Jan 9, 2009 (210 d)
Bruce RomagnoliVoya Financial Advisors, Inc. otherPlanmember Securities Corporation otherOtherJun 5, 2008Jun 5, 2008
Larry Michael WhaleyLincoln Investment otherPlanmember Securities Corporation otherOtherMay 15, 2008May 16, 2008
Toni Eileen WhaleyLincoln Investment otherPlanmember Securities Corporation otherOtherMay 15, 2008May 16, 2008
Edward Dennis GriffinLPL Financial LLC otherPlanmember Securities Corporation otherOtherApr 21, 2008Apr 22, 2008
Richard Bernard RushLincoln Investment otherPlanmember Securities Corporation otherOtherMar 25, 2008May 21, 2009 (422 d)
Virginia Audrey Cooke LindSpc otherPlanmember Securities Corporation otherOtherMar 19, 2008Apr 8, 2008
William Gregory YoungFreedom Wealth Management, Inc. unclassifiedPlanmember Securities Corporation otherOtherDec 31, 2007Dec 17, 2007
Russell Lee GameKalos Management otherPlanmember Securities Corporation otherOtherDec 19, 2007Sep 22, 2008 (278 d)
Marc Alan Lippincott1717 Capital Management Company unclassifiedPlanmember Securities Corporation otherOtherDec 12, 2007Dec 4, 2007
Joseph ThompsonEquitable Advisors, LLC national BDPlanmember Securities Corporation otherOtherDec 12, 2007Apr 8, 2008 (118 d)
Leslie Howard KernNext Financial Group, Inc. otherPlanmember Securities Corporation otherOtherNov 8, 2007Nov 29, 2007
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340 moves match.