Advisor moves

Arrivals at Cetera Advisor Networks 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
Allen Stuart TaylorNewcastle Financial Advisors unclassifiedCetera Advisor Networks LLC otherOtherNov 28, 2020Nov 1, 2017
Thomas Norman ZirbelNorthwestern Mutual Investment Services,LLC no RAUMCetera Advisor Networks LLC BD affiliatedOtherNov 13, 2020Oct 5, 2021 (326 d)
Daniel ZufallAdvice And Planning Services BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 13, 2020Jul 13, 2022 (607 d)
Kristin JonesMorgan Stanley wirehouseCetera Advisor Networks LLC BD affiliatedWirehouse to affiliated broker-dealer or bankNov 12, 2020Apr 11, 2022 (515 d)
Anthony Joseph HarrisWells Fargo Advisors wirehouseCetera Advisor Networks LLC BD affiliatedWirehouse to affiliated broker-dealer or bankNov 9, 2020Nov 6, 2020
Scott Andrew CastilowWells Fargo Advisors wirehouseCetera Advisor Networks LLC BD affiliatedWirehouse to affiliated broker-dealer or bankNov 6, 2020Oct 27, 2020
Adam Jeffrey FlaggSpc BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 28, 2020Oct 27, 2020
Anna Christine BaileyLPL Financial LLC BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 19, 2020Oct 23, 2020
Marc BernacchiSantander Securities BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 28, 2020May 26, 2022 (605 d)
Matthew J FreemanPruco Securities, LLC BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 14, 2020Sep 8, 2020
Shelly SypienEdward Jones national BDCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 11, 2020Aug 13, 2020
Robert Joseph Gregory MendozaRaymond James & Associates, Inc. national BDCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 4, 2020Oct 23, 2020 (80 d)
Michelle Lynn CampbellAdvisornet Wealth Partners independent RIACetera Advisor Networks LLC otherOtherJul 24, 2020Nov 19, 2013
Jeong Han KimWells Fargo Advisors wirehouseCetera Advisor Networks LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJul 21, 2020Jul 14, 2020
Aaron Michael PeloquinAvantax Advisory Services BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 17, 2020Aug 5, 2020
Kevin T RuscherNationwide Securities, LLC no RAUMCetera Advisor Networks LLC BD affiliatedOtherJul 1, 2020Jul 20, 2020
Michael Thomas McdaidClg LLC independent RIACetera Advisor Networks LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 1, 2020Dec 18, 2019
Andrew Ross RamseyUnited Capital Financial Advisors BD affiliatedCetera Advisor Networks LLC otherOtherJun 27, 2020Nov 1, 2017
Johann SchneiderRussell Investments otherCetera Advisor Networks LLC BD affiliatedOtherJun 24, 2020Oct 20, 2021 (483 d)
Michael Stuart RankinKestra Advisory Services, LLC BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 17, 2020Aug 11, 2020 (55 d)
John Harrison LindseyUnited Capital Financial Advisors BD affiliatedCetera Advisor Networks LLC otherOtherMay 12, 2020Nov 1, 2017
Jeffrey Allen WestOsaic Wealth, Inc. BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 9, 2020Apr 1, 2020
Steven Paul FetterhoffOsaic Wealth, Inc. BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 3, 2020Apr 3, 2020
Kevin Dean HemmeLPL Financial LLC BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 1, 2020Mar 20, 2020
Kimberly Jo CooperU.S. Bancorp Investments, Inc. BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 23, 2020Mar 20, 2020
Douglas Robert LedererSecurities America Advisors, Inc. BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 19, 2020May 19, 2020 (61 d)
Mark Alan GerardiU.S. Bancorp Investments, Inc. BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 13, 2020Mar 9, 2020
James Robert GrenoRaymond James Financial Services Advisors, Inc BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 9, 2020Mar 9, 2020
Edward ZdolshekCetera Investment Advisers LLC BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 16, 2020Jan 13, 2020
Megan KielWoodbury Financial Services, Inc. BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 2, 2020Apr 14, 2021 (468 d)
Wheeler Douglas PulliamEdward Jones national BDCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 24, 2019Dec 20, 2019
Theodore Francis StaatsSecurities Brokerage Services state registeredCetera Advisor Networks LLC otherOtherNov 26, 2019Sep 3, 2013
William West ThompsonWells Fargo Advisors wirehouseCetera Advisor Networks LLC BD affiliatedWirehouse to affiliated broker-dealer or bankNov 18, 2019Nov 12, 2019
Christine M MantichRaymond James & Associates, Inc. national BDCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 18, 2019Nov 26, 2019
Evan Alfred ChangRBC Capital Markets, LLC national BDCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 15, 2019Dec 5, 2019
Jared D DykesGladstone Wealth Partners independent RIACetera Advisor Networks LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 8, 2019Oct 9, 2019
Ryan Christopher OlesonCwm, LLC BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 31, 2019Nov 7, 2019
Matthew John FoxLPL Financial LLC BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 30, 2019Oct 9, 2019
Michael Vincent TedeschiLPL Financial LLC BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 30, 2019Oct 9, 2019
Scott Donald SeymourVicus Capital, Inc. independent RIACetera Advisor Networks LLC otherOtherOct 25, 2019Sep 3, 2013
Thomas Kenneth RippbergerAdvisornet Wealth Partners independent RIACetera Advisor Networks LLC otherOtherOct 22, 2019Feb 22, 2018
Christina PachecoAssetmark, Inc. BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 23, 2019Oct 21, 2019
Wendy Madeline PeichelAvantax Advisory Services BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 20, 2019Sep 13, 2019
Mark Alan StoltzfusLPL Financial LLC BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 11, 2019Sep 10, 2019
Alyssa Erin RitchieMid Atlantic Financial Management, Inc. BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 10, 2019Sep 13, 2019
Philip Jason BufferyFsc Securities Corporation BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 6, 2019Apr 14, 2020 (221 d)
Rebecca L WyattAdvisornet Wealth Partners independent RIACetera Advisor Networks LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 6, 2019Jan 20, 2021 (502 d)
Michael Hamilton DennardPrimerica Advisors national BDCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 5, 2019Sep 17, 2019
Robert Joseph Quarture IIIPnc Wealth Management BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 5, 2019Aug 30, 2019
Edward Joseph PetersmarckCorecap Advisors BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 5, 2019Sep 1, 2021 (727 d)
Andrew KoetterPruco Securities, LLC BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 19, 2019Oct 2, 2019 (44 d)
Tyrone ChowAmeriprise Financial Services, LLC national BDCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 2, 2019Jul 30, 2020 (363 d)
Andrew George PalomoCwm, LLC BD affiliatedCetera Advisor Networks LLC otherOtherAug 2, 2019Jan 12, 2018
Krista Deann WittmaackMorgan Stanley wirehouseCetera Advisor Networks LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJul 31, 2019Aug 13, 2019
Monica DaggsCuso Financial Services, L.P. BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 23, 2019Sep 11, 2019 (50 d)
Lori Patricia ShermanErman Retirement Advisory independent RIACetera Advisor Networks LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 10, 2019Jul 1, 2019
Colleen Mary KnaflaAmeriprise Financial Services, LLC national BDCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 2, 2019Jul 16, 2019
Emily Grace DearbornForesters Advisory Services, LLC BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 20, 2019Oct 21, 2019 (123 d)
Jodi RuddGross Domestic Product, Inc otherCetera Advisor Networks LLC BD affiliatedOtherJun 11, 2019Jun 4, 2019
Thomas Jerome SchmidtBny Mellon Securities Corporation BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 7, 2019Aug 2, 2019 (56 d)
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998 moves match.