Advisor moves

Arrivals at Cetera Investment Services 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
Brian Kenneth BruggemanWells Fargo Investments, LLC unclassifiedCetera Investment Services LLC otherOtherOct 20, 2009Aug 12, 2013 (1392 d)
Donald Richard AbaunzaMorgan Keegan & Company, LLC otherCetera Investment Services LLC otherOtherSep 28, 2009Sep 28, 2009
John M WelshWells Fargo Advisors wirehouseCetera Investment Services LLC otherOtherSep 24, 2009Oct 1, 2009
Lucia PartipiloVision Asset Management Inc unclassifiedCetera Investment Services LLC otherOtherSep 3, 2009Dec 6, 2011 (824 d)
Stefanie Ann ScarpVision Asset Management Inc unclassifiedCetera Investment Services LLC otherOtherSep 3, 2009Dec 6, 2011 (824 d)
Kevin Robert OsbornVision Asset Management Inc unclassifiedCetera Investment Services LLC otherOtherSep 3, 2009Jan 3, 2013 (1218 d)
Marion John CharickiVision Asset Management Inc unclassifiedCetera Investment Services LLC otherOtherSep 3, 2009Dec 6, 2011 (824 d)
Kerry Irene BleuherVision Asset Management Inc unclassifiedCetera Investment Services LLC otherOtherSep 3, 2009Nov 20, 2012 (1174 d)
Michael Alexander GoldenbergVision Asset Management Inc unclassifiedCetera Investment Services LLC otherOtherSep 3, 2009Dec 6, 2011 (824 d)
Aaron J RigdonEdward Jones national BDCetera Investment Services LLC otherOtherAug 4, 2009Oct 27, 2009 (84 d)
Dave Allan ReedEdward Jones national BDCetera Investment Services LLC otherOtherJul 28, 2009Aug 7, 2009
Shaun EckMorgan Stanley wirehouseCetera Investment Services LLC otherOtherJul 27, 2009Aug 3, 2009
Tracey Lynn SudoBanc Of America Investment Services, Inc. unclassifiedCetera Investment Services LLC otherOtherJun 22, 2009Jun 30, 2009
Elizabeth S KramerWells Fargo Advisors wirehouseCetera Investment Services LLC otherOtherJun 16, 2009May 17, 2010 (335 d)
Suzanne Annette LakeWaddell & Reed otherCetera Investment Services LLC otherOtherMay 28, 2009May 22, 2009
Thomas Eugene SmithMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCetera Investment Services LLC otherOtherMay 12, 2009May 19, 2009
Darrin Michael BradleyLPL Financial LLC otherCetera Investment Services LLC otherOtherMay 8, 2009Sep 14, 2009 (129 d)
Neil Christopher ZellickBanc Of America Investment Services, Inc. unclassifiedCetera Investment Services LLC otherOtherApr 28, 2009Jan 5, 2010 (252 d)
Bradley Alan BowmanBanc Of America Investment Services, Inc. unclassifiedCetera Investment Services LLC otherOtherApr 27, 2009Apr 24, 2009
David Lawrence TuyoLPL Financial LLC otherCetera Investment Services LLC otherOtherApr 27, 2009Oct 7, 2009 (163 d)
Richard Paul EisnerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCetera Investment Services LLC otherOtherApr 20, 2009Apr 20, 2009
Kevin Richard McintoshRussell Investments otherCetera Investment Services LLC otherOtherApr 20, 2009Jun 23, 2009 (64 d)
Andrew D WinakerBanc Of America Investment Services, Inc. unclassifiedCetera Investment Services LLC otherOtherApr 3, 2009Apr 17, 2009
Jeffrey Mark DetwilerWells Fargo Advisors wirehouseCetera Investment Services LLC otherOtherMar 17, 2009Mar 17, 2009
Nathan Michael LeeWells Fargo Advisors wirehouseCetera Investment Services LLC otherOtherMar 17, 2009Mar 26, 2009
Randy Paul KinchenLPL Financial LLC otherCetera Investment Services LLC otherOtherMar 11, 2009Feb 13, 2009
Robert P ColettaLPL Financial LLC otherCetera Investment Services LLC otherOtherMar 11, 2009Feb 13, 2009
Graham Garrett HemeltLPL Financial LLC otherCetera Investment Services LLC otherOtherMar 11, 2009Feb 13, 2009
Joseph Hsioh-Tsuei LeeUcb Asset Management, Inc. unclassifiedCetera Investment Services LLC otherOtherMar 4, 2009Jan 14, 2011 (681 d)
Andrew Karstad HenricksonCitigroup Global Markets Inc. otherCetera Investment Services LLC otherOtherFeb 17, 2009Feb 2, 2009
Andreas HessWells Fargo Advisors wirehouseCetera Investment Services LLC otherOtherFeb 10, 2009Feb 19, 2009
Christopher Michael IngemieMorgan Stanley & Co. LLC unclassifiedCetera Investment Services LLC otherOtherJan 27, 2009Feb 13, 2009
Gregg Benjamin ReichUBS Financial Services Inc. wirehouseCetera Investment Services LLC otherOtherDec 26, 2008Dec 16, 2008
Joseph Michael MelenickCetera Advisor Networks LLC otherCetera Investment Services LLC otherOtherDec 18, 2008Dec 12, 2008
Thomas Russell BurbankValic Financial Advisors, Inc. otherCetera Investment Services LLC otherOtherDec 17, 2008Dec 17, 2008
Mary B HaverlyCitigroup Global Markets Inc. otherCetera Investment Services LLC otherOtherDec 16, 2008Oct 27, 2009 (315 d)
Debra Lee PowellAmeriprise Financial Services, LLC national BDCetera Investment Services LLC otherOtherDec 5, 2008Jun 18, 2010 (560 d)
Douglas John PackardMML Investors Services, LLC otherCetera Investment Services LLC otherOtherNov 25, 2008Dec 15, 2008
Kevin Gregory OlsonAmeriprise Financial Services, LLC national BDCetera Investment Services LLC otherOtherNov 14, 2008Nov 14, 2008
Fu LinMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCetera Investment Services LLC otherOtherOct 31, 2008Mar 3, 2009 (123 d)
Christopher James ShoemakerMorgan Stanley Investment Advisors Inc. unclassifiedCetera Investment Services LLC otherOtherOct 24, 2008Nov 5, 2008
Tyler Chai ChapmonAmeriprise Financial Services, LLC national BDCetera Investment Services LLC otherOtherOct 3, 2008Oct 20, 2008
Brian Keith MortonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCetera Investment Services LLC otherOtherOct 2, 2008Oct 1, 2008
Christopher Andrew BirkenbeulNrp Advisors, Inc. unclassifiedCetera Investment Services LLC otherOtherSep 18, 2008Jun 2, 2010 (622 d)
Donald Joseph ConnickRBC Capital Markets, LLC national BDCetera Investment Services LLC otherOtherSep 11, 2008Sep 8, 2008
Kathleen M WhiteUBS Financial Services Inc. wirehouseCetera Investment Services LLC otherOtherSep 8, 2008May 15, 2009 (249 d)
Thomas DecourcyBanc Of America Investment Services, Inc. unclassifiedCetera Investment Services LLC otherOtherAug 26, 2008Sep 15, 2008
Timothy Howard OwingsAmeriprise Financial Services, LLC national BDCetera Investment Services LLC otherOtherAug 18, 2008Apr 14, 2008
Kevin Charles ColeRaymond James Financial Services, Inc. unclassifiedCetera Investment Services LLC otherOtherAug 12, 2008Aug 11, 2008
Mark Lloyd DavisNatcity Investments, Inc. unclassifiedCetera Investment Services LLC otherOtherJul 31, 2008Aug 25, 2009 (390 d)
Amy Jo ShelbyArvest Wealth Management otherCetera Investment Services LLC otherOtherJul 10, 2008Jul 25, 2008
Philip Ransom DepriestRaymond James Financial Services, Inc. unclassifiedCetera Investment Services LLC otherOtherJul 7, 2008Dec 6, 2011 (1247 d)
Gerald Dennis FaheyOsaic Institutions, Inc. otherCetera Investment Services LLC otherOtherJul 3, 2008Jan 2, 2009 (183 d)
Denisse Ximena O'DonnellMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCetera Investment Services LLC otherOtherJun 27, 2008Jul 11, 2008
Michael Lien LiangAmeriprise Financial Services, LLC national BDCetera Investment Services LLC otherOtherJun 16, 2008Jun 13, 2008
Jason J BelyeaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCetera Investment Services LLC otherOtherJun 11, 2008Jun 11, 2008
Douglas Dale GilbertMariner Wealth Advisors otherCetera Investment Services LLC otherOtherJun 4, 2008Jul 25, 2008 (51 d)
Christopher John HansonPrincipal Securities, Inc. otherCetera Investment Services LLC otherOtherJun 2, 2008Jun 3, 2008
Jonathan Del HerzPrincipal Securities, Inc. otherCetera Investment Services LLC otherOtherJun 2, 2008Jun 3, 2008
John Joseph TekavecWells Fargo Advisors wirehouseCetera Investment Services LLC otherOtherMay 12, 2008May 19, 2008
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528 moves match.