Advisor moves

Arrivals at Park Avenue 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
Bruce Barton RombergThrivent Investment Management Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 20, 2023Apr 20, 2023 (31 d)
Dennis Michael BavinMML Investors Services, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 16, 2023Apr 13, 2023
Joseph Anthony MaukonenEdward Jones national BDPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 15, 2023May 11, 2023 (57 d)
Craig FishelPruco Securities, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 10, 2023Apr 13, 2023 (34 d)
Vernon Ray TwymanEdward Jones national BDPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 10, 2023Mar 7, 2023
Brett A NannaEagle Strategies LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 6, 2023Mar 24, 2023
Dara Tressa DavisMML Investors Services, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 3, 2023Mar 17, 2023
Rodger F EwyBankers Life Advisory Services, Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 3, 2023Apr 3, 2023 (31 d)
Christopher ZajdzinskiMML Investors Services, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 2, 2023May 15, 2024 (440 d)
Rey DeborjaPruco Securities, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 27, 2023Apr 13, 2023 (45 d)
Nikolas M SandovalAmeriprise Financial Services, LLC national BDPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 27, 2023Sep 5, 2023 (190 d)
Carrie Lynn FooteCuso Financial Services, L.P. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 22, 2023Mar 22, 2023
Ivan HenriquezEquitable Advisors, LLC national BDPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 17, 2023Feb 24, 2023
Reed R HogueOneamerica Securities, Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 16, 2023Apr 6, 2023 (49 d)
Louis A PerinoMML Investors Services, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 9, 2023Mar 22, 2024 (407 d)
Jeff T DearWells Fargo Advisors wirehousePark Avenue Securities LLC BD affiliatedWirehouse to affiliated broker-dealer or bankFeb 9, 2023Jan 30, 2025 (721 d)
John T MorrowFifth Third Securities, Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 6, 2023Aug 2, 2023 (177 d)
Maggie Yi YangAmeriprise Financial Services, LLC national BDPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 6, 2023Jul 31, 2023 (175 d)
Dustin Dean JeschkeEdward Jones national BDPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 2, 2023Feb 1, 2023
Laura L CoatsPrincipal Securities, Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 31, 2023Jan 24, 2023
Joseph W JeffersEmpower Wealth Management independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 27, 2023Apr 17, 2023 (80 d)
Abena Osaa IsijolaAmeriprise Financial Services, LLC national BDPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 26, 2023May 2, 2023 (96 d)
James Vincent UlrichMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePark Avenue Securities LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJan 23, 2023Mar 9, 2023 (45 d)
Cara Elizabeth LindnerWorth Advisors independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 6, 2023Mar 2, 2023 (55 d)
Keith Allen SaundersMML Investors Services, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 4, 2023May 1, 2023 (117 d)
Enrico Giovanni CacciapuotiCreativeone Securities, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 31, 2022Mar 30, 2023 (89 d)
Steven Michael MenseMML Investors Services, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 20, 2022Feb 28, 2023 (70 d)
Ivan Jevon JonesOneamerica Securities, Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 15, 2022Dec 2, 2022
Raymond E MasterOneamerica Securities, Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 15, 2022Dec 9, 2022
Aidan Alexander KleinBeyond Wealth Management Group, LLC independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 15, 2022May 4, 2023 (140 d)
Ionatan PopAmeriprise Financial Services, LLC national BDPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 14, 2022Feb 6, 2023 (54 d)
Arthur Daniel VeynaMML Investors Services, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 9, 2022Dec 6, 2022
Shane M BaumanOneamerica Securities, Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 6, 2022Nov 30, 2022
Nathanael LoveladyOneamerica Securities, Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 6, 2022Jan 13, 2023 (38 d)
Jeremy T KientzWells Fargo Advisors wirehousePark Avenue Securities LLC BD affiliatedWirehouse to affiliated broker-dealer or bankNov 29, 2022Nov 16, 2022
Michael B HadleyPrincipal Securities, Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 11, 2022Nov 17, 2022
Brian Kenneth GrooverEsi Financial Advisors BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 11, 2022Nov 28, 2022
Rodney Kim SuzukiCuso Financial Services, L.P. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 10, 2022Jun 22, 2023 (224 d)
Raymond O LeydenMML Investors Services, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 2, 2022Jan 17, 2023 (76 d)
Michael DaskalakisWingate Wealth Advisors, Inc. independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 24, 2022Jan 27, 2025 (826 d)
David DuqueValic Financial Advisors, Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 14, 2022Apr 14, 2023 (182 d)
Caroline MorrisMML Investors Services, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 5, 2022Oct 4, 2022
Brett A MockNorthwestern Mutual Investment Services,LLC no RAUMPark Avenue Securities LLC BD affiliatedOtherSep 29, 2022Oct 7, 2022
Shane DavisElevated Capital Advisors, LLC independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 27, 2022Oct 12, 2022
Jeffrey Scott CollinsIndependent Advisor Alliance, LLC independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 26, 2022Sep 21, 2022
Adam Wade Gilford GimbelRaymond James Financial Services Advisors, Inc BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 20, 2022Sep 22, 2022
Robert Paul WilsonHornor, Townsend & Kent, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 19, 2022Sep 22, 2022
Austin Bunch AyersPrincipal Securities, Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 13, 2022Oct 7, 2022
Christopher Todd ChilcoatKestra Advisory Services, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 12, 2022Sep 28, 2022
Jenny PetiotePruco Securities, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 6, 2022Mar 26, 2025 (932 d)
Kevin Gregory KulakOrion Portfolio Solutions, LLC independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 1, 2022Dec 7, 2022 (97 d)
Fateh SokkarSecurian Financial Services, Inc. independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 30, 2022Sep 13, 2022
Michael Neil CapobiancoKestra Advisory Services, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 18, 2022Oct 19, 2022 (62 d)
Matthew Ryan FallesenEdward Jones national BDPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 17, 2022Aug 19, 2022
William J BarnettJ.P. Morgan Securities LLC wirehousePark Avenue Securities LLC BD affiliatedWirehouse to affiliated broker-dealer or bankAug 12, 2022Sep 19, 2025 (1134 d)
Marko VukovicCitizens Securities, Inc. BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 4, 2022Sep 22, 2022 (49 d)
Ashley W FolkesBridgeworth Wealth Management independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 1, 2022Nov 29, 2022 (120 d)
Jason A Phipps9258 Wealth Management, LLC independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 1, 2022Aug 11, 2022
Jennifer ZittelOak Harvest Investment Services independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 25, 2022May 10, 2023 (289 d)
Aldian David - Jonathan IsaacsFlorida Financial Advisors, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 13, 2022Oct 27, 2022 (106 d)
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1,269 moves match.