Advisor moves

Arrivals at Usaa Financial Planning Services

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
Bradford William Richardson	Chase Investment Services Corp. other	Usaa Financial Planning Services no RAUM	Other	Mar 28, 2011	May 18, 2011 (51 d)
Jason Earl Comer	Td Ameritrade Investment Management, LLC other	Usaa Financial Planning Services no RAUM	Other	Mar 24, 2011	Apr 21, 2011
Tanya Barkley Radford	Ameriprise Financial Services, LLC national BD	Usaa Financial Planning Services no RAUM	Affiliated broker-dealer or bank to a newly registered adviser	Mar 24, 2011	Sep 21, 2011 (181 d)
Michael Louis Globenfelt	Wells Fargo Advisors wirehouse	Usaa Financial Planning Services no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Mar 23, 2011	Apr 26, 2011 (34 d)
Michael Domonic Baril	Chase Investment Services Corp. other	Usaa Financial Planning Services no RAUM	Other	Mar 23, 2011	Apr 18, 2011
Amy Therese Sharp	Msi Financial Services, Inc. other	Usaa Financial Planning Services no RAUM	Other	Mar 17, 2011	Apr 26, 2011 (40 d)
David Ray Sims	Msi Financial Services, Inc. other	Usaa Financial Planning Services no RAUM	Other	Mar 17, 2011	Mar 30, 2011
Torey Bernard Franklin	Advice And Planning Services other	Usaa Financial Planning Services no RAUM	Other	Mar 14, 2011	Apr 19, 2011 (36 d)
David Neftali Acosta	Strategic Advisers LLC national BD	Usaa Financial Planning Services no RAUM	Affiliated broker-dealer or bank to a newly registered adviser	Mar 14, 2011	Apr 18, 2011 (35 d)
James Michael Marr	Msi Financial Services, Inc. other	Usaa Financial Planning Services no RAUM	Other	Mar 14, 2011	Mar 30, 2011
Brent L Wulbrecht	Msi Financial Services, Inc. other	Usaa Financial Planning Services no RAUM	Other	Mar 10, 2011	Mar 28, 2011
John Savoie	Associated Investment Services, Inc. other	Usaa Financial Planning Services no RAUM	Other	Mar 4, 2011	Mar 24, 2011
Joe Valiquette	Strategic Advisers LLC national BD	Usaa Financial Planning Services no RAUM	Affiliated broker-dealer or bank to a newly registered adviser	Mar 4, 2011	Oct 19, 2011 (229 d)
William James O'Neil	Td Ameritrade Investment Management, LLC other	Usaa Financial Planning Services no RAUM	Other	Mar 3, 2011	Mar 25, 2011
Marcia King Hackett	Waddell & Reed other	Usaa Financial Planning Services no RAUM	Other	Mar 3, 2011	Nov 29, 2011 (271 d)
Kenneth Gordon Duncan	1st Global Advisors Inc other	Usaa Financial Planning Services no RAUM	Other	Feb 25, 2011	May 4, 2011 (68 d)
Robert M Hammond	Osaic Fa, Inc. other	Usaa Financial Planning Services no RAUM	Other	Feb 24, 2011	Mar 22, 2011
Robert Sean Alimena	Money Concepts Advisory Service other	Usaa Financial Planning Services no RAUM	Other	Feb 24, 2011	Mar 14, 2011
Joseph Donald Ochoa	Investment Professionals, Inc. other	Usaa Financial Planning Services no RAUM	Other	Feb 22, 2011	Sep 13, 2011 (203 d)
Sean Patrick Murphy	Chase Investment Services Corp. other	Usaa Financial Planning Services no RAUM	Other	Feb 18, 2011	Mar 28, 2011 (38 d)
Carolyn Ngo	Usaa Investment Services Company other	Usaa Financial Planning Services no RAUM	Other	Feb 7, 2011	Feb 3, 2011
Mark David Silverstein	UBS Financial Services Inc. wirehouse	Usaa Financial Planning Services no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Feb 4, 2011	Apr 4, 2011 (59 d)
Tracey J Breaux	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Usaa Financial Planning Services no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Feb 1, 2011	Sep 2, 2011 (213 d)
Randy Dominic Cruz	Advice And Planning Services other	Usaa Financial Planning Services no RAUM	Other	Jan 31, 2011	Mar 11, 2011 (39 d)
Thomas A Mclean	Legacy Tax And Financial Planning, LLC unclassified	Usaa Financial Planning Services no RAUM	Other	Jan 20, 2011	Dec 17, 2010
Trent James Templer	Keel Point Advisors, LLC other	Usaa Financial Planning Services no RAUM	Other	Jan 19, 2011	Jan 26, 2011
Matthew David Liegl	Edward Jones national BD	Usaa Financial Planning Services no RAUM	Affiliated broker-dealer or bank to a newly registered adviser	Jan 12, 2011	Aug 4, 2011 (204 d)
David Benjamin Clarken	MML Investors Services, LLC other	Usaa Financial Planning Services no RAUM	Other	Jan 7, 2011	Feb 14, 2011 (38 d)
Donald Eugene Franks	Strategic Advisers LLC national BD	Usaa Financial Planning Services no RAUM	Affiliated broker-dealer or bank to a newly registered adviser	Jan 5, 2011	Sep 5, 2012 (609 d)
Larry Wilkins Chappell	Usaa Investment Services Company other	Usaa Financial Planning Services no RAUM	Other	Jan 4, 2011	Dec 3, 2010
Andrew J Spahn	Edward Jones national BD	Usaa Financial Planning Services no RAUM	Affiliated broker-dealer or bank to a newly registered adviser	Jan 3, 2011	Mar 25, 2011 (81 d)
Charles Rienaldo Garcia	LPL Financial LLC other	Usaa Financial Planning Services no RAUM	Other	Dec 22, 2010	Mar 22, 2011 (90 d)
Jules Jouvenat	Waddell & Reed other	Usaa Financial Planning Services no RAUM	Other	Dec 21, 2010	Aug 31, 2011 (253 d)
Reid Greenspan	Wells Fargo Investments, LLC unclassified	Usaa Financial Planning Services no RAUM	Other	Dec 17, 2010	Jan 12, 2011
Robert Hercek	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Usaa Financial Planning Services no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Dec 16, 2010	Nov 18, 2015 (1798 d)
Daniel J Gomez	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Usaa Financial Planning Services no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Nov 24, 2010	Dec 15, 2010
Sean Stephens	Chase Investment Services Corp. other	Usaa Financial Planning Services no RAUM	Other	Nov 22, 2010	Aug 22, 2014 (1369 d)
Jesse Fernando Alonzo	Chase Investment Services Corp. other	Usaa Financial Planning Services no RAUM	Other	Nov 17, 2010	Dec 23, 2010 (36 d)
Mario Morgan	Chase Investment Services Corp. other	Usaa Financial Planning Services no RAUM	Other	Nov 16, 2010	Dec 15, 2010
Amanda Brooke Reyes	Edward Jones national BD	Usaa Financial Planning Services no RAUM	Affiliated broker-dealer or bank to a newly registered adviser	Nov 12, 2010	Dec 22, 2010 (40 d)
Harold Alvarado	Msi Financial Services, Inc. other	Usaa Financial Planning Services no RAUM	Other	Nov 5, 2010	Dec 7, 2010 (32 d)
Nicolas Jason Mcnabb	Thrivent Investment Management Inc. other	Usaa Financial Planning Services no RAUM	Other	Nov 4, 2010	Jan 24, 2011 (81 d)
Louis Scott Mitchell	Valic Financial Advisors, Inc. other	Usaa Financial Planning Services no RAUM	Other	Nov 3, 2010	Nov 29, 2010
Gerald James Nassif	First Allied Securities, Inc. other	Usaa Financial Planning Services no RAUM	Other	Nov 3, 2010	Nov 29, 2010
Jason Robert Dittfurth	LPL Financial LLC other	Usaa Financial Planning Services no RAUM	Other	Nov 3, 2010	Apr 21, 2011 (169 d)
Jessica Lynn Dunning	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Usaa Financial Planning Services no RAUM	Other	Oct 22, 2010	Nov 29, 2010 (38 d)
Paul Thomas Renedo	Wells Fargo Advisors wirehouse	Usaa Financial Planning Services no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Oct 13, 2010	Nov 29, 2010 (47 d)
William Tyler Wehner	Equitable Advisors, LLC national BD	Usaa Financial Planning Services no RAUM	Affiliated broker-dealer or bank to a newly registered adviser	Oct 12, 2010	Aug 12, 2011 (304 d)
Ladonna M. Fleitman	Edward Jones national BD	Usaa Financial Planning Services no RAUM	Affiliated broker-dealer or bank to a newly registered adviser	Oct 8, 2010	May 2, 2011 (206 d)
Troy Allen Engelke	Morgan Stanley wirehouse	Usaa Financial Planning Services no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Oct 6, 2010	Nov 5, 2010
Song Yon Yi	Chase Investment Services Corp. other	Usaa Financial Planning Services no RAUM	Other	Oct 4, 2010	Mar 8, 2011 (155 d)
David Guy Kelly	Chase Investment Services Corp. other	Usaa Financial Planning Services no RAUM	Other	Oct 1, 2010	Mar 8, 2011 (158 d)
Ryan Takeshi Miyamoto	United Capital Financial Advisors other	Usaa Financial Planning Services no RAUM	Other	Sep 30, 2010	Sep 8, 2010
Rebecca Peterson-Male	Oneamerica Securities, Inc. other	Usaa Financial Planning Services no RAUM	Other	Sep 30, 2010	Oct 21, 2010
Amar N Shah	Chase Investment Services Corp. other	Usaa Financial Planning Services no RAUM	Other	Sep 16, 2010	Mar 22, 2011 (187 d)
Scott D Carr	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Usaa Financial Planning Services no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Sep 8, 2010	Sep 22, 2010
Jason Duffaut	Nfp Advisor Services, LLC other	Usaa Financial Planning Services no RAUM	Other	Sep 7, 2010	Oct 5, 2010
Tara English Steinberg	Wells Fargo Advisors wirehouse	Usaa Financial Planning Services no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Aug 31, 2010	Oct 13, 2010 (43 d)
Demetra Paige Sullivan	Usaa Investment Services Company other	Usaa Financial Planning Services no RAUM	Other	Aug 26, 2010	Aug 4, 2010
Eric Lee Vincent	Edward Jones national BD	Usaa Financial Planning Services no RAUM	Affiliated broker-dealer or bank to a newly registered adviser	Aug 25, 2010	Sep 10, 2010

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589 moves match.