Advisor moves

Arrivals at U.S. Bancorp Advisors, 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
Giulio CannatelloMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseU.S. Bancorp Advisors, LLC otherOtherApr 5, 2012Jun 29, 2016 (1546 d)
Aramis PerezChase Investment Services Corp. otherU.S. Bancorp Advisors, LLC otherOtherApr 3, 2012Apr 19, 2012
John Michael GreeneWescom Financial Services, LLC independent RIAU.S. Bancorp Advisors, LLC otherOtherMar 19, 2012Jul 20, 2012 (123 d)
Rafael GalenoWells Fargo Advisors wirehouseU.S. Bancorp Advisors, LLC otherOtherMar 15, 2012Dec 19, 2012 (279 d)
Mona Felicia CorbettNational Planning Corporation ("Npc Of America" In Fl & Ny) otherU.S. Bancorp Advisors, LLC otherOtherMar 12, 2012Mar 6, 2012
Michelle Lynne SwintWells Fargo Advisors wirehouseU.S. Bancorp Advisors, LLC otherOtherFeb 28, 2012Apr 2, 2012 (34 d)
Stephen GelinaWells Fargo Advisors wirehouseU.S. Bancorp Advisors, LLC otherOtherFeb 14, 2012Jun 28, 2012 (135 d)
Amber Kay OrtizCetera Investment Services LLC otherU.S. Bancorp Advisors, LLC otherOtherFeb 10, 2012May 8, 2013 (453 d)
Michael Craig ForgeaUBS Financial Services Inc. wirehouseU.S. Bancorp Advisors, LLC otherOtherJan 17, 2012Mar 20, 2013 (428 d)
Lee Burton JonesChase Investment Services Corp. otherU.S. Bancorp Advisors, LLC otherOtherJan 4, 2012Jan 6, 2012
Damon Wallace FrancisWells Fargo Advisors wirehouseU.S. Bancorp Advisors, LLC otherOtherJan 3, 2012Feb 22, 2012 (50 d)
Kelly Marie LindChase Investment Services Corp. otherU.S. Bancorp Advisors, LLC otherOtherDec 19, 2011Jan 6, 2012
Simon Alexander RawlinsonBancwest Investment Services, Inc. (Bwis) otherU.S. Bancorp Advisors, LLC otherOtherNov 23, 2011Nov 3, 2016 (1807 d)
Katherine Marie WhelanWells Fargo Advisors wirehouseU.S. Bancorp Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankNov 7, 2011Nov 19, 2025 (5126 d)
Leo Peter HamillWells Fargo Advisors wirehouseU.S. Bancorp Advisors, LLC otherOtherNov 7, 2011Apr 18, 2013 (528 d)
Guneet Kaur Bains-AjmaniMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseU.S. Bancorp Advisors, LLC otherOtherOct 11, 2011Feb 2, 2012 (114 d)
Charmaine ChowWells Fargo Advisors wirehouseU.S. Bancorp Advisors, LLC otherOtherAug 10, 2011Oct 27, 2011 (78 d)
Fadi F JahshanChase Investment Services Corp. otherU.S. Bancorp Advisors, LLC otherOtherAug 5, 2011Oct 19, 2011 (75 d)
Christopher George MunizWells Fargo Advisors wirehouseU.S. Bancorp Advisors, LLC otherOtherJul 15, 2011May 11, 2012 (301 d)
Max James HangartnerChase Investment Services Corp. otherU.S. Bancorp Advisors, LLC otherOtherJul 11, 2011Jul 19, 2011
Chih-Tao MaBancwest Investment Services, Inc. (Bwis) otherU.S. Bancorp Advisors, LLC otherOtherJul 1, 2011Jul 7, 2011
Alison Anne CoacherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseU.S. Bancorp Advisors, LLC otherOtherJun 3, 2011Jul 26, 2011 (53 d)
Lisa Jean RookairdChase Investment Services Corp. otherU.S. Bancorp Advisors, LLC otherOtherMay 5, 2011Jul 26, 2011 (82 d)
Patricia Louise HirataChase Investment Services Corp. otherU.S. Bancorp Advisors, LLC otherOtherMar 15, 2011Mar 16, 2011
Kelly Lee AusburnWells Fargo Advisors wirehouseU.S. Bancorp Advisors, LLC otherOtherFeb 23, 2011Aug 24, 2012 (548 d)
Eduardo LariosNational Planning Corporation ("Npc Of America" In Fl & Ny) otherU.S. Bancorp Advisors, LLC otherOtherFeb 14, 2011Nov 8, 2012 (633 d)
Jonathan Michael GoodFinancial Designs Ltd. unclassifiedU.S. Bancorp Advisors, LLC otherOtherJan 28, 2011Jan 20, 2011
Christine Renee RossChase Investment Services Corp. otherU.S. Bancorp Advisors, LLC otherOtherJan 6, 2011May 5, 2011 (119 d)
Dane Michael BrockmanLPL Financial LLC otherU.S. Bancorp Advisors, LLC otherOtherDec 22, 2010Jan 20, 2011
Zelalem Baalu GirmaCuso Financial Services, L.P. otherU.S. Bancorp Advisors, LLC otherOtherDec 17, 2010Jan 24, 2011 (38 d)
Jessica A BlountCitigroup Global Markets Inc. otherU.S. Bancorp Advisors, LLC otherOtherOct 27, 2010Nov 3, 2010
Andrew Charles WheelerWells Fargo Advisors wirehouseU.S. Bancorp Advisors, LLC otherOtherSep 24, 2010Sep 24, 2010
Robbin Narike PreciadoWells Fargo Investments, LLC unclassifiedU.S. Bancorp Advisors, LLC otherOtherAug 25, 2010Oct 28, 2010 (64 d)
Susan M BarnettU.S. Bancorp Investments, Inc. otherU.S. Bancorp Advisors, LLC otherOtherAug 20, 2010Aug 20, 2010
Nicholas BarnettMorgan Stanley wirehouseU.S. Bancorp Advisors, LLC otherOtherJul 21, 2010Aug 25, 2010 (35 d)
Victor Hugo HernandezWells Fargo Investments, LLC unclassifiedU.S. Bancorp Advisors, LLC otherOtherJul 13, 2010Jul 23, 2010
Evan Fredrick SeiblyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseU.S. Bancorp Advisors, LLC otherOtherJun 8, 2010Jun 15, 2010
Ying WangWells Fargo Advisors wirehouseU.S. Bancorp Advisors, LLC otherOtherMay 20, 2010May 28, 2010
Ronald Lawrence RigsbyChase Investment Services Corp. otherU.S. Bancorp Advisors, LLC otherOtherMay 5, 2010May 13, 2010
Julia Katherine EarleU.S. Bancorp Investments, Inc. otherU.S. Bancorp Advisors, LLC otherOtherMar 16, 2010Mar 24, 2010
Jason Jeffrey ZerollCitigroup Global Markets Inc. otherU.S. Bancorp Advisors, LLC otherOtherMar 10, 2010Apr 21, 2010 (42 d)
William Shyan ChanCitigroup Global Markets Inc. otherU.S. Bancorp Advisors, LLC otherOtherFeb 4, 2010Feb 3, 2010
Elizabeth Anne KilmerWfp Securities unclassifiedU.S. Bancorp Advisors, LLC otherOtherFeb 1, 2010Jun 14, 2010 (133 d)
Eri TakahashiWaddell & Reed otherU.S. Bancorp Advisors, LLC otherOtherJan 19, 2010Nov 18, 2011 (668 d)
George Chris SinanisCitigroup Global Markets Inc. otherU.S. Bancorp Advisors, LLC otherOtherDec 19, 2009Dec 17, 2009
Alex E MatsumuraLPL Financial LLC otherU.S. Bancorp Advisors, LLC otherOtherNov 17, 2009Jan 8, 2010 (52 d)
Serpouhi Susan KaramanoukianCitigroup Global Markets Inc. otherU.S. Bancorp Advisors, LLC otherOtherNov 16, 2009Oct 30, 2009
Julie XiangWells Fargo Investments, LLC unclassifiedU.S. Bancorp Advisors, LLC otherOtherNov 10, 2009Mar 22, 2010 (132 d)
David Soong ParkWescom Financial Services, LLC independent RIAU.S. Bancorp Advisors, LLC otherOtherNov 9, 2009Nov 10, 2009
Elaine Yefun LeeHsbc Securities (USA) Inc. otherU.S. Bancorp Advisors, LLC otherOtherSep 17, 2009Nov 12, 2010 (421 d)
Stuart Shaun ChoyWells Fargo Investments, LLC unclassifiedU.S. Bancorp Advisors, LLC otherOtherSep 14, 2009Apr 28, 2010 (226 d)
Nader RazaviWells Fargo Advisors wirehouseU.S. Bancorp Advisors, LLC otherOtherAug 12, 2009Feb 10, 2010 (182 d)
Darlene Flores SwatikChase Investment Services Corp. otherU.S. Bancorp Advisors, LLC otherOtherJul 31, 2009Aug 5, 2009
Timothy Eugene WarrenWells Fargo Investments, LLC unclassifiedU.S. Bancorp Advisors, LLC otherOtherJun 12, 2009Apr 29, 2010 (321 d)
Richard George EngbrechtWells Fargo Investments, LLC unclassifiedU.S. Bancorp Advisors, LLC otherOtherJun 9, 2009Apr 8, 2010 (303 d)
Kathleen M WhiteCetera Investment Services LLC otherU.S. Bancorp Advisors, LLC otherOtherJun 5, 2009Sep 10, 2009 (97 d)
Jose De La Torre OjedaChase Investment Services Corp. otherU.S. Bancorp Advisors, LLC otherOtherMay 15, 2009Jul 29, 2010 (440 d)
Michael Steven PadillaChase Investment Services Corp. otherU.S. Bancorp Advisors, LLC otherOtherMay 11, 2009May 20, 2009
Brent Carl FrisbeeWells Fargo Advisors wirehouseU.S. Bancorp Advisors, LLC otherOtherMay 8, 2009May 8, 2009
Michael James RodgersCuso Financial Services, L.P. otherU.S. Bancorp Advisors, LLC otherOtherMay 8, 2009May 13, 2009
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449 moves match.