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
Heather Stella OliverMorgan Stanley & Co. LLC unclassifiedCetera Investment Services LLC otherOtherMay 5, 2008May 8, 2008
Valerie Jean ZwostaCuna Brokerage Services, Inc. otherCetera Investment Services LLC otherOtherMay 2, 2008May 8, 2008
Holly DurdelEdward Jones national BDCetera Investment Services LLC otherOtherMay 2, 2008May 9, 2008
Kelly Allen WoerdemanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCetera Investment Services LLC otherOtherApr 26, 2008May 13, 2008
Jeffrey Joseph MooreNatcity Investments, Inc. unclassifiedCetera Investment Services LLC otherOtherApr 21, 2008Apr 25, 2008
Jeff OlbinaChase Investment Services Corp. otherCetera Investment Services LLC otherOtherApr 15, 2008Apr 25, 2008
Murad Huson RoyalMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCetera Investment Services LLC otherOtherApr 15, 2008May 5, 2008
Brian Thomas BrownEdward Jones national BDCetera Investment Services LLC otherOtherApr 14, 2008Apr 16, 2008
Arthur Pipit WrightEdward Jones national BDCetera Investment Services LLC otherOtherApr 1, 2008Apr 16, 2008
Seth Patrick McnallyBanc Of America Investment Services, Inc. unclassifiedCetera Investment Services LLC otherOtherMar 20, 2008Apr 7, 2008
Eric Todd LansheNewport Capital Group, LLC otherCetera Investment Services LLC otherOtherMar 19, 2008Mar 27, 2008
John Allen SeamanOsaic Fa, Inc. otherCetera Investment Services LLC otherOtherMar 17, 2008Mar 13, 2008
Digna Enid FelicianoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCetera Investment Services LLC otherOtherMar 6, 2008Apr 9, 2008 (34 d)
Brad Jason FeldmanBanc Of America Investment Services, Inc. unclassifiedCetera Investment Services LLC otherOtherMar 4, 2008Mar 14, 2008
James Min YooOsaic Fs, Inc. otherCetera Investment Services LLC otherOtherFeb 26, 2008Feb 21, 2008
Robert Edward SzymanskiBny Mellon Advisors, Inc. otherCetera Investment Services LLC otherOtherFeb 25, 2008Apr 11, 2013 (1872 d)
Michelle Jennifer BlassVanguard Advisers, Inc. otherCetera Investment Services LLC otherOtherFeb 6, 2008Feb 5, 2008
Robert Louis PuzAdvice And Planning Services otherCetera Investment Services LLC otherOtherFeb 5, 2008Aug 1, 2012 (1639 d)
James DejulioOsaic Fa, Inc. otherCetera Investment Services LLC otherOtherJan 29, 2008Jan 29, 2008
Troy Allen AarthunEdward Jones national BDCetera Investment Services LLC otherOtherJan 29, 2008Feb 21, 2008
Kevin DaleyBanc Of America Investment Services, Inc. unclassifiedCetera Investment Services LLC otherOtherJan 25, 2008Feb 13, 2008
Jon Bradley BurnettCitigroup Global Markets Inc. otherCetera Investment Services LLC otherOtherDec 18, 2007Dec 14, 2007
Wendi Chrystina Cowdrey-RagonCharles Schwab & Co., Inc. national BDCetera Investment Services LLC otherOtherDec 10, 2007Dec 14, 2007
Benedetto Tony AgostinoCetera Advisor Networks LLC otherCetera Investment Services LLC otherOtherDec 7, 2007Dec 4, 2007
John Andrew GordonMorgan Stanley & Co. LLC unclassifiedCetera Investment Services LLC otherOtherDec 4, 2007Jan 31, 2008 (58 d)
Christopher Russell WalterIfmg Securities, Inc. unclassifiedCetera Investment Services LLC otherOtherNov 28, 2007Nov 27, 2007
Randall SmithBanc Of America Investment Services, Inc. unclassifiedCetera Investment Services LLC otherOtherNov 7, 2007Nov 13, 2007
Jennifer Jae Young BaickCetera Advisor Networks LLC otherCetera Investment Services LLC otherOtherOct 26, 2007Nov 2, 2007
Mary M PhillipsHsbc Securities (USA) Inc. otherCetera Investment Services LLC otherOtherOct 22, 2007Jan 24, 2008 (94 d)
Mary Elizabeth BlackardBanc Of America Investment Services, Inc. unclassifiedCetera Investment Services LLC otherOtherOct 3, 2007Oct 10, 2007
Jenifer GilchristSterne Agee Asset Management, Inc. otherCetera Investment Services LLC otherOtherOct 3, 2007Sep 25, 2007
Mark Neale TompkinsAfs Brokerage, Inc. unclassifiedCetera Investment Services LLC otherOtherOct 1, 2007Oct 1, 2007
John Robert HellerNorthwestern Mutual Investment Services,LLC otherCetera Investment Services LLC otherOtherSep 26, 2007Oct 3, 2007
James J QuinlanCetera Advisor Networks LLC otherCetera Investment Services LLC otherOtherSep 19, 2007Sep 14, 2007
Gregory Jay SeppanenWells Fargo Investments, LLC unclassifiedCetera Investment Services LLC otherOtherSep 17, 2007Jul 2, 2009 (654 d)
Dennis Michael SilvaRaymond James Financial Services, Inc. unclassifiedCetera Investment Services LLC otherOtherSep 5, 2007Oct 1, 2007
Anthony Todd DukeFirst Montauk Securities Corp. unclassifiedCetera Investment Services LLC otherOtherSep 5, 2007Sep 26, 2007
Thomas John CamaHarvest Capital Advisors, LLC unclassifiedCetera Investment Services LLC otherOtherAug 21, 2007Aug 27, 2007
Alfredo GarzaAmeriprise Financial Services, LLC national BDCetera Investment Services LLC otherOtherAug 1, 2007Aug 7, 2007
Timothy L JohnsonEdward Jones national BDCetera Investment Services LLC otherOtherJul 31, 2007Aug 22, 2007
James Francis LohnesGreat American Advisors, Inc. otherCetera Investment Services LLC otherOtherJul 20, 2007Aug 2, 2007
Jason A PhippsLPL Financial LLC otherCetera Investment Services LLC otherOtherJul 16, 2007Jun 20, 2007
Skye TaberBanc Of America Investment Services, Inc. unclassifiedCetera Investment Services LLC otherOtherJul 5, 2007Jul 20, 2007
Brooke C JohnsenWells Fargo Investments, LLC unclassifiedCetera Investment Services LLC otherOtherJun 25, 2007Apr 28, 2009 (673 d)
Denise Lynnette StormSpectrum Capital, LLC unclassifiedCetera Investment Services LLC otherOtherJun 18, 2007Jun 19, 2007
Sandra CerqueiraUBS Financial Services Inc. wirehouseCetera Investment Services LLC otherOtherJun 11, 2007Sep 5, 2007 (86 d)
John Joseph DallahanSwbc Investment Company otherCetera Investment Services LLC otherOtherMay 22, 2007Sep 19, 2007 (120 d)
Kristin Nicole CampbellWells Fargo Investments, LLC unclassifiedCetera Investment Services LLC otherOtherMay 14, 2007May 21, 2007
Jason HoltWells Fargo Investments, LLC unclassifiedCetera Investment Services LLC otherOtherMay 7, 2007May 9, 2007
Todd Garrett BarnesWells Fargo Investments, LLC unclassifiedCetera Investment Services LLC otherOtherApr 16, 2007Jun 12, 2008 (423 d)
Keith Frederick FranceMorgan Keegan & Company, LLC otherCetera Investment Services LLC otherOtherApr 13, 2007May 11, 2007
Matthew Wayne SchmidtRaymond James Financial Services, Inc. unclassifiedCetera Investment Services LLC otherOtherApr 9, 2007Apr 4, 2007
Kirk A MullenStrategic Advisers LLC national BDCetera Investment Services LLC otherOtherApr 3, 2007May 5, 2008 (398 d)
Nava Goldenberg SpivakWamu Investments, Inc. unclassifiedCetera Investment Services LLC otherOtherApr 3, 2007Apr 13, 2007
Monica Lea ShermanRaymond James Financial Services, Inc. unclassifiedCetera Investment Services LLC otherOtherApr 3, 2007Apr 4, 2007
John Michael EverettChase Investment Services Corp. otherCetera Investment Services LLC otherOtherMar 20, 2007Mar 29, 2007
David John WallachOsaic Institutions, Inc. otherCetera Investment Services LLC otherOtherMar 12, 2007Nov 15, 2007 (248 d)
Russell Anthony KucheraPnc Wealth Management otherCetera Investment Services LLC otherOtherMar 8, 2007Mar 10, 2007
Paula M ParrishValic Financial Advisors, Inc. otherCetera Investment Services LLC otherOtherMar 7, 2007Mar 8, 2007
Kevin John WheelerAmeriprise Financial Services, LLC national BDCetera Investment Services LLC otherOtherFeb 2, 2007Jan 26, 2009 (724 d)
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528 moves match.