Advisor moves

Arrivals at Capital Analysts

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
Thomas J Grasso	Lincoln Investment other	Capital Analysts other	Other	Dec 13, 2017	Dec 9, 2014
John Vincent Blanchard	Gwn Securities Inc. other	Capital Analysts other	Other	Dec 4, 2017	Dec 15, 2017
Andrew Devereux Eddy	Lincoln Investment other	Capital Analysts other	Other	Nov 14, 2017	Mar 10, 2015
Robert Devereux Eddy	Lincoln Investment other	Capital Analysts other	Other	Nov 14, 2017	Jun 4, 2012
Aaron Matthew Gagnier	Lincoln Investment other	Capital Analysts other	Other	Nov 6, 2017	Nov 10, 2016
Jordan Jackson	B. Riley Wealth Advisors, Inc. other	Capital Analysts BD affiliated	Other	Oct 16, 2017	Sep 11, 2019 (695 d)
Philip Lennox	Northeast Planning Associates, Inc. other	Capital Analysts other	Other	Sep 18, 2017	Oct 11, 2017
John Francisco Urrutia	Lincoln Investment other	Capital Analysts other	Other	Aug 11, 2017	Apr 21, 2014
Joseph Patrick Mylotte	Mercap Advisors, Inc. no RAUM	Capital Analysts other	Other	Jul 24, 2017	Jun 20, 2017
Gordon Jay Forgione	Principal Securities, Inc. other	Capital Analysts other	Other	Jul 12, 2017	Jul 12, 2017
Nicole Andre	Scottrade Investment Management other	Capital Analysts other	Other	Jul 11, 2017	Jul 20, 2017
Ryan Walter Carlin	Lincoln Investment other	Capital Analysts other	Other	Jun 13, 2017	Mar 28, 2014
Richard Scott Maholchic	Lincoln Investment other	Capital Analysts other	Other	Jun 6, 2017	Feb 11, 2014
Jessica Kenney Dreicer	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Capital Analysts BD affiliated	Wirehouse to affiliated broker-dealer or bank	Jun 6, 2017	Apr 30, 2018 (328 d)
Barry L Moss	Lincoln Investment other	Capital Analysts other	Other	Apr 24, 2017	Nov 4, 2015
Lynne Broza	Lincoln Investment other	Capital Analysts other	Other	Apr 12, 2017	Jun 4, 2012
Whittney D Harvey	Lincoln Investment other	Capital Analysts other	Other	Mar 22, 2017	May 15, 2014
James Ray Cratty	Lincoln Investment other	Capital Analysts other	Other	Mar 2, 2017	Jan 27, 2016
Raphael M. Hofmann	Lincoln Investment other	Capital Analysts other	Other	Feb 27, 2017	Mar 11, 2016
Joseph Corey Howard	Equitable Advisors, LLC national BD	Capital Analysts other	Other	Jan 19, 2017	Jan 19, 2017
Shawn Marcel Lefebvre	Lincoln Investment other	Capital Analysts other	Other	Jan 18, 2017	Jun 4, 2012
James Alexander Eddy	Lincoln Investment other	Capital Analysts other	Other	Dec 31, 2016	Jun 4, 2012
Timothy Linaugh	Lincoln Investment other	Capital Analysts other	Other	Dec 31, 2016	Jun 4, 2012
Desiree Rome Kelley	Lincoln Investment other	Capital Analysts other	Other	Dec 31, 2016	Nov 19, 2015
Jerry Irving Rubin	Lincoln Investment other	Capital Analysts other	Other	Dec 31, 2016	Jun 7, 2012
Richard Thomas Suro	Questar Asset Management, Inc. other	Capital Analysts other	Other	Dec 19, 2016	Jan 25, 2017 (37 d)
Kindel R Burkett	Securian Financial Services, Inc. other	Capital Analysts other	Other	Nov 29, 2016	Jan 11, 2017 (43 d)
Mark Vincent Greim	Lincoln Investment other	Capital Analysts other	Other	Nov 10, 2016	Feb 29, 2016
Brian Franford	Oppenheimer & Co. Inc. other	Capital Analysts BD affiliated	Other	Oct 3, 2016	Jul 17, 2018 (652 d)
Rea Ptacin	Lincoln Investment other	Capital Analysts other	Other	Sep 2, 2016	Oct 28, 2015
Sungki Lynn Leemaster	Lincoln Investment other	Capital Analysts other	Other	Sep 1, 2016	Feb 25, 2016
Reid Jonathan Soberman	Mcadam LLC other	Capital Analysts other	Other	Aug 23, 2016	Sep 21, 2016
Cole Smithers Koeniger	Lincoln Investment other	Capital Analysts other	Other	Jul 7, 2016	Oct 1, 2014
Norman Milton Bald	Lincoln Investment other	Capital Analysts other	Other	Jun 3, 2016	Jun 4, 2012
Seth N Maulfair	Lincoln Investment other	Capital Analysts other	Other	May 26, 2016	Apr 26, 2016
Jeffrey Raymond Linska	Lincoln Investment other	Capital Analysts other	Other	May 24, 2016	Jun 7, 2012
Terence Vincent Gallagher	Lincoln Investment other	Capital Analysts other	Other	Mar 1, 2016	Jul 21, 2015
Stefan Foster Striffler	Transamerica Financial Advisors, LLC other	Capital Analysts BD affiliated	Other	Dec 31, 2015	May 23, 2018 (874 d)
Jeffrey Navarra Tomaneng	Lincoln Investment other	Capital Analysts other	Other	Dec 31, 2015	Jun 26, 2014
Moses Francis	Lincoln Investment other	Capital Analysts other	Other	Dec 11, 2015	Dec 1, 2015
Megan Mooney	Lincoln Investment other	Capital Analysts other	Other	Dec 8, 2015	Mar 21, 2014
Timothy James Neuville	Lincoln Investment other	Capital Analysts other	Other	Dec 3, 2015	Jun 4, 2012
Donald Edward Burklo	Lincoln Investment other	Capital Analysts other	Other	Nov 5, 2015	Dec 8, 2014
Eric Anthony Giosa	Transamerica Financial Advisors, LLC other	Capital Analysts BD affiliated	Other	Oct 30, 2015	Jan 1, 2025 (3351 d)
Alan Edward Yanowitz	Securities America Advisors, Inc. other	Capital Analysts other	Other	Oct 2, 2015	Oct 1, 2015
Dean Dirk Weemhoff	Lincoln Investment other	Capital Analysts other	Other	Oct 2, 2015	Jun 14, 2012
Brendan Moleski	Lincoln Investment other	Capital Analysts other	Other	Sep 25, 2015	Mar 20, 2014
Christopher L. Eklund	Msi Financial Services, Inc. other	Capital Analysts other	Other	Sep 25, 2015	Apr 12, 2016 (200 d)
Bryan Joseph Costin	Lincoln Investment other	Capital Analysts other	Other	Aug 10, 2015	Jun 5, 2012
Jeffrey Thaddeus Nowak	Lincoln Investment other	Capital Analysts other	Other	Aug 7, 2015	Aug 12, 2014
James Vincent Rogan	Lincoln Investment other	Capital Analysts other	Other	Jul 31, 2015	Dec 19, 2013
Daniel L Bonder	Lincoln Investment other	Capital Analysts other	Other	Jul 20, 2015	Jun 5, 2012
Jeremy Scott Clark	Lincoln Investment other	Capital Analysts other	Other	Jul 20, 2015	Jun 5, 2012
Michael Patrick Stanton	Lincoln Investment other	Capital Analysts other	Other	Jul 9, 2015	Apr 14, 2015
Gary Wayne Latuszewski	Lincoln Investment other	Capital Analysts other	Other	Jun 18, 2015	Dec 19, 2013
Hal Vincent Caprara	Lincoln Investment other	Capital Analysts other	Other	Jun 18, 2015	Dec 5, 2013
James Francis Thomas	Lincoln Investment other	Capital Analysts other	Other	Jun 3, 2015	Jun 4, 2012
Emily Bost Nilsson	Lincoln Investment other	Capital Analysts other	Other	Jun 2, 2015	Jun 4, 2012
David George Olson	Lincoln Investment other	Capital Analysts other	Other	Jun 1, 2015	Dec 6, 2012
Peter R Franz	Lincoln Investment other	Capital Analysts other	Other	Jun 1, 2015	Aug 1, 2013

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401 moves match.