Arrivals at United Planners' Financial Services Of America A Limited Partner

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
Julianne Lorraine Call	Charles Schwab & Co., Inc. national BD	United Planners' Financial Services Of America A Limited Partner other	Other	Oct 29, 2015	Nov 3, 2015
Matthew Arthur De Heras	Pruco Securities, LLC other	United Planners' Financial Services Of America A Limited Partner other	Other	Oct 29, 2015	Oct 15, 2015
Steven Kainoa Timbal	Pruco Securities, LLC other	United Planners' Financial Services Of America A Limited Partner other	Other	Oct 26, 2015	Oct 15, 2015
Michael Edwin Mccullough	Pruco Securities, LLC other	United Planners' Financial Services Of America A Limited Partner independent RIA	Other	Oct 15, 2015	Jan 6, 2026 (3736 d)
Aaron Kyllo Petty	Ameriprise Financial Services, LLC national BD	United Planners' Financial Services Of America A Limited Partner other	Other	Sep 29, 2015	Sep 15, 2015
Eric Richard Hemingway	Monticello Investment Services, Inc. no RAUM	United Planners' Financial Services Of America A Limited Partner other	Other	Sep 28, 2015	Oct 2, 2015
Richard Ira Hemingway	Monticello Investment Services, Inc. no RAUM	United Planners' Financial Services Of America A Limited Partner other	Other	Sep 28, 2015	Sep 25, 2015
Michele L Herzberg	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	United Planners' Financial Services Of America A Limited Partner other	Other	Aug 18, 2015	Feb 2, 2016 (168 d)
Ralph William Johnston	Osaic Institutions, Inc. other	United Planners' Financial Services Of America A Limited Partner other	Other	Aug 14, 2015	Aug 14, 2015
Michael P. O'Malley	Cue Financial Group, Inc. other	United Planners' Financial Services Of America A Limited Partner other	Other	Aug 10, 2015	Aug 17, 2015
Jennifer Kristen Berberich	Cue Financial Group, Inc. other	United Planners' Financial Services Of America A Limited Partner other	Other	Aug 10, 2015	Aug 25, 2015
Cynthia Pellegrino	Applied Capital Management, LLC state registered	United Planners' Financial Services Of America A Limited Partner other	Other	Jul 10, 2015	Jun 1, 2015
Karen Elizabeth Bliss	LPL Financial LLC other	United Planners' Financial Services Of America A Limited Partner other	Other	Jul 9, 2015	Aug 14, 2015 (36 d)
Beth Ellen Lewis	Edward Jones national BD	United Planners' Financial Services Of America A Limited Partner other	Other	May 21, 2015	May 1, 2015
Daniel Francis Casey	Westlake Financial Advisors LLC other	United Planners' Financial Services Of America A Limited Partner other	Other	May 14, 2015	Nov 15, 2013
Robert Paul Aamodt	Knox Capital Advisors, LLC other	United Planners' Financial Services Of America A Limited Partner other	Other	Apr 10, 2015	Apr 14, 2015
Eddie Ray Snow	Knox Capital Advisors, LLC other	United Planners' Financial Services Of America A Limited Partner other	Other	Apr 10, 2015	Apr 14, 2015
Kyle David Wilhelm	Knox Capital Advisors, LLC other	United Planners' Financial Services Of America A Limited Partner other	Other	Apr 10, 2015	Apr 14, 2015
Derek Edwin Woods	Awm Asset Management LLC unclassified	United Planners' Financial Services Of America A Limited Partner other	Other	Mar 27, 2015	Aug 28, 2014
Margaret Verdery Little	Financial Designs Of Virginia, Inc. other	United Planners' Financial Services Of America A Limited Partner other	Other	Mar 9, 2015	Mar 9, 2015
Michael Allen Travis	Financial Designs Of Virginia, Inc. other	United Planners' Financial Services Of America A Limited Partner other	Other	Mar 7, 2015	Mar 25, 2015
Andres Antonio Favela	Msi Financial Services, Inc. other	United Planners' Financial Services Of America A Limited Partner other	Other	Feb 17, 2015	Feb 6, 2015
Gary Frank Klaric	LPL Financial LLC other	United Planners' Financial Services Of America A Limited Partner other	Other	Jan 8, 2015	Dec 17, 2014
Bryan Henry Marker	Regal Investment Advisors LLC other	United Planners' Financial Services Of America A Limited Partner other	Other	Dec 31, 2014	Jan 2, 2015
Jared Lee Nichols	Securities America Advisors, Inc. other	United Planners' Financial Services Of America A Limited Partner other	Other	Dec 8, 2014	Dec 15, 2014
Mark Thomas Haimerl	Legend Advisory, LLC other	United Planners' Financial Services Of America A Limited Partner other	Other	Aug 15, 2014	Aug 14, 2014
Michael J Steinebach	Pnc Wealth Management other	United Planners' Financial Services Of America A Limited Partner other	Other	Jul 7, 2014	Aug 25, 2014 (49 d)
Brent Cunningham Gilmore	Legend Advisory, LLC other	United Planners' Financial Services Of America A Limited Partner other	Other	Jun 18, 2014	Jun 25, 2014
Joseph Charles Morson	Stewardship Legacy Coaching, LLC unclassified	United Planners' Financial Services Of America A Limited Partner other	Other	Mar 26, 2014	Mar 2, 2011
Mark Everett Charnet	Bcg Securities, Inc. other	United Planners' Financial Services Of America A Limited Partner other	Other	Mar 7, 2014	Mar 11, 2014
Arthur Michael Argeros	Bcg Securities, Inc. other	United Planners' Financial Services Of America A Limited Partner other	Other	Mar 7, 2014	Mar 31, 2014
Jim Edward Baadshaug	Bcg Securities, Inc. other	United Planners' Financial Services Of America A Limited Partner other	Other	Mar 7, 2014	Mar 11, 2014
Peter Denis Murphy	Bcg Securities, Inc. other	United Planners' Financial Services Of America A Limited Partner other	Other	Mar 7, 2014	Mar 10, 2014
Randy Dean Deaton	Bcg Securities, Inc. other	United Planners' Financial Services Of America A Limited Partner other	Other	Mar 7, 2014	Mar 6, 2014
Jeffrey Scott Beyer	Bcg Securities, Inc. other	United Planners' Financial Services Of America A Limited Partner other	Other	Mar 7, 2014	Mar 6, 2014
Gary William Ronan	Bcg Securities, Inc. other	United Planners' Financial Services Of America A Limited Partner other	Other	Mar 7, 2014	Mar 11, 2014
Michael Joseph Ruggieri	Sagepoint Financial, Inc. other	United Planners' Financial Services Of America A Limited Partner other	Other	Feb 3, 2014	Feb 25, 2014
Terrence O'Reilly Morgan	Wilbanks Securities Advisory other	United Planners' Financial Services Of America A Limited Partner other	Other	Jan 7, 2014	Jan 9, 2014
Chris Alan Roberts	Schwab Wealth Advisory, Inc. other	United Planners' Financial Services Of America A Limited Partner other	Other	Nov 20, 2013	Jan 17, 2014 (58 d)
Jeffrey Michael Justi	Pension Planners Securities, Inc. unclassified	United Planners' Financial Services Of America A Limited Partner other	Other	Nov 19, 2013	Aug 30, 2013
Stephen Thomas Minihan	Financial West Group other	United Planners' Financial Services Of America A Limited Partner other	Other	Nov 18, 2013	Nov 15, 2013
Joseph Michael Feichtel	MML Investors Services, LLC other	United Planners' Financial Services Of America A Limited Partner other	Other	Oct 29, 2013	Nov 21, 2013
Fabiola Lucrecia Hill	Cetera Advisor Networks LLC other	United Planners' Financial Services Of America A Limited Partner other	Other	Oct 28, 2013	Nov 7, 2013
Christine Sionia Neilson	Questar Asset Management, Inc. other	United Planners' Financial Services Of America A Limited Partner other	Other	Jul 19, 2013	Mar 10, 2014 (234 d)
Herbert Suekichi Shiraishi	Securities America Advisors, Inc. other	United Planners' Financial Services Of America A Limited Partner other	Other	May 9, 2013	May 31, 2013
Hans Caparas Medina	Securities America Advisors, Inc. other	United Planners' Financial Services Of America A Limited Partner other	Other	May 8, 2013	May 17, 2013
Jason Lloyd Wong	Securities America Advisors, Inc. other	United Planners' Financial Services Of America A Limited Partner other	Other	May 8, 2013	Apr 29, 2013
Kendall K.K. Kakugawa	Securities America Advisors, Inc. other	United Planners' Financial Services Of America A Limited Partner other	Other	May 8, 2013	Apr 29, 2013
Grant Tatsuro Arita	Securities America Advisors, Inc. other	United Planners' Financial Services Of America A Limited Partner other	Other	May 8, 2013	May 17, 2013
Nicholas Francis White	Hornor, Townsend & Kent, LLC other	United Planners' Financial Services Of America A Limited Partner other	Other	Mar 22, 2013	Mar 25, 2013
David N Moliterno	Msi Financial Services, Inc. other	United Planners' Financial Services Of America A Limited Partner independent RIA	Other	Dec 31, 2012	Jul 16, 2026 (4945 d)
Thane Roland Walton	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	United Planners' Financial Services Of America A Limited Partner other	Other	Nov 30, 2012	Apr 1, 2014 (487 d)
Thomas George Bongiorno	Sterne Agee Investment Advisor Services, Inc. other	United Planners' Financial Services Of America A Limited Partner other	Other	Nov 2, 2012	Oct 18, 2012
Timothy N Troutman	Sterne Agee Investment Advisor Services, Inc. other	United Planners' Financial Services Of America A Limited Partner other	Other	Nov 2, 2012	Oct 16, 2012
Mary Elizabeth Gilmore	Legend Advisory, LLC other	United Planners' Financial Services Of America A Limited Partner other	Other	Nov 2, 2012	Jun 25, 2014 (600 d)
Mark Stephen Hall	Strategic Investment Advisors unclassified	United Planners' Financial Services Of America A Limited Partner other	Other	Aug 23, 2012	Jul 24, 2012
Kaleigh Ruth Prentice	LPL Financial LLC other	United Planners' Financial Services Of America A Limited Partner other	Other	Jul 26, 2012	Jan 11, 2013 (169 d)
Matthew L Wilson	Voya Financial Advisors, Inc. other	United Planners' Financial Services Of America A Limited Partner other	Other	Jun 19, 2012	Jun 27, 2012
Kevin Gerard Higdon	Suntrust Investment Services, Inc. other	United Planners' Financial Services Of America A Limited Partner independent RIA	Other	Jun 1, 2012	Jan 9, 2026 (4970 d)
Niles Poole Geary	Wells Fargo Advisors wirehouse	United Planners' Financial Services Of America A Limited Partner independent RIA	Wirehouse to independent RIA	May 21, 2012	Jan 1, 2025 (4608 d)

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460 moves match.