Advisor moves

Arrivals at Lincoln Investment

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
Brianna TavaresFidelity Personal And Workplace Advisors BD affiliatedLincoln Investment BD affiliatedAffiliated broker-dealer or bank to anotherFeb 6, 2019Feb 14, 2019
Nicholas Darwin RodkinWells Fargo Advisors wirehouseLincoln Investment BD affiliatedWirehouse to affiliated broker-dealer or bankJan 4, 2019Jan 17, 2019
David William RutkowskiLegend Advisory, LLC BD affiliatedLincoln Investment BD affiliatedAffiliated broker-dealer or bank to anotherDec 31, 2018Mar 25, 2021 (815 d)
Michael Bassell KarwicIron Valley Wealth Management, LLC unclassifiedLincoln Investment otherOtherNov 20, 2018Oct 2, 2017
Michelle Marie EngleAmeriprise Financial Services, LLC national BDLincoln Investment BD affiliatedAffiliated broker-dealer or bank to anotherNov 7, 2018Nov 6, 2018
Haim ShepesLegend Advisory, LLC BD affiliatedLincoln Investment otherOtherOct 24, 2018Jun 27, 2017
Carlo Della MeaLegend Advisory, LLC BD affiliatedLincoln Investment otherOtherOct 11, 2018Jun 22, 2017
Marney SkinnerJ.P. Morgan Securities LLC wirehouseLincoln Investment BD affiliatedWirehouse to affiliated broker-dealer or bankSep 6, 2018Sep 7, 2018
Peter R FranzBoyd Watterson Asset Management, LLC otherLincoln Investment BD affiliatedOtherAug 21, 2018Aug 3, 2018
Alexondra Nicole BrouwerAmeriprise Financial Services, LLC national BDLincoln Investment BD affiliatedAffiliated broker-dealer or bank to anotherAug 6, 2018Jan 15, 2019 (162 d)
Brice Austin ParrLegend Advisory, LLC BD affiliatedLincoln Investment otherOtherAug 6, 2018Jul 3, 2017
George HallVoya Financial Advisors, Inc. BD affiliatedLincoln Investment BD affiliatedAffiliated broker-dealer or bank to anotherJul 30, 2018Nov 5, 2019 (463 d)
Jose GautierSignator Investors, Inc. BD affiliatedLincoln Investment BD affiliatedAffiliated broker-dealer or bank to anotherJul 23, 2018Jul 27, 2018
Robin S SpencerAvantax Advisory Services BD affiliatedLincoln Investment BD affiliatedAffiliated broker-dealer or bank to anotherJun 29, 2018Jun 19, 2018
Erin DonahueNca Financial Planners otherLincoln Investment independent RIAOtherApr 25, 2018Sep 18, 2025 (2703 d)
Gordon Jay ForgioneCapital Analysts BD affiliatedLincoln Investment otherOtherApr 10, 2018Jul 12, 2017
Amy Jo RiceOneamerica Securities, Inc. BD affiliatedLincoln Investment BD affiliatedAffiliated broker-dealer or bank to anotherApr 9, 2018Jul 30, 2018 (112 d)
Valerie Marie WidhsonBny Mellon Advisors, Inc. otherLincoln Investment otherOtherMar 12, 2018Mar 13, 2018
Brian ShaperMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseLincoln Investment otherOtherFeb 26, 2018Mar 1, 2018
Kendra Leeann RiconosciutoLPL Financial LLC independent RIALincoln Investment otherOtherFeb 9, 2018Feb 16, 2018
Joseph Robert HerronCapital Analysts otherLincoln Investment otherOtherFeb 2, 2018Oct 4, 2017
Ryan Earl CarlsonEagle Strategies LLC otherLincoln Investment otherOtherJan 26, 2018Jan 22, 2018
John Kermit JacobiCapital Analysts otherLincoln Investment otherOtherJan 25, 2018May 16, 2017
Frank ViolanteWells Fargo Advisors wirehouseLincoln Investment otherOtherJan 25, 2018Jan 18, 2018
Julian Daniel RomeuCitizens Securities, Inc. BD affiliatedLincoln Investment otherOtherJan 25, 2018Feb 13, 2018
Michael J RichardsonSpc otherLincoln Investment otherOtherJan 17, 2018Jan 16, 2018
Aaron Michael McandrewSpc otherLincoln Investment otherOtherJan 17, 2018Jan 17, 2018
Ian Marcello AguilarUBS Financial Services Inc. wirehouseLincoln Investment otherOtherJan 8, 2018Jan 2, 2018
Joyce Ellen AlsburyCapital Analysts otherLincoln Investment otherOtherDec 31, 2017Jan 2, 2018
Asim Ijaz AwanVoya Financial Advisors, Inc. otherLincoln Investment otherOtherDec 31, 2017Jan 31, 2018 (31 d)
David Arlen FriedmanMML Investors Services, LLC otherLincoln Investment otherOtherDec 21, 2017Jan 30, 2018 (40 d)
Nicholas Hewston RaffettoCapital Analysts otherLincoln Investment otherOtherDec 19, 2017Dec 4, 2013
Donna Denise RuddMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseLincoln Investment BD affiliatedWirehouse to affiliated broker-dealer or bankDec 18, 2017Mar 29, 2019 (466 d)
Kseniya StarykavaLegend Advisory, LLC otherLincoln Investment otherOtherDec 18, 2017Aug 3, 2017
Michael Edward DunnSchwab Wealth Advisory, Inc. otherLincoln Investment BD affiliatedOtherDec 18, 2017Sep 18, 2018 (274 d)
Sabrina Dianne HartleyWaddell & Reed otherLincoln Investment otherOtherDec 6, 2017Dec 19, 2017
Ioannis Kyriakos ProfylienosMML Investors Services, LLC otherLincoln Investment BD affiliatedOtherNov 14, 2017Apr 18, 2018 (155 d)
Charles WeidmullerCapital Analysts otherLincoln Investment otherOtherNov 9, 2017Aug 17, 2017
Domini Marie AllisonPnc Capital Advisors LLC otherLincoln Investment otherOtherOct 31, 2017Oct 23, 2017
Maxine B MottAdvice And Planning Services otherLincoln Investment BD affiliatedOtherOct 27, 2017Apr 21, 2021 (1272 d)
Kyle Gibson CrilowCapital Analysts otherLincoln Investment otherOtherOct 24, 2017Mar 10, 2017
Elizabeth ManteauSignator Investors, Inc. otherLincoln Investment BD affiliatedOtherOct 6, 2017Oct 11, 2018 (370 d)
Hannah O SleddJ.P. Morgan Securities LLC wirehouseLincoln Investment BD affiliatedWirehouse to affiliated broker-dealer or bankOct 5, 2017Jul 18, 2019 (651 d)
Bryan C SeaquistPark Avenue Securities LLC otherLincoln Investment otherOtherSep 14, 2017Aug 29, 2017
John L SimmonsSagepoint Financial, Inc. otherLincoln Investment otherOtherAug 22, 2017Aug 17, 2017
Angela I SeguroCuna Brokerage Services, Inc. otherLincoln Investment otherOtherAug 15, 2017Aug 18, 2017
Jonathan Billings WickerVoya Financial Advisors, Inc. otherLincoln Investment otherOtherAug 3, 2017Aug 2, 2017
Brittany A VollmarOneamerica Securities, Inc. otherLincoln Investment otherOtherJul 27, 2017Sep 12, 2017 (47 d)
Seth N MaulfairCapital Analysts otherLincoln Investment otherOtherJul 11, 2017May 26, 2016
Michelle Jenkins McnamaraCapital Analysts otherLincoln Investment otherOtherJun 30, 2017Sep 9, 2013
Marshall James TolinsRaymond James & Associates, Inc. national BDLincoln Investment independent RIAAffiliated broker-dealer or bank to independent RIAMay 24, 2017Oct 22, 2025 (3073 d)
Alexander Ewing SnyderCapital Analysts otherLincoln Investment otherOtherApr 10, 2017Jan 4, 2017
Kindel R BurkettCapital Analysts otherLincoln Investment otherOtherMar 31, 2017Jan 11, 2017
Michael S TarasMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseLincoln Investment otherOtherMar 28, 2017Mar 30, 2017
Gwendolyn Anne BorkWells Fargo Advisors wirehouseLincoln Investment BD affiliatedWirehouse to affiliated broker-dealer or bankFeb 24, 2017Mar 25, 2021 (1490 d)
Randall Kent RinderknechtPrincipal Securities, Inc. otherLincoln Investment otherOtherFeb 17, 2017Feb 15, 2017
John Michael O'ConnorMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseLincoln Investment otherOtherFeb 16, 2017Feb 22, 2017
Angela GordonCambridge Investment Research Advisors, Inc. otherLincoln Investment otherOtherJan 27, 2017Jan 30, 2017
Ronald Douglas SalaMeeder Advisory Services, Inc. otherLincoln Investment otherOtherDec 2, 2016Jan 23, 2017 (52 d)
Zachary Alan AbramsCapital Analysts otherLincoln Investment independent RIAOtherOct 26, 2016Sep 26, 2024 (2892 d)
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545 moves match.