DFX Intelligence
Advisor moves
Arrivals at Transamerica Retirement Advisors, LLCWhat a move isA 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.
366 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Angela Carmona Horvat | Morgan Stanley Dw Inc. unclassified | Transamerica Retirement Advisors, LLC other | Other | Jun 9, 2004 | Jan 29, 2016 (4251 d) |
| Amy Lee Birtcher | Oppenheimer & Co. Inc. other | Transamerica Retirement Advisors, LLC other | Other | May 6, 2004 | Jul 28, 2017 (4831 d) |
| Russell Stalin Maltes | Charles Schwab & Co., Inc. national BD | Transamerica Retirement Advisors, LLC other | Other | Dec 5, 2003 | Nov 18, 2015 (4366 d) |
| Mark Donald Murray | Metlife Investment Fund Services LLC unclassified | Transamerica Retirement Advisors, LLC other | Other | Oct 31, 2003 | Jun 21, 2013 (3521 d) |
| Jennifer Clark Baskerville | Citigroup Global Markets Inc. other | Transamerica Retirement Advisors, LLC other | Other | Oct 15, 2003 | Aug 27, 2013 (3604 d) |
| Kevin Ml Smith | Msi Financial Services, Inc. other | Transamerica Retirement Advisors, LLC other | Other | Feb 12, 2003 | Oct 27, 2017 (5371 d) |
Page 7 of 7Previous