Advisor moves

Arrivals at Transamerica Financial Advisors, LLC

537 moves
AdvisorFromToTypeLeftRegistered
Chuk Nyion CheInvestment Advisors International, Inc. unclassifiedTransamerica Financial Advisors, LLC BD affiliatedOtherDec 10, 2010Feb 20, 2026 (5551 d)
David Jay VogelWoodbury Financial Services, Inc. otherTransamerica Financial Advisors, LLC otherOtherNov 30, 2010Nov 19, 2012 (720 d)
Michael Jeffrey ConnorDirected Services LLC otherTransamerica Financial Advisors, LLC otherOtherNov 30, 2010Feb 16, 2011 (78 d)
Jerry Scott SwineyEquitable Advisors, LLC national BDTransamerica Financial Advisors, LLC otherOtherOct 6, 2010Sep 28, 2010
Daniel BrownEdward Jones national BDTransamerica Financial Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 5, 2010Mar 31, 2022 (4195 d)
William Francis PowersEdward Jones national BDTransamerica Financial Advisors, LLC otherOtherSep 2, 2010Oct 27, 2010 (55 d)
Shawn Michael MihalGreat American Advisors, Inc. otherTransamerica Financial Advisors, LLC otherOtherAug 26, 2010Sep 15, 2010
Serge Peter VillaniChase Investment Services Corp. otherTransamerica Financial Advisors, LLC otherOtherAug 17, 2010Jun 1, 2012 (654 d)
Shinfen Circe WuWaddell & Reed otherTransamerica Financial Advisors, LLC otherOtherAug 4, 2010Jul 28, 2010
Michael John BaileyBancwest Investment Services, Inc. (Bwis) otherTransamerica Financial Advisors, LLC otherOtherJun 15, 2010Jun 17, 2011 (367 d)
Anne Marie ClaytonEquitable Advisors, LLC national BDTransamerica Financial Advisors, LLC otherOtherJun 10, 2010Jun 7, 2010
Michael Vaughn HolmInvestment Advisors International, Inc. unclassifiedTransamerica Financial Advisors, LLC otherOtherMay 27, 2010Aug 3, 2015 (1894 d)
Catherine Camille DoneyRaymond James Financial Services Advisors, Inc otherTransamerica Financial Advisors, LLC otherOtherMay 14, 2010Jan 6, 2014 (1333 d)
David Crawford ChampionEquitable Advisors, LLC national BDTransamerica Financial Advisors, LLC otherOtherApr 26, 2010Apr 22, 2010
Joel Moore HarrisChase Investment Services Corp. otherTransamerica Financial Advisors, LLC otherOtherApr 13, 2010Apr 9, 2010
Jianmin GuSignator Investors, Inc. otherTransamerica Financial Advisors, LLC otherOtherMar 5, 2010May 7, 2012 (794 d)
Jungtsan James LeeInvestment Advisors International, Inc. unclassifiedTransamerica Financial Advisors, LLC otherOtherFeb 25, 2010May 24, 2017 (2645 d)
Joseph Dewar McgoldrickCincinnati Analysts, Inc otherTransamerica Financial Advisors, LLC otherOtherFeb 17, 2010Feb 16, 2010
Lee M GottliebHornor, Townsend & Kent, LLC otherTransamerica Financial Advisors, LLC otherOtherJan 7, 2010Mar 10, 2010 (62 d)
Dorothea Sue ColeMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseTransamerica Financial Advisors, LLC otherOtherJan 4, 2010Dec 10, 2009
Darin Russell CarrollFamily Wealth Advisory Service, LLC unclassifiedTransamerica Financial Advisors, LLC otherOtherDec 31, 2009Apr 17, 2012 (838 d)
Robert Jervis StarkLPL Financial LLC otherTransamerica Financial Advisors, LLC otherOtherNov 11, 2009Nov 4, 2009
Charles Maurice ThurmanLPL Financial LLC otherTransamerica Financial Advisors, LLC otherOtherNov 11, 2009Nov 24, 2009
Robert Jeffrey StarkLPL Financial LLC otherTransamerica Financial Advisors, LLC otherOtherNov 11, 2009Nov 24, 2009
Michael A ScardavilleCentennial Investment Advisors, Inc. unclassifiedTransamerica Financial Advisors, LLC BD affiliatedOtherOct 27, 2009Sep 13, 2023 (5069 d)
William J BrookeQa3 Financial LLC unclassifiedTransamerica Financial Advisors, LLC otherOtherOct 19, 2009Aug 3, 2010 (288 d)
John LuChase Investment Services Corp. otherTransamerica Financial Advisors, LLC otherOtherOct 5, 2009Mar 19, 2014 (1626 d)
Charles Joseph StewartVision Asset Management Inc unclassifiedTransamerica Financial Advisors, LLC otherOtherSep 3, 2009Apr 13, 2012 (953 d)
Kenneth Raymond SavageOsaic Fs, Inc. otherTransamerica Financial Advisors, LLC otherOtherAug 20, 2009Sep 11, 2009
Sheryl Pitre CounceLPL Financial LLC otherTransamerica Financial Advisors, LLC otherOtherAug 18, 2009Sep 10, 2009
Joan K JohnsonEquitable Advisors, LLC national BDTransamerica Financial Advisors, LLC otherOtherAug 13, 2009Aug 24, 2009
Keith Allen LunneborgValic Financial Advisors, Inc. otherTransamerica Financial Advisors, LLC otherOtherJul 23, 2009Aug 18, 2009
Nadezhda Vladlenovna LeakeUBS Financial Services Inc. wirehouseTransamerica Financial Advisors, LLC otherOtherJul 2, 2009Oct 22, 2009 (112 d)
Lisa Marie BlevensU.S. Bancorp Investments, Inc. otherTransamerica Financial Advisors, LLC otherOtherJun 18, 2009Jul 27, 2009 (39 d)
Randy Alan PattisonWells Fargo Advisors wirehouseTransamerica Financial Advisors, LLC otherOtherJun 1, 2009Nov 2, 2010 (519 d)
Yvette Cummings HeatlyLincoln Investment otherTransamerica Financial Advisors, LLC otherOtherJun 1, 2009Jun 24, 2009
Rhandy ArzagaWescom Financial Services, LLC independent RIATransamerica Financial Advisors, LLC otherOtherApr 27, 2009Jan 21, 2010 (269 d)
Robert B OlsonPrincipal Securities, Inc. otherTransamerica Financial Advisors, LLC otherOtherApr 20, 2009Apr 21, 2009
Gregory Alan WittlandEquitable Advisors, LLC national BDTransamerica Financial Advisors, LLC otherOtherMar 19, 2009Dec 14, 2009 (270 d)
Coyt Lamar NicholsonStanford Group Company unclassifiedTransamerica Financial Advisors, LLC otherOtherMar 13, 2009Mar 17, 2009
Brad William MichelsTransamerica Investment Management, LLC unclassifiedTransamerica Financial Advisors, LLC otherOtherMar 11, 2009Mar 5, 2009
Michael John RussoIc Advisory Services, Inc. otherTransamerica Financial Advisors, LLC BD affiliatedOtherMar 6, 2009Jul 9, 2026 (6334 d)
Shannon Lee MessersmithStrategic Legacy Advisors, Inc. unclassifiedTransamerica Financial Advisors, LLC otherOtherFeb 25, 2009Feb 27, 2009
Jerad SorgenfreiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseTransamerica Financial Advisors, LLC otherOtherFeb 13, 2009Aug 5, 2009 (173 d)
Harold Andrew ClarkOsaic Fa, Inc. otherTransamerica Financial Advisors, LLC otherOtherDec 31, 2008Jun 10, 2010 (526 d)
Kevin Andrew ClarkOsaic Fa, Inc. otherTransamerica Financial Advisors, LLC otherOtherDec 31, 2008Jul 5, 2011 (916 d)
Anthony C WilloughbySebcor, Inc. unclassifiedTransamerica Financial Advisors, LLC otherOtherDec 31, 2008Mar 22, 2010 (446 d)
Andrew Lee BunchInvestment Advisors International, Inc. unclassifiedTransamerica Financial Advisors, LLC otherOtherDec 22, 2008Jan 27, 2009 (36 d)
Nadeem AlamNationwide Securities, LLC no RAUMTransamerica Financial Advisors, LLC otherOtherDec 19, 2008Apr 7, 2010 (474 d)
Chad Michael TaciaInvestment Advisors International, Inc. unclassifiedTransamerica Financial Advisors, LLC otherOtherDec 8, 2008May 23, 2015 (2357 d)
Margreit Rm McinnisAmeriprise Financial Services, LLC national BDTransamerica Financial Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 19, 2008Jul 24, 2023 (5421 d)
Melvin Maurice MccordAmeriprise Financial Services, LLC national BDTransamerica Financial Advisors, LLC otherOtherSep 8, 2008Sep 9, 2008
Nancy Jane HiteWalnut Street Securities, Inc. otherTransamerica Financial Advisors, LLC otherOtherJul 25, 2008Jul 23, 2008
Nicholas HammondRaymond James Financial Services, Inc. unclassifiedTransamerica Financial Advisors, LLC otherOtherJun 25, 2008Feb 11, 2010 (596 d)
Kevin Michael BurkartAvantax Advisory Services otherTransamerica Financial Advisors, LLC otherOtherMar 19, 2008Feb 29, 2008
Glenn Michael FarkasOrion Capital Management Inc otherTransamerica Financial Advisors, LLC otherOtherMar 7, 2008Feb 27, 2009 (357 d)
Sergio Jimenez-GudinoInvestment Advisors International, Inc. unclassifiedTransamerica Financial Advisors, LLC otherOtherFeb 20, 2008Jan 24, 2008
Robert Kent WelshAvantax Advisory Services otherTransamerica Financial Advisors, LLC otherOtherFeb 12, 2008Nov 3, 2017 (3552 d)
Tyler Lee RudekEdward Jones national BDTransamerica Financial Advisors, LLC otherOtherJan 29, 2008Jul 27, 2009 (545 d)
Claire Roberts DurandUsaa Financial Planning Services no RAUMTransamerica Financial Advisors, LLC otherOtherDec 20, 2007Dec 10, 2009 (721 d)
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