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
Daniel Douglas Etheridge	Lincoln Investment other	Capital Analysts other	Other	Jun 1, 2015	Feb 10, 2015
Karyn Pistone	Lincoln Investment other	Capital Analysts other	Other	Jun 1, 2015	Jun 5, 2012
Kevin Michael Williams	Focus Partners Wealth, LLC other	Capital Analysts other	Other	Mar 20, 2015	Aug 29, 2016 (528 d)
Robert William Burnham	Lincoln Investment other	Capital Analysts other	Other	Feb 24, 2015	Jul 11, 2012
Marc L Laureano	Lincoln Investment other	Capital Analysts other	Other	Dec 26, 2014	Jun 5, 2012
Steven Mcintyre	Wells Fargo Advisors wirehouse	Capital Analysts other	Other	Nov 7, 2014	Nov 6, 2014
Sebastiano Mancarella	Santander Securities other	Capital Analysts other	Other	Mar 28, 2014	Mar 27, 2014
Michael Paul Capriotti	Lincoln Investment other	Capital Analysts other	Other	Mar 21, 2014	Nov 15, 2013
Timothy Michael Hamilton	Lincoln Investment other	Capital Analysts other	Other	Jan 31, 2014	Jun 4, 2012
Christopher Anthony Lund	Lincoln Investment other	Capital Analysts other	Other	Dec 31, 2013	Jun 4, 2012
William John Roth	Lincoln Investment other	Capital Analysts other	Other	Sep 16, 2013	Jun 4, 2012
Jason Thomas Laird	Lincoln Investment other	Capital Analysts other	Other	Jul 19, 2013	Jun 4, 2012
Michelle Jenkins Mcnamara	Northwestern Mutual Investment Services,LLC other	Capital Analysts other	Other	May 28, 2013	Sep 9, 2013 (104 d)
Sean Michael Cook	Lincoln Investment other	Capital Analysts other	Other	May 16, 2013	Jun 11, 2012
Jaemin Jasmine Sim	Lincoln Investment other	Capital Analysts other	Other	Feb 14, 2013	Jun 4, 2012
Pamela Heidi Friedman	Lincoln Investment other	Capital Analysts other	Other	Feb 7, 2013	Dec 11, 2012
Trisha Lynn Fountain	Lincoln Investment other	Capital Analysts other	Other	Jan 28, 2013	Jun 5, 2012
Victor Simon	Lincoln Investment other	Capital Analysts other	Other	Dec 31, 2012	Jun 4, 2012
Sean Riley Eldred	Lincoln Investment other	Capital Analysts other	Other	Dec 31, 2012	Jun 4, 2012
Peter William Crimmins	Lincoln Investment other	Capital Analysts other	Other	Dec 4, 2012	Jun 4, 2012
Joseph A Catanzarite	Lincoln Investment other	Capital Analysts other	Other	Dec 3, 2012	Jun 4, 2012
Daniel James Thill	Cincinnati Analysts, Inc other	Capital Analysts other	Other	Jun 27, 2012	Jun 25, 2012
Jeffrey Randall Wiyninger	Lincoln Investment other	Capital Analysts other	Other	Jun 25, 2012	Jun 4, 2012
Dale Rubin	Cincinnati Analysts, Inc other	Capital Analysts other	Other	Jun 1, 2012	Jun 5, 2012
Donald Lee Moore	Cincinnati Analysts, Inc other	Capital Analysts BD affiliated	Other	Jun 1, 2012	Dec 13, 2023 (4212 d)
Jon Ryan Morgan	Cincinnati Analysts, Inc other	Capital Analysts other	Other	Jun 1, 2012	Jun 4, 2012
Gregory Giller Randall	Cincinnati Analysts, Inc other	Capital Analysts other	Other	Jun 1, 2012	Jun 5, 2012
Lyle Harley Cole	Cincinnati Analysts, Inc other	Capital Analysts other	Other	Jun 1, 2012	Jun 5, 2012
Raymond Matthew Tropp	Cincinnati Analysts, Inc other	Capital Analysts other	Other	Jun 1, 2012	Jun 12, 2012
Todd Jeremy Wartman	Cincinnati Analysts, Inc other	Capital Analysts BD affiliated	Other	Jun 1, 2012	Jan 10, 2024 (4240 d)
Thomas Michael Genco	Cincinnati Analysts, Inc other	Capital Analysts other	Other	Jun 1, 2012	Jun 5, 2012
John Milo Overstreet	Cincinnati Analysts, Inc other	Capital Analysts other	Other	Jun 1, 2012	Jun 5, 2012
Deborah Lynn George	Cincinnati Analysts, Inc other	Capital Analysts other	Other	Jun 1, 2012	Jun 5, 2012
Marya Changizi Young	Cincinnati Analysts, Inc other	Capital Analysts other	Other	Jun 1, 2012	Dec 6, 2012 (188 d)
Todd Alexander Bragg	Cincinnati Analysts, Inc other	Capital Analysts other	Other	Jun 1, 2012	Aug 27, 2012 (87 d)
Lewis Dorian Shore	Cincinnati Analysts, Inc other	Capital Analysts other	Other	Jun 1, 2012	Jun 12, 2012
Raymond Paul Clifford	Legend Advisory, LLC other	Capital Analysts other	Other	Apr 30, 2012	Oct 20, 2014 (903 d)
Jane E Kwoun	Woodbury Financial Services, Inc. other	Capital Analysts other	Other	Jul 28, 2011	Jul 23, 2013 (726 d)
Daniel John Hinchey	Banc Of America Investment Services, Inc. unclassified	Capital Analysts BD affiliated	Other	Feb 19, 2008	Sep 7, 2022 (5314 d)
Pamela Jackson Middleton	Banks, Jackson & Middleton, Inc. unclassified	Capital Analysts BD affiliated	Other	Dec 31, 2006	Feb 27, 2020 (4806 d)
Michael John Sliney	Putnam Investment Management, LLC other	Capital Analysts BD affiliated	Other	Feb 22, 2005	Dec 10, 2018 (5039 d)

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401 moves match.