Advisor moves

Arrivals at Osaic Fs, Inc.

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
Marjorie Lyall HeggieCitigroup Global Markets Inc. otherOsaic Fs, Inc. otherOtherJun 29, 2007Jun 17, 2009 (719 d)
Richard Arthur ShivelyWaddell & Reed otherOsaic Fs, Inc. otherOtherMay 4, 2007May 9, 2007
Dustin Cane StiefelAdvanced Planning, Inc. unclassifiedOsaic Fs, Inc. otherOtherApr 19, 2007Dec 21, 2005
James Howard MckeeEquitable Advisors, LLC national BDOsaic Fs, Inc. otherOtherApr 2, 2007Mar 10, 2009 (708 d)
James Richard HillCitigroup Global Markets Inc. otherOsaic Fs, Inc. otherOtherMar 21, 2007Jul 19, 2011 (1581 d)
Ronald Allen FreemanMsi Financial Services, Inc. otherOsaic Fs, Inc. otherOtherMar 16, 2007Dec 21, 2007 (280 d)
Michael Arthur LynchIndependent Advisers Group Corp otherOsaic Fs, Inc. otherOtherJan 22, 2007Mar 27, 2006
Kenneth Raymond SavageA. G. Edwards & Sons, Inc. unclassifiedOsaic Fs, Inc. otherOtherJan 10, 2007Dec 9, 2008 (699 d)
Norman Eugene WebbWaddell & Reed otherOsaic Fs, Inc. otherOtherDec 19, 2006Feb 2, 2007 (45 d)
Joel Wayne JosephsIndependent Advisers Group Corp otherOsaic Fs, Inc. otherOtherDec 5, 2006Mar 27, 2006
William Michael KrzesinskiGeneos Wealth Management, Inc. otherOsaic Fs, Inc. otherOtherDec 4, 2006Dec 14, 2006
Shawn Michael BragdonLincoln Financial Distributors, Inc. unclassifiedOsaic Fs, Inc. otherOtherOct 16, 2006Dec 11, 2006 (56 d)
Glenn Isamu YasukochiIndependent Advisers Group Corp otherOsaic Fs, Inc. otherOtherOct 6, 2006Jan 12, 2001
Connie John RehaVoya Financial Advisors, Inc. otherOsaic Fs, Inc. otherOtherSep 14, 2006Mar 27, 2007 (194 d)
Carole Leigh DonohooAsset & Financial Planning, Ltd otherOsaic Fs, Inc. otherOtherSep 7, 2006Aug 14, 2006
Bruce Scott GentilellaAmeritas Advisory Services otherOsaic Fs, Inc. otherOtherAug 9, 2006Jul 31, 2006
Melissa A GeracimosDeutsche Bank Securities Inc. otherOsaic Fs, Inc. otherOtherJul 27, 2006Aug 10, 2006
Allen Kent BroylesWindward Securities Corporation unclassifiedOsaic Fs, Inc. otherOtherJul 25, 2006Jul 6, 2006
Melissa Marie SpowalWindward Securities Corporation unclassifiedOsaic Fs, Inc. otherOtherJul 25, 2006Jul 17, 2006
Bryan K ScarrattMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOsaic Fs, Inc. otherOtherJul 21, 2006Sep 13, 2011 (1880 d)
David Patrick LeathersIndependent Advisers Group Corp otherOsaic Fs, Inc. otherOtherJul 3, 2006Apr 17, 2003
James Anthony SawczyszynPruco Securities, LLC otherOsaic Fs, Inc. otherOtherJun 16, 2006Aug 15, 2006 (60 d)
Brian Scott TewesWaddell & Reed otherOsaic Fs, Inc. otherOtherJun 13, 2006Jun 7, 2006
James Min YooEquitable Advisors, LLC national BDOsaic Fs, Inc. otherOtherJun 8, 2006Aug 3, 2007 (421 d)
Ronnie Cavazos HaimMsi Financial Services, Inc. otherOsaic Fs, Inc. otherOtherMay 5, 2006Jun 1, 2006
John Clark StultsSecurian Financial Services, Inc. otherOsaic Fs, Inc. otherOtherApr 17, 2006Jun 13, 2006 (57 d)
Dean Richard CrouthamelIndependent Advisers Group Corp otherOsaic Fs, Inc. otherOtherMar 30, 2006Apr 26, 2012 (2219 d)
Pamela Sue GhezziIndependent Advisers Group Corp otherOsaic Fs, Inc. otherOtherMar 30, 2006Mar 27, 2006
Paul Henry CoutureNew England Securities Corporation otherOsaic Fs, Inc. otherOtherFeb 28, 2006Feb 24, 2006
Shaju AlexanderPruco Securities, LLC otherOsaic Fs, Inc. otherOtherJan 31, 2006Sep 8, 2006 (220 d)
James John WilsonNew England Securities Corporation otherOsaic Fs, Inc. otherOtherJan 18, 2006Apr 3, 2006 (75 d)
Robert John KostyInvestors Capital Advisory otherOsaic Fs, Inc. otherOtherJan 5, 2006Jan 12, 2006
Cecilia Beach BrownAmeriprise Financial Services, LLC national BDOsaic Fs, Inc. otherOtherJan 4, 2006Jan 4, 2006
Michael P CutbirthBbva Compass Investment Solutions, Inc unclassifiedOsaic Fs, Inc. otherOtherOct 28, 2005Mar 17, 2006 (140 d)
Steven Craig NearmanInvestors Security Company, Inc. otherOsaic Fs, Inc. otherOtherOct 17, 2005Nov 2, 2005
Stephen Albert BrophyIndependent Advisers Group Corp otherOsaic Fs, Inc. otherOtherOct 13, 2005Nov 5, 2003
James Patrick ScanlanNew England Securities Corporation otherOsaic Fs, Inc. otherOtherSep 30, 2005May 2, 2006 (214 d)
Ernest Andre WilliamsPruco Securities, LLC otherOsaic Fs, Inc. otherOtherSep 13, 2005Feb 14, 2006 (154 d)
Daniel Leon MartinVoya Financial Advisors, Inc. otherOsaic Fs, Inc. otherOtherAug 25, 2005Aug 9, 2005
John Milton ZinaichUvest Financial Services Group, Inc. unclassifiedOsaic Fs, Inc. otherOtherAug 10, 2005Aug 11, 2005
Gary Charles HaackMetlife Investment Fund Services LLC unclassifiedOsaic Fs, Inc. otherOtherAug 8, 2005Jul 8, 2005
Douglas Dean AldenWinning Points Advisors, L.L.C. otherOsaic Fs, Inc. otherOtherAug 2, 2005Aug 4, 2005
Jeremy Grant TincherAmeriprise Financial Services, LLC national BDOsaic Fs, Inc. otherOtherJun 28, 2005Jun 28, 2005
Nalin BhattGold Coast Securities, Inc. otherOsaic Fs, Inc. otherOtherJun 17, 2005Jun 2, 2005
Jonathan Neil PerryBb&T Investment Services, Inc. no RAUMOsaic Fs, Inc. otherOtherJun 8, 2005Jul 9, 2012 (2588 d)
Randall Hugh RichardPruco Securities, LLC otherOsaic Fs, Inc. otherOtherMay 26, 2005May 26, 2005
Dominic Michael CaputoStrategic Advisers LLC national BDOsaic Fs, Inc. otherOtherApr 25, 2005May 9, 2005
William Judson HendricksonEquitable Advisors, LLC national BDOsaic Fs, Inc. otherOtherApr 18, 2005Oct 19, 2005 (184 d)
Jaret Clinton MutterUBS Financial Services Inc. wirehouseOsaic Fs, Inc. otherOtherApr 15, 2005May 19, 2005 (34 d)
Peter Blake Salkins1717 Capital Management Company unclassifiedOsaic Fs, Inc. otherOtherApr 4, 2005Apr 11, 2005
Howard Paul Gerrin1717 Capital Management Company unclassifiedOsaic Fs, Inc. otherOtherMar 31, 2005May 3, 2005 (33 d)
Joan Allison White-MccainEquitable Advisors, LLC national BDOsaic Fs, Inc. otherOtherMar 18, 2005Mar 18, 2005
Steven Rex BilletCetera Investment Advisers LLC otherOsaic Fs, Inc. otherOtherFeb 22, 2005Mar 4, 2005
Ryan Christopher Hughes1 North Wealth Services, LLC otherOsaic Fs, Inc. otherOtherFeb 14, 2005Jun 27, 2005 (133 d)
Patrick Joseph CloutierOsaic Fa, Inc. otherOsaic Fs, Inc. otherOtherFeb 9, 2005Mar 2, 2005
Matthew Bryce GournayOsaic Fa, Inc. otherOsaic Fs, Inc. otherOtherFeb 9, 2005Feb 10, 2005
Michael D IveyLPL Financial LLC otherOsaic Fs, Inc. otherOtherJan 22, 2005Apr 4, 2005 (72 d)
Paul Jerald WebsterWaddell & Reed otherOsaic Fs, Inc. otherOtherJan 20, 2005Feb 23, 2005 (34 d)
Jason Emil KundisPruco Securities, LLC otherOsaic Fs, Inc. otherOtherJan 19, 2005Aug 8, 2006 (566 d)
Stephen Michael LockoGreenbook Investment Management, Inc. unclassifiedOsaic Fs, Inc. otherOtherJan 4, 2005Apr 13, 2006 (464 d)
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490 moves match.