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
Robert James BurdumyOsaic Fa, Inc. otherLincoln Investment otherOtherOct 7, 2016Sep 28, 2016
Linda Lee TekavecOsaic Fa, Inc. otherLincoln Investment otherOtherSep 28, 2016Oct 5, 2016
Joseph Charles RandazzoStonex Advisors Inc. otherLincoln Investment otherOtherAug 26, 2016Aug 18, 2016
William Patrick MatejkaStonex Advisors Inc. otherLincoln Investment otherOtherAug 26, 2016Aug 23, 2016
Jonathan Lee MistofskyStonex Advisors Inc. otherLincoln Investment otherOtherAug 26, 2016Aug 18, 2016
Daniel Anthony IosueRaymond James Financial Services Advisors, Inc otherLincoln Investment otherOtherAug 22, 2016Sep 23, 2016 (32 d)
Brian E BiehlQuestar Asset Management, Inc. otherLincoln Investment otherOtherAug 3, 2016Aug 1, 2016
Tammie Lynn MccoyTransamerica Retirement Advisors, LLC otherLincoln Investment otherOtherJul 13, 2016Oct 13, 2016 (92 d)
Ramon Vasquez AguirrePnc Managed Account Solutions, Inc. otherLincoln Investment otherOtherJul 1, 2016Jul 14, 2016
David Phillip StoneSagepoint Financial, Inc. otherLincoln Investment otherOtherJun 3, 2016Jun 22, 2016
Jacqueline Michelle WaterworthNationwide Securities, LLC no RAUMLincoln Investment otherOtherApr 14, 2016Apr 11, 2016
Teresa Robin LundineValic Financial Advisors, Inc. otherLincoln Investment BD affiliatedOtherApr 8, 2016Jun 10, 2020 (1524 d)
Kevin Marc SokolowSignator Investors, Inc. otherLincoln Investment otherOtherMar 15, 2016Mar 14, 2016
Michael Paul LeatzowSignator Investors, Inc. otherLincoln Investment otherOtherMar 15, 2016Mar 14, 2016
Aaron Michael CheesmanSignator Investors, Inc. otherLincoln Investment otherOtherMar 15, 2016Mar 14, 2016
Deborah Edelle JamesSignator Investors, Inc. otherLincoln Investment otherOtherMar 14, 2016Mar 14, 2016
Larry Fredrik SokolowSignator Investors, Inc. otherLincoln Investment otherOtherMar 14, 2016Mar 14, 2016
Ganita Malane YoungAmeriprise Financial Services, LLC national BDLincoln Investment otherOtherMar 11, 2016Apr 8, 2016
Mark Edward ProwellCapital Analysts otherLincoln Investment otherOtherMar 1, 2016Jul 17, 2012
Sungki Lynn LeemasterStonex Advisors Inc. otherLincoln Investment otherOtherFeb 4, 2016Feb 9, 2016
Marc Vytautas MacysSagepoint Financial, Inc. otherLincoln Investment otherOtherJan 11, 2016Jun 9, 2017 (515 d)
Robert Merrill SeamanJ.P. Morgan Securities LLC wirehouseLincoln Investment otherOtherJan 5, 2016Mar 14, 2016 (69 d)
Jess Elliot BennettBennett Financial Advisors, LLC unclassifiedLincoln Investment otherOtherDec 31, 2015Oct 4, 2010
Bonnie Jane Edelman SachsGilford Financial Corp. otherLincoln Investment BD affiliatedOtherDec 31, 2015Nov 3, 2021 (2134 d)
Gregory Charles BenderValley Forge Asset Management, LLC otherLincoln Investment otherOtherNov 18, 2015Nov 3, 2015
Barry L MossSowell Management otherLincoln Investment otherOtherNov 2, 2015Aug 11, 2015
Michael MarkiewiczPrimerica Advisors national BDLincoln Investment otherOtherSep 23, 2015Sep 22, 2015
Scott AccamandoCetera Advisor Networks LLC otherLincoln Investment otherOtherJun 10, 2015Jun 15, 2015
Matthew HarrisonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseLincoln Investment otherOtherMay 21, 2015May 21, 2015
Ricky Anthony BooneMutual Of Omaha Investor Services, Inc. no RAUMLincoln Investment otherOtherApr 14, 2015Apr 9, 2015
Ricky BlackSecurities America Advisors, Inc. otherLincoln Investment otherOtherApr 9, 2015Apr 7, 2015
Marne Luke DesantisBluestone Capital Management, LLC otherLincoln Investment independent RIAOtherMar 4, 2015Feb 21, 2024 (3276 d)
Moses FrancisUBS Financial Services Inc. wirehouseLincoln Investment otherOtherFeb 27, 2015Sep 10, 2015 (195 d)
Jeffrey A SharpJ.P. Morgan Securities LLC wirehouseLincoln Investment otherOtherFeb 25, 2015Mar 5, 2015
Danielle Erin RovnerEquitable Advisors, LLC national BDLincoln Investment otherOtherFeb 11, 2015Aug 19, 2015 (189 d)
Ian Thomas PrymakKovack Advisors, Inc. otherLincoln Investment otherOtherFeb 10, 2015Mar 17, 2016 (401 d)
Andrew C DennyNfp Advisor Services, LLC otherLincoln Investment otherOtherJan 12, 2015Jan 2, 2015
Robin Seaton GruberFsfinancial Stategies,LLC unclassifiedLincoln Investment otherOtherDec 31, 2014Dec 2, 2013
Alfredo Eric ManzanarezAmeriprise Financial Services, LLC national BDLincoln Investment otherOtherDec 2, 2014Oct 28, 2014
Julie Lynn SeifertSimply Money Advisors otherLincoln Investment otherOtherNov 24, 2014Feb 12, 2015 (80 d)
Tyler Caldwell CurtisLPL Financial LLC otherLincoln Investment otherOtherOct 27, 2014Oct 21, 2014
Christopher Lawrence ClelandMML Investors Services, LLC otherLincoln Investment otherOtherOct 15, 2014Jan 28, 2015 (105 d)
Jane E KwounCapital Analysts otherLincoln Investment otherOtherSep 29, 2014Jul 23, 2013
Peter James CrottyAllstate Financial Advisors, LLC no RAUMLincoln Investment otherOtherSep 16, 2014Sep 22, 2014
Martin AlbaneseStrategic Advisers LLC national BDLincoln Investment otherOtherSep 5, 2014Sep 9, 2014
John Michael LoperStrategic Advisers LLC national BDLincoln Investment independent RIAAffiliated broker-dealer or bank to independent RIAAug 26, 2014Aug 23, 2025 (4015 d)
Gregory Joseph WisniewNfp Advisor Services, LLC otherLincoln Investment otherOtherAug 26, 2014Sep 4, 2014
Jeffrey Thaddeus NowakEquitable Advisors, LLC national BDLincoln Investment otherOtherAug 12, 2014Aug 12, 2014
Christopher Robert HousenHousen Financial Group, Inc. otherLincoln Investment otherOtherJul 21, 2014Jun 1, 2012
Paul Jude ConfortiHousen Financial Group, Inc. otherLincoln Investment otherOtherJul 21, 2014Jun 1, 2012
Thomas Gene BartleyNfp Advisor Services, LLC otherLincoln Investment otherOtherJul 10, 2014Aug 11, 2014 (32 d)
Benjamin B WelchMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseLincoln Investment otherOtherJun 16, 2014Jun 27, 2014
Shawn Allen WearsCambridge Investment Research Advisors, Inc. otherLincoln Investment otherOtherJun 9, 2014Jun 4, 2014
Sarah Elizabeth ScattergoodEdward Jones national BDLincoln Investment otherOtherJun 4, 2014Feb 12, 2015 (253 d)
Kimberly Jo CoxInvest Financial Corporation otherLincoln Investment otherOtherMay 29, 2014Oct 24, 2014 (148 d)
Matthew James CollinsCapital Analysts otherLincoln Investment otherOtherMay 28, 2014Oct 11, 2013
Whittney D HarveyUsaa Financial Planning Services no RAUMLincoln Investment otherOtherApr 25, 2014May 15, 2014
Anne Marie SaguisagLPL Financial LLC otherLincoln Investment otherOtherApr 8, 2014Aug 25, 2014 (139 d)
Daniel D MurphyVoya Financial Advisors, Inc. otherLincoln Investment otherOtherMar 6, 2014Aug 18, 2015 (530 d)
Justin Thomas De LucaPnc Wealth Management otherLincoln Investment otherOtherMar 3, 2014Jan 29, 2016 (697 d)
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545 moves match.