Advisor moves

Arrivals at Usaa Financial Planning Services

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
Kevin Shadrick MckemieVoya Investment Management Co. LLC otherUsaa Financial Planning Services no RAUMOtherNov 3, 2009Dec 22, 2009 (49 d)
Michael Shane WootenNew England Securities Corporation otherUsaa Financial Planning Services no RAUMOtherNov 3, 2009Aug 8, 2011 (643 d)
Richard Anthony SchegaWells Fargo Advisors wirehouseUsaa Financial Planning Services no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Oct 26, 2009Nov 16, 2009
Daniel FuentesRiverstone Wealth Management otherUsaa Financial Planning Services no RAUMOtherOct 20, 2009Nov 30, 2009 (41 d)
Eric Neal GatesRaymond James Financial Services Advisors, Inc otherUsaa Financial Planning Services no RAUMOtherOct 15, 2009Jan 25, 2010 (102 d)
Scott Michael HansenEquitable Advisors, LLC national BDUsaa Financial Planning Services no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 12, 2009Dec 15, 2009 (64 d)
Sue F CheungMorgan Stanley wirehouseUsaa Financial Planning Services no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Oct 8, 2009Dec 10, 2009 (63 d)
An Nguyen WetterMML Investors Services, LLC otherUsaa Financial Planning Services no RAUMOtherOct 1, 2009Oct 11, 2010 (375 d)
Brian K BohnenFifth Third Securities, Inc. otherUsaa Financial Planning Services no RAUMOtherSep 25, 2009Dec 21, 2009 (87 d)
Christopher BarlowWells Fargo Advisors wirehouseUsaa Financial Planning Services no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Sep 22, 2009Jul 27, 2012 (1039 d)
Edward William KramerAbacus Planning Group, Inc. otherUsaa Financial Planning Services no RAUMOtherSep 11, 2009Oct 9, 2009
Christopher Allen EsserAdvice And Planning Services otherUsaa Financial Planning Services no RAUMOtherAug 28, 2009Apr 13, 2010 (228 d)
Jesse Alan WilsonT. Rowe Price Advisory Services, Inc. no RAUMUsaa Financial Planning Services no RAUMOtherAug 26, 2009Sep 11, 2009
Douglas Price HimelT. Rowe Price Advisory Services, Inc. no RAUMUsaa Financial Planning Services no RAUMOtherAug 11, 2009Oct 15, 2010 (430 d)
Kenneth Wade LutzEquitable Advisors, LLC national BDUsaa Financial Planning Services no RAUMAffiliated broker-dealer or bank to a newly registered adviserAug 6, 2009Mar 25, 2010 (231 d)
John Henry MitchellAdvice And Planning Services otherUsaa Financial Planning Services no RAUMOtherJul 24, 2009Sep 15, 2009 (53 d)
Timothy ParkerChase Investment Services Corp. otherUsaa Financial Planning Services no RAUMOtherJul 23, 2009Jan 19, 2010 (180 d)
Amelia Leigh ThomasNew England Securities Corporation otherUsaa Financial Planning Services no RAUMOtherJul 9, 2009Feb 2, 2010 (208 d)
Timothy Arthur KiesowRaymond James Financial Services Advisors, Inc otherUsaa Financial Planning Services no RAUMOtherJul 1, 2009Oct 9, 2009 (100 d)
William Asher LaneVsr Advisory Services otherUsaa Financial Planning Services no RAUMOtherJun 19, 2009Jul 10, 2009
Darcy Jane JonesHamilton Capital otherUsaa Financial Planning Services no RAUMOtherJun 2, 2009Aug 12, 2009 (71 d)
Charles David KonopaskiChase Investment Services Corp. otherUsaa Financial Planning Services no RAUMOtherMay 29, 2009Mar 29, 2010 (304 d)
Todd Christopher WnukAdvice And Planning Services otherUsaa Financial Planning Services no RAUMOtherMay 22, 2009Aug 9, 2010 (444 d)
Maximilian E NeumayerMorgan Stanley & Co. LLC unclassifiedUsaa Financial Planning Services no RAUMOtherMay 13, 2009Jul 16, 2009 (64 d)
Eileen M CampbellUBS Financial Services Inc. wirehouseUsaa Financial Planning Services no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)May 13, 2009Jan 4, 2010 (236 d)
Sathesh JanakiUBS Financial Services Inc. wirehouseUsaa Financial Planning Services no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)May 13, 2009Dec 17, 2009 (218 d)
Stephanie Clements JonesMorgan Keegan & Company, LLC otherUsaa Financial Planning Services no RAUMOtherMay 1, 2009Nov 21, 2009 (204 d)
Kelly Kiyoshiro ArakakiMassachusetts Mutual Life Insurance Company otherUsaa Financial Planning Services no RAUMOtherApr 28, 2009Apr 27, 2010 (364 d)
Jean Flanagan PrinaSignator Financial Services, Inc. otherUsaa Financial Planning Services no RAUMOtherApr 16, 2009May 11, 2010 (390 d)
Christopher J NixonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseUsaa Financial Planning Services no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Mar 30, 2009Apr 24, 2009
John Michael DiehlBanc Of America Investment Services, Inc. unclassifiedUsaa Financial Planning Services no RAUMOtherMar 26, 2009Feb 16, 2010 (327 d)
Sven LianeAdvice And Planning Services otherUsaa Financial Planning Services no RAUMOtherMar 25, 2009Apr 14, 2009
William Courtney LeffallBanc Of America Investment Services, Inc. unclassifiedUsaa Financial Planning Services no RAUMOtherMar 18, 2009Jun 10, 2009 (84 d)
Benjamin Christopher BlakelockValic Financial Advisors, Inc. otherUsaa Financial Planning Services no RAUMOtherMar 18, 2009Dec 4, 2009 (261 d)
Patrick Thomas GrohTd Ameritrade Investment Management, LLC otherUsaa Financial Planning Services no RAUMOtherMar 16, 2009Aug 29, 2011 (896 d)
Heath Edward WhetselCharles Schwab & Co., Inc. national BDUsaa Financial Planning Services no RAUMAffiliated broker-dealer or bank to a newly registered adviserMar 10, 2009Mar 16, 2009
Eric Joseph VoegeliStrategic Advisers LLC national BDUsaa Financial Planning Services no RAUMAffiliated broker-dealer or bank to a newly registered adviserFeb 20, 2009Mar 6, 2010 (379 d)
Tameka Macherrie SmartMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseUsaa Financial Planning Services no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Feb 13, 2009Feb 23, 2016 (2566 d)
Chadi MajedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseUsaa Financial Planning Services no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Feb 11, 2009May 8, 2009 (86 d)
Wayne A. WattsChase Investment Services Corp. otherUsaa Financial Planning Services no RAUMOtherFeb 4, 2009Aug 25, 2010 (567 d)
Scott Edward HalliwellCharles Schwab & Co., Inc. national BDUsaa Financial Planning Services no RAUMAffiliated broker-dealer or bank to a newly registered adviserJan 29, 2009Feb 19, 2009
Cheryl Louise WilsonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseUsaa Financial Planning Services no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jan 27, 2009Mar 9, 2009 (41 d)
David Jeffrey ChapmanDjc Financial Services, LLC unclassifiedUsaa Financial Planning Services no RAUMOtherDec 31, 2008Feb 27, 2009 (58 d)
Ryan Scott ElkinsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseUsaa Financial Planning Services no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Dec 22, 2008Mar 4, 2009 (72 d)
Adam Fouad ZedanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseUsaa Financial Planning Services no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Dec 22, 2008Mar 12, 2009 (80 d)
Kirk ReimerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseUsaa Financial Planning Services no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Dec 22, 2008Apr 9, 2009 (108 d)
David WangEdward Jones national BDUsaa Financial Planning Services no RAUMAffiliated broker-dealer or bank to a newly registered adviserDec 4, 2008Jan 26, 2009 (53 d)
Mark Randall ShoultzMorgan Stanley & Co. LLC unclassifiedUsaa Financial Planning Services no RAUMOtherDec 3, 2008Apr 5, 2013 (1584 d)
James Craig BuckleyT. Rowe Price Advisory Services, Inc. no RAUMUsaa Financial Planning Services no RAUMOtherNov 10, 2008Apr 28, 2016 (2726 d)
Ransom Howard AdamsAllworth Financial, L.P. otherUsaa Financial Planning Services no RAUMOtherNov 4, 2008Feb 2, 2009 (90 d)
Teresa Valencia SchlaflyAdvice And Planning Services otherUsaa Financial Planning Services no RAUMOtherOct 23, 2008May 20, 2010 (574 d)
Thomas Edward CostelloAmeriprise Financial Services, LLC national BDUsaa Financial Planning Services no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 21, 2008Mar 9, 2010 (504 d)
Bryce Howard LanhamCitigroup Global Markets Inc. otherUsaa Financial Planning Services no RAUMOtherSep 11, 2008Nov 26, 2008 (76 d)
Gregory Benjamin StreitmanWells Fargo Advisors wirehouseUsaa Financial Planning Services no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jul 24, 2008May 10, 2010 (655 d)
John L CoeuilleWaddell & Reed otherUsaa Financial Planning Services no RAUMOtherJun 10, 2008Jul 31, 2008 (51 d)
Tucker Max SmithHillspring Financial, Inc. independent RIAUsaa Financial Planning Services no RAUMRIA to a newly registered adviserJun 2, 2008Aug 13, 2008 (72 d)
Joseph Patrick TimmermanThrivent Investment Management Inc. otherUsaa Financial Planning Services no RAUMOtherMay 21, 2008Apr 15, 2010 (694 d)
Stacy A JohnsonUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherMay 8, 2008May 12, 2008
Andrew David GrayBell Wealth Management Inc. otherUsaa Financial Planning Services no RAUMOtherMar 26, 2008Jun 20, 2008 (86 d)
Ruth Lorraine ForehandFac Wealth Management, LLC unclassifiedUsaa Financial Planning Services no RAUMOtherFeb 25, 2008Apr 7, 2008 (42 d)
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589 moves match.