Advisor moves

Arrivals at Valic Financial Advisors, Inc.

1,155 moves
AdvisorFromToTypeLeftRegistered
David Trevor RixTransamerica Retirement Advisors, LLC otherValic Financial Advisors, Inc. otherOtherDec 31, 2016Apr 27, 2017 (117 d)
Steven Daniel RaabBny Mellon Securities Corporation otherValic Financial Advisors, Inc. BD affiliatedOtherDec 22, 2016Apr 9, 2018 (473 d)
Monica Van Den HuddingMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseValic Financial Advisors, Inc. otherOtherDec 21, 2016Jun 1, 2017 (162 d)
Shawnee G AndersonTransamerica Financial Advisors, LLC otherValic Financial Advisors, Inc. otherOtherDec 16, 2016Dec 22, 2016
Lucia Alicia CruzJ.P. Morgan Securities LLC wirehouseValic Financial Advisors, Inc. otherOtherDec 13, 2016Jan 17, 2017 (35 d)
Paul Harold DickmanEagle Strategies LLC otherValic Financial Advisors, Inc. otherOtherDec 8, 2016Dec 7, 2016
Matthew Allen HartInvesco Advisers, Inc. otherValic Financial Advisors, Inc. BD affiliatedOtherNov 29, 2016Nov 2, 2020 (1434 d)
Bradwell Parker SkinnerRaymond James Financial Services Advisors, Inc otherValic Financial Advisors, Inc. otherOtherNov 23, 2016Dec 2, 2016
Brent Vincent HarperEdward Jones national BDValic Financial Advisors, Inc. otherOtherNov 14, 2016Oct 24, 2017 (344 d)
Nain J PerezMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseValic Financial Advisors, Inc. otherOtherOct 24, 2016Oct 14, 2016
Ellen M RaflowskiEquitable Advisors, LLC national BDValic Financial Advisors, Inc. otherOtherOct 6, 2016Oct 3, 2016
Fiona Karen CosmannU.S. Bancorp Investments, Inc. otherValic Financial Advisors, Inc. otherOtherSep 30, 2016Oct 6, 2016
Kim Suzanne SeymourMorgan Stanley wirehouseValic Financial Advisors, Inc. otherOtherSep 19, 2016Oct 12, 2016
David John ArnsSheaff Brock Investment Advisors, LLC otherValic Financial Advisors, Inc. otherOtherSep 16, 2016Feb 14, 2017 (151 d)
Barbara Lee RayllOsaic Fa, Inc. otherValic Financial Advisors, Inc. otherOtherSep 13, 2016Nov 29, 2016 (77 d)
Walter W GriffinMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseValic Financial Advisors, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankSep 2, 2016Apr 16, 2018 (591 d)
Sheena Denise HogueMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseValic Financial Advisors, Inc. otherOtherAug 19, 2016Aug 22, 2016
Joshua BairdStifel, Nicolaus & Company, Incorporated national BDValic Financial Advisors, Inc. otherOtherAug 18, 2016Jul 27, 2016
Michael Douglas ArnerPnc Wealth Management otherValic Financial Advisors, Inc. otherOtherAug 10, 2016Jun 1, 2017 (295 d)
Charlotte A. RoperJ.P. Morgan Securities LLC wirehouseValic Financial Advisors, Inc. otherOtherAug 4, 2016Jul 27, 2016
Todd M BornholtzMorgan Stanley wirehouseValic Financial Advisors, Inc. otherOtherAug 3, 2016Oct 3, 2016 (61 d)
Michael John CoakleyHornor, Townsend & Kent, LLC otherValic Financial Advisors, Inc. otherOtherJul 14, 2016Jul 8, 2016
Daniel John NowakGrace Capital Management, LLC unclassifiedValic Financial Advisors, Inc. otherOtherJul 12, 2016Jul 11, 2016
Amy LongUsaa Financial Planning Services no RAUMValic Financial Advisors, Inc. otherOtherJul 8, 2016Aug 24, 2016 (47 d)
David William ConlinMsi Financial Services, Inc. otherValic Financial Advisors, Inc. otherOtherJul 1, 2016Aug 9, 2016 (39 d)
Raymond KeyAdvisors Asset Management, Inc. otherValic Financial Advisors, Inc. otherOtherJun 14, 2016Jun 20, 2016
Michael AsnisWaddell & Reed otherValic Financial Advisors, Inc. otherOtherJun 9, 2016Jun 16, 2016
Kevin H. GayLineweaver Wealth Advisors otherValic Financial Advisors, Inc. otherOtherMay 23, 2016May 23, 2016
Seth A JacksonPark Avenue Securities LLC otherValic Financial Advisors, Inc. BD affiliatedOtherMay 23, 2016Jan 24, 2023 (2437 d)
James Charles DuncanWoodbury Financial Services, Inc. otherValic Financial Advisors, Inc. otherOtherMay 2, 2016Aug 6, 2015
Rogelio GardunoUsaa Financial Planning Services no RAUMValic Financial Advisors, Inc. otherOtherApr 6, 2016Aug 18, 2016 (134 d)
Norman C MerletOneamerica Securities, Inc. otherValic Financial Advisors, Inc. otherOtherApr 6, 2016Apr 7, 2016
Stephen Tallmadge KernahanWaddell & Reed otherValic Financial Advisors, Inc. otherOtherApr 5, 2016Apr 4, 2016
Stephen Kenneth ReevesMML Investors Services, LLC otherValic Financial Advisors, Inc. otherOtherApr 5, 2016Jun 6, 2016 (62 d)
Xavier GranjaCharles Schwab & Co., Inc. national BDValic Financial Advisors, Inc. otherOtherApr 4, 2016Apr 25, 2016
Kathleen DoucetPruco Securities, LLC otherValic Financial Advisors, Inc. otherOtherApr 1, 2016Mar 19, 2018 (717 d)
Michael John SmithHsbc Securities (USA) Inc. otherValic Financial Advisors, Inc. otherOtherMar 28, 2016Apr 14, 2016
Daniel Patrick SchumannSagepoint Financial, Inc. otherValic Financial Advisors, Inc. otherOtherMar 23, 2016Dec 17, 2015
Elke De La CruzJ.P. Morgan Securities LLC wirehouseValic Financial Advisors, Inc. otherOtherMar 23, 2016Mar 14, 2016
Erik Owen JensenForta Financial Group, Inc. otherValic Financial Advisors, Inc. otherOtherMar 14, 2016Mar 15, 2016
Scott RatajczakAmeriprise Financial Services, LLC national BDValic Financial Advisors, Inc. otherOtherMar 11, 2016Jun 28, 2016 (109 d)
Cari LamontagneStrategic Advisers LLC national BDValic Financial Advisors, Inc. otherOtherJan 29, 2016Feb 15, 2016
Kevin Matthew LandenSt Matthews Capital Management unclassifiedValic Financial Advisors, Inc. otherOtherJan 21, 2016Dec 21, 2015
Kevin Brooks KugleySearchlight Investments, LLC unclassifiedValic Financial Advisors, Inc. otherOtherJan 5, 2016Aug 24, 2015
Daniel A. WardMsi Financial Services, Inc. otherValic Financial Advisors, Inc. otherOtherJan 4, 2016Jun 22, 2017 (535 d)
Ami ShahCetera Investment Management LLC otherValic Financial Advisors, Inc. otherOtherDec 31, 2015Dec 21, 2016 (356 d)
Peter AbbateMML Investors Services, LLC otherValic Financial Advisors, Inc. otherOtherDec 31, 2015Apr 28, 2016 (119 d)
John Henry RoethleLPL Financial LLC otherValic Financial Advisors, Inc. otherOtherDec 23, 2015Dec 23, 2015
Garfield Anthony DavidsonMsi Financial Services, Inc. otherValic Financial Advisors, Inc. otherOtherDec 22, 2015Dec 21, 2015
James Guy FergusonEdward Jones national BDValic Financial Advisors, Inc. otherOtherDec 22, 2015Dec 18, 2015
Carolyn Lee SharpPnc Wealth Management otherValic Financial Advisors, Inc. otherOtherDec 17, 2015Mar 29, 2016 (103 d)
Bryan Eugene DonaughCreative Financial Designs, Inc. otherValic Financial Advisors, Inc. otherOtherDec 16, 2015Jan 11, 2016
Nicholas Steven ShaneBarclays Capital Inc. otherValic Financial Advisors, Inc. otherOtherDec 15, 2015Dec 16, 2015
Susan Therese PowersLPL Financial LLC otherValic Financial Advisors, Inc. otherOtherDec 3, 2015Feb 10, 2016 (69 d)
Carlos E MoisaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseValic Financial Advisors, Inc. otherOtherNov 24, 2015Jan 7, 2016 (44 d)
Derek LoudenbackMogul Wealth Management, Inc. state registeredValic Financial Advisors, Inc. BD affiliatedOtherNov 10, 2015Feb 17, 2021 (1926 d)
Richard Todd EvansCharles Schwab & Co., Inc. national BDValic Financial Advisors, Inc. otherOtherNov 6, 2015Jan 5, 2016 (60 d)
Terance Raymond HellandEdward Jones national BDValic Financial Advisors, Inc. otherOtherOct 15, 2015Mar 18, 2016 (155 d)
Ellen Glenn HoneycuttBb&T Investment Services, Inc. no RAUMValic Financial Advisors, Inc. otherOtherOct 15, 2015Dec 18, 2015 (64 d)
Joshua John Daniel PennerJ.P. Morgan Securities LLC wirehouseValic Financial Advisors, Inc. otherOtherOct 7, 2015Jul 20, 2016 (287 d)
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