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
Richard Scott MaholchicTlg Advisors, Inc. otherLincoln Investment otherOtherFeb 11, 2014Feb 11, 2014
Roxane Kay MillerFifth Third Securities, Inc. otherLincoln Investment otherOtherJan 17, 2014Jan 27, 2014
James Michael EicholzerLegend Advisory, LLC otherLincoln Investment BD affiliatedOtherJan 8, 2014Mar 25, 2021 (2633 d)
Matthew MachoVoya Retirement Advisors, LLC otherLincoln Investment otherOtherDec 31, 2013Oct 13, 2015 (651 d)
Andrew Paul CooperAmeriprise Financial Services, LLC national BDLincoln Investment otherOtherDec 12, 2013May 15, 2014 (154 d)
Peter R FranzSecurities America Advisors, Inc. otherLincoln Investment otherOtherAug 21, 2013Aug 1, 2013
Joseph Michael JohnstonMorgan Stanley wirehouseLincoln Investment otherOtherAug 7, 2013Sep 11, 2014 (400 d)
Scottie B RingerValic Financial Advisors, Inc. otherLincoln Investment otherOtherJul 3, 2013Sep 23, 2013 (82 d)
Brendan MoleskiValley Forge Asset Management, LLC otherLincoln Investment otherOtherJun 21, 2013Jul 11, 2013
Thomas Joseph RileyLegend Advisory, LLC otherLincoln Investment otherOtherJun 7, 2013Jun 7, 2013
Elvis MedicaAssetmark, Inc. otherLincoln Investment otherOtherJun 7, 2013Aug 5, 2013 (59 d)
Janet M ReddingLegend Advisory, LLC otherLincoln Investment otherOtherJun 7, 2013Jun 7, 2013
Christopher Scott GardnerStrategic Advisers LLC national BDLincoln Investment otherOtherMay 29, 2013Jun 25, 2013
Timothy Jon NarvaWalnut Street Securities, Inc. otherLincoln Investment otherOtherMay 17, 2013May 30, 2013
Cole Smithers KoenigerHornor, Townsend & Kent, LLC otherLincoln Investment otherOtherMay 15, 2013May 23, 2013
David Mark DefazioLegend Advisory, LLC otherLincoln Investment otherOtherMay 13, 2013May 10, 2013
Roger Craig MillerLegend Advisory, LLC otherLincoln Investment otherOtherApr 29, 2013Jul 19, 2017 (1542 d)
James Mark CurryConsolidated Financial otherLincoln Investment otherOtherApr 22, 2013Apr 5, 2011
Jose Luis MadrigalSignator Investors, Inc. otherLincoln Investment otherOtherFeb 1, 2013Feb 28, 2013
Robert Raymond RestinoLegend Advisory, LLC otherLincoln Investment otherOtherJan 2, 2013Feb 28, 2013 (57 d)
Joseph Michael NelsonQuestar Asset Management, Inc. otherLincoln Investment otherOtherDec 20, 2012Jan 30, 2013 (41 d)
Steve Durant PontiffMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseLincoln Investment otherOtherDec 20, 2012Aug 28, 2013 (251 d)
James Ray CrattyMatador Holdings, LLC unclassifiedLincoln Investment otherOtherDec 18, 2012Jan 25, 2016 (1133 d)
David Leon ShellyRaymond James Financial Services Advisors, Inc otherLincoln Investment otherOtherDec 17, 2012Jan 10, 2013
Ralph Philip LebkuecherSecurian Financial Services, Inc. otherLincoln Investment otherOtherDec 6, 2012Jan 28, 2013 (53 d)
Denise LacauseEdward Jones national BDLincoln Investment otherOtherDec 6, 2012Jan 3, 2014 (393 d)
Chad DevoreMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseLincoln Investment otherOtherNov 29, 2012Apr 10, 2013 (132 d)
Mark RonsiniLucia Capital Group otherLincoln Investment otherOtherNov 19, 2012Jan 22, 2013 (64 d)
Glen Alan CoralCbiz Retirement Plan Advisory Services otherLincoln Investment otherOtherNov 5, 2012Jul 22, 2015 (989 d)
Joshua Adam SmithNationwide Securities, LLC no RAUMLincoln Investment otherOtherSep 17, 2012Sep 10, 2014 (723 d)
Keith Joseph GlushekSecurities America Advisors, Inc. otherLincoln Investment otherOtherAug 3, 2012Sep 28, 2012 (56 d)
John Roland St MarieLegend Advisory, LLC otherLincoln Investment otherOtherApr 30, 2012May 2, 2012
Robert Francis RanoLegend Advisory, LLC otherLincoln Investment otherOtherApr 30, 2012May 1, 2012
Robert Paul DecaroLegend Advisory, LLC otherLincoln Investment otherOtherApr 30, 2012May 2, 2012
Sara Elizabeth McgrathLegend Advisory, LLC otherLincoln Investment otherOtherApr 30, 2012May 1, 2012
Thomas Joseph LakatosAmeriprise Financial Services, LLC national BDLincoln Investment otherOtherMar 6, 2012Jan 7, 2014 (672 d)
Paul ShortierInvestors Capital Advisory otherLincoln Investment otherOtherFeb 22, 2012Jul 31, 2013 (525 d)
Michael Thomas StineJanney Montgomery Scott LLC otherLincoln Investment otherOtherFeb 1, 2012Feb 1, 2012
Donald Andrew DuntleyMorgan Stanley wirehouseLincoln Investment otherOtherJan 27, 2012Jan 20, 2012
Timothy Joseph BandiLPL Financial LLC otherLincoln Investment otherOtherJan 12, 2012Jan 17, 2012
Joyce Ellen AlsburyValic Financial Advisors, Inc. otherLincoln Investment otherOtherJan 5, 2012Jan 3, 2012
Edward Henry O'DonoghueCommonwealth Financial Network national BDLincoln Investment otherOtherDec 16, 2011Apr 20, 2012 (126 d)
Deborah Anna HintenRaymond James Financial Services Advisors, Inc otherLincoln Investment otherOtherOct 31, 2011Nov 1, 2011
Douglas Ray NelsonValic Financial Advisors, Inc. otherLincoln Investment otherOtherOct 27, 2011Oct 14, 2011
Jonelle Caroline MceachernMsi Financial Services, Inc. otherLincoln Investment otherOtherSep 12, 2011Aug 23, 2011
Kelly Ann Cullen GentlesComprehensive Capital Management, Inc. otherLincoln Investment otherOtherAug 23, 2011Jan 3, 2014 (864 d)
Susan Ann ReidSecurities America Advisors, Inc. otherLincoln Investment otherOtherAug 16, 2011Aug 25, 2011
Margherita Marie JohnsonVoya Financial Advisors, Inc. otherLincoln Investment otherOtherJul 13, 2011Jul 12, 2011
Michael Joseph MasilunasGoldman Sachs Wealth Services, L.P. otherLincoln Investment otherOtherMar 16, 2011Apr 1, 2011
Stanton Verdon GreenCuna Brokerage Services, Inc. otherLincoln Investment otherOtherMar 2, 2011Mar 15, 2011
Michael Todd ToscanoPnc Wealth Management otherLincoln Investment independent RIAOtherFeb 25, 2011Mar 23, 2026 (5505 d)
Brian Deen LahueRaymond James Financial Services Advisors, Inc otherLincoln Investment otherOtherFeb 22, 2011Mar 10, 2011
Timothy John WindosEquitable Advisors, LLC national BDLincoln Investment otherOtherJan 11, 2011Jan 6, 2011
John Anderson LarsonLarson Financial Planning, LLC unclassifiedLincoln Investment otherOtherDec 31, 2010May 19, 2011 (139 d)
William Paul WeberRaymond James Financial Services Advisors, Inc otherLincoln Investment otherOtherDec 13, 2010Apr 6, 2011 (114 d)
Scott Christopher BernstielInvesco Advisers, Inc. otherLincoln Investment independent RIAOtherDec 6, 2010Dec 13, 2023 (4755 d)
Ryan Walter CarlinSei Investments Management Corp otherLincoln Investment otherOtherDec 3, 2010Mar 11, 2014 (1194 d)
Ernest Brad HatleyVoya Financial Advisors, Inc. otherLincoln Investment otherOtherNov 30, 2010Mar 10, 2011 (100 d)
Arthur Henry SauerhaftAmeriprise Financial Services, LLC national BDLincoln Investment otherOtherSep 28, 2010Oct 6, 2010
Ronald Douglas SalaMeeder Asset Management, Inc. otherLincoln Investment otherOtherJun 15, 2010Jun 15, 2010
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545 moves match.