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
Brendan E DunuwilaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseLincoln Investment otherOtherMar 9, 2010Apr 14, 2011 (401 d)
Laura K LeuterMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseLincoln Investment otherOtherFeb 4, 2010Feb 16, 2010
Eric Ernst HughesNational Planning Corporation ("Npc Of America" In Fl & Ny) otherLincoln Investment otherOtherJan 19, 2010Oct 10, 2011 (629 d)
Robert Scott WandsEquitable Advisors, LLC national BDLincoln Investment otherOtherJan 14, 2010May 11, 2010 (117 d)
Matthew Jay ThorneEquitable Advisors, LLC national BDLincoln Investment otherOtherJan 8, 2010Jan 3, 2012 (725 d)
Benyamin N LevyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseLincoln Investment otherOtherNov 3, 2009Apr 7, 2011 (520 d)
Dean Charles Di MaggioTsa Management Inc otherLincoln Investment BD affiliatedOtherOct 19, 2009Mar 25, 2021 (4175 d)
Mckenzie Jane FrankelMorgan Stanley wirehouseLincoln Investment otherOtherAug 11, 2009Aug 19, 2009
Steve Kent ShelgrenShelgren Financial Group, Inc. unclassifiedLincoln Investment otherOtherJul 29, 2009Jan 2, 2009
James William Van HollebekeShelgren Financial Group, Inc. unclassifiedLincoln Investment otherOtherJul 29, 2009Jan 2, 2009
Byron Kum Wah LeongShelgren Financial Group, Inc. unclassifiedLincoln Investment otherOtherJul 29, 2009Jan 2, 2009
Mathew William RoperShelgren Financial Group, Inc. unclassifiedLincoln Investment otherOtherJul 29, 2009Jan 2, 2009
Kelly Anne LarkinShelgren Financial Group, Inc. unclassifiedLincoln Investment otherOtherJul 29, 2009Jan 2, 2009
Gregory Michael NelsonShelgren Financial Group, Inc. unclassifiedLincoln Investment otherOtherJul 29, 2009Jan 2, 2009
Aaron James MarbergShelgren Financial Group, Inc. unclassifiedLincoln Investment otherOtherJul 29, 2009Jan 2, 2009
Alfredo Eric ManzanarezShelgren Financial Group, Inc. unclassifiedLincoln Investment otherOtherJul 29, 2009Jan 2, 2009
Bennie Wanda HargroveFsc Securities Corporation otherLincoln Investment otherOtherJul 7, 2009Jul 1, 2009
Michael Paul CapriottiTower Square Securities, Inc. otherLincoln Investment otherOtherJul 2, 2009Jul 1, 2009
Eric Jose MedinaValic Financial Advisors, Inc. otherLincoln Investment otherOtherApr 20, 2009Aug 17, 2010 (484 d)
Peter Francis PabonOsaic Fa, Inc. otherLincoln Investment otherOtherMar 30, 2009Mar 27, 2009
Alani Leonardo SewellAmeriprise Financial Services, LLC national BDLincoln Investment otherOtherMar 26, 2009Apr 7, 2011 (742 d)
James Gilbreath ChandlerValic Financial Advisors, Inc. otherLincoln Investment otherOtherMar 4, 2009May 31, 2012 (1184 d)
Matthew DanskerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseLincoln Investment otherOtherFeb 12, 2009Jan 15, 2015 (2163 d)
Jeffrey Navarra TomanengU.S. Financial Advisors otherLincoln Investment otherOtherJan 5, 2009Jan 6, 2009
Ryan Phillip MooreValic Financial Advisors, Inc. otherLincoln Investment otherOtherAug 12, 2008Aug 12, 2008
Lawrence SolomayerEquitable Advisors, LLC national BDLincoln Investment otherOtherMay 20, 2008Oct 8, 2008 (141 d)
Gordon Burke WardMsi Financial Services, Inc. otherLincoln Investment otherOtherMar 17, 2008Mar 14, 2008
Lori Seely CampbellLegend Advisory, LLC otherLincoln Investment otherOtherJan 28, 2008Jan 29, 2008
Joan Marie GlennLegend Advisory, LLC otherLincoln Investment otherOtherJan 28, 2008Jan 29, 2008
Christopher RiversWaddell & Reed otherLincoln Investment independent RIAOtherDec 4, 2007Feb 10, 2025 (6278 d)
Darhyl Russell PulleyMsi Financial Services, Inc. otherLincoln Investment otherOtherOct 11, 2007Nov 8, 2007
Christopher Edward MurthaGlobal Portfolio Strategies, Inc. otherLincoln Investment otherOtherSep 7, 2007Sep 27, 2007
James Michael NewmanEdward Jones national BDLincoln Investment otherOtherMay 15, 2007Feb 12, 2008 (273 d)
Yvette Cummings HeatlyUBS Financial Services Inc. wirehouseLincoln Investment otherOtherApr 4, 2007May 26, 2009 (783 d)
Gregory James TaglientiAmeriprise Financial Services, LLC national BDLincoln Investment otherOtherMar 14, 2007Apr 10, 2007
Shawn Mitchell GrimmChase Investment Services Corp. otherLincoln Investment BD affiliatedOtherFeb 16, 2007Mar 25, 2021 (5151 d)
Gary Bruce BerdoffValley Forge Asset Management, LLC otherLincoln Investment otherOtherJan 17, 2007Jan 4, 2010 (1083 d)
Carl Lavern HartNavigo, LLC unclassifiedLincoln Investment otherOtherNov 9, 2006May 20, 2008 (558 d)
Aaron Matthew GagnierValic Financial Advisors, Inc. otherLincoln Investment otherOtherAug 10, 2006Aug 2, 2016 (3645 d)
Scott Browning CoombesGreat American Advisors, Inc. otherLincoln Investment otherOtherJun 15, 2006Jun 15, 2006
Kenneth Wayne GutshallGreat American Advisors, Inc. otherLincoln Investment otherOtherJun 12, 2006Jun 12, 2006
Richard Allen GutshallGreat American Advisors, Inc. otherLincoln Investment otherOtherJun 12, 2006Jun 12, 2006
Ryan Charles RedfernGreat American Advisors, Inc. otherLincoln Investment otherOtherJun 12, 2006Jun 12, 2006
Paul D BishopAmeriprise Financial Services, LLC national BDLincoln Investment otherOtherDec 21, 2005Feb 23, 2006 (64 d)
Christopher JacksonMetlife Investment Fund Services LLC unclassifiedLincoln Investment otherOtherDec 8, 2005Jan 4, 2006
Michael Gallagher CollinsCitizens Securities, Inc. otherLincoln Investment otherOtherDec 7, 2005Apr 4, 2011 (1944 d)
Charles Henry KochCambridge Investment Research Advisors, Inc. otherLincoln Investment otherOtherNov 3, 2005Oct 20, 2005
Elliott HarrisPlanmember Securities Corporation otherLincoln Investment otherOtherSep 28, 2005Sep 27, 2005
Tracy David GillettePlanmember Securities Corporation otherLincoln Investment otherOtherSep 26, 2005Oct 4, 2005
Bret Douglas SmithPlanmember Securities Corporation otherLincoln Investment otherOtherSep 26, 2005Oct 4, 2005
Jay Edward BadeauxPlanmember Securities Corporation otherLincoln Investment otherOtherSep 26, 2005Sep 27, 2005
Charles Joseph LewandowskiPlanmember Securities Corporation otherLincoln Investment otherOtherSep 26, 2005Oct 4, 2005
Shane Michael RobinsonPlanmember Securities Corporation otherLincoln Investment otherOtherSep 26, 2005Sep 27, 2005
Michael Allen FisherWaddell & Reed otherLincoln Investment otherOtherApr 22, 2005Apr 21, 2011 (2190 d)
Allen Thomas LayaPmg Asset Management Inc unclassifiedLincoln Investment otherOtherJan 31, 2005Feb 1, 2005
Gregory Paul HowardHoward Financial Planners Inc. unclassifiedLincoln Investment otherOtherDec 31, 2004May 7, 2004
Kenneth Alan SimonLbg Financial Advisors, Inc. unclassifiedLincoln Investment otherOtherDec 31, 2004Sep 11, 2006 (619 d)
Michael Jerome HowardHoward Financial Planners Inc. unclassifiedLincoln Investment otherOtherDec 31, 2004May 7, 2004
John FairclothMerrill Lynch Investment Managers LP unclassifiedLincoln Investment otherOtherNov 23, 2004Sep 29, 2009 (1771 d)
Cynthia Lyn PeriniRaymond James Financial Services, Inc. unclassifiedLincoln Investment otherOtherJun 29, 2004Jun 23, 2006 (724 d)
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545 moves match.