DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Primerica Advisors
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Ysela Gutierrez Madrigal | J.P. Morgan Securities LLC wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | May 13, 2026 | Jul 10, 2026 (58 d) |
| Tyler Smith | Fisher Investments independent RIA | Primerica Advisors national BD | RIA to affiliated broker-dealer or bank | Apr 23, 2026 | Jul 21, 2026 (89 d) |
| Robert Lee Sheppard | Tlg Advisors, Inc. BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Mar 24, 2026 | May 15, 2026 (52 d) |
| Chandler Cornelius Edwards | LPL Enterprise, LLC BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Feb 27, 2026 | Aug 31, 2026 (185 d) |
| Gary Anthony Kostowski | Osaic Wealth, Inc. BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Jan 30, 2026 | Apr 8, 2026 (68 d) |
| Troy Ronald Spencer | Transamerica Financial Advisors, LLC BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Nov 10, 2025 | Jan 2, 2026 (53 d) |
| Connor Jeffrey Stein | Equitable Advisors, LLC national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Oct 8, 2025 | Nov 4, 2025 |
| Jay Lynn Jackson | The Fiduciary Alliance independent RIA | Primerica Advisors national BD | RIA to affiliated broker-dealer or bank | Sep 30, 2025 | Apr 24, 2026 (206 d) |
| Robert Michael Gerren | Bankers Life Advisory Services, Inc. BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Sep 26, 2025 | Jan 23, 2026 (119 d) |
| Cara Renee Puccio | Morgan Stanley wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Sep 15, 2025 | Feb 12, 2026 (150 d) |
| Jean-Paul Ceballo | LPL Financial LLC BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Aug 20, 2025 | Jun 29, 2026 (313 d) |
| Mark Alan Landskroner | J.P. Morgan Securities LLC wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Aug 4, 2025 | Nov 12, 2025 (100 d) |
| Christina Eleanor Depalma | LPL Enterprise, LLC BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Jul 23, 2025 | Aug 21, 2026 (394 d) |
| Nathalia Amador | Citigroup Global Markets Inc. BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | May 13, 2025 | Jan 14, 2026 (246 d) |
| Mark Anthony Parks | Cetera Investment Advisers LLC BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Mar 4, 2025 | Jul 25, 2025 (143 d) |
| Yulli Camargo | LPL Enterprise, LLC no RAUM | Primerica Advisors national BD | Other | Dec 16, 2024 | Feb 28, 2025 (74 d) |
| Tevin Gibson | Bankers Life Advisory Services, Inc. BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Nov 1, 2024 | Apr 2, 2025 (152 d) |
| Manuel Lopez | State Farm Investment Management Corp. asset manager | Primerica Advisors national BD | Other | Sep 25, 2024 | May 13, 2026 (595 d) |
| Lenin Ibarra | Allstate Financial Advisors, LLC BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Sep 5, 2024 | Aug 27, 2026 (721 d) |
| Erin Kathleen Spalding | Ameriprise Financial Services, LLC national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Aug 7, 2024 | Jun 3, 2025 (300 d) |
| Jonathan Randolph | Charles Schwab & Co., Inc. national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Jul 2, 2024 | Nov 10, 2025 (496 d) |
| Gabriel Aleia Jackson | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Jun 27, 2024 | Jan 14, 2025 (201 d) |
| Natalie Petrice Hammond | Northwestern Mutual Investment Services,LLC no RAUM | Primerica Advisors national BD | Other | Jun 7, 2024 | Jun 17, 2024 |
| Robert Lee Sheppard | Ameritas Advisory Services, LLC BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | May 15, 2024 | Jun 25, 2024 (41 d) |
| Gary Scott Green | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | May 14, 2024 | May 8, 2026 (724 d) |
| Terry Lecompte | Transamerica Financial Advisors, LLC BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | May 3, 2024 | Oct 25, 2024 (175 d) |
| Anatoliy Belkin | Morgan Stanley wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Apr 11, 2024 | May 29, 2024 (48 d) |
| Nagaraj Bhimaray Awatiger | Crown Capital Securities, L.P. BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Mar 18, 2024 | Apr 30, 2024 (43 d) |
| Jamel Evan Wright | Transamerica Financial Advisors, LLC BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Mar 14, 2024 | May 10, 2024 (57 d) |
| Frederick Mark Eldred | Edward Jones national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Jan 26, 2024 | Jun 4, 2025 (495 d) |
| Jordan J Barela | Hightower Advisors, LLC BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Jan 18, 2024 | Jan 16, 2026 (729 d) |
| Joseph Seung Paik | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Jan 2, 2024 | Mar 8, 2024 (66 d) |
| Steve Durant Pontiff | St. Bernard Financial Services, Inc. BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Dec 22, 2023 | Dec 2, 2025 (711 d) |
| Tobias John Tillemans | Tillemans Advising LLC no RAUM | Primerica Advisors national BD | Other | Dec 11, 2023 | Jul 21, 2025 (588 d) |
| Nathan Paul Daniel | Thrivent Investment Management Inc. BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Nov 20, 2023 | Dec 20, 2023 |
| David Joshua Douglas | Florida Financial Advisors, LLC BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Oct 6, 2023 | Mar 19, 2026 (895 d) |
| David Boyers | Victory Capital Management Inc. asset manager | Primerica Advisors national BD | Other | Sep 6, 2023 | Aug 22, 2025 (716 d) |
| Benjamin Paschal Thompson | Equitable Advisors, LLC national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Jun 9, 2023 | Oct 10, 2023 (123 d) |
| Jamel Oneal White | Fidelity Personal And Workplace Advisors BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Mar 15, 2023 | Sep 6, 2024 (541 d) |
| Natwian Vanderveer | First Command Advisory Services BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Feb 10, 2023 | Sep 5, 2023 (207 d) |
| Justin Wayne Martz | Cetera Advisor Networks LLC BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Jan 9, 2023 | Apr 4, 2024 (451 d) |
| Claudia Guadalupe Pineda Padilla | Avantax Advisory Services BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Dec 15, 2022 | Mar 23, 2023 (98 d) |
| Henrietta Hemingway | World Advisory Services BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Dec 12, 2022 | Jul 24, 2024 (590 d) |
| Tatyana Trapp | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Nov 8, 2022 | Nov 4, 2024 (727 d) |
| Gail Lynn Knop | Avantax Advisory Services BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Sep 7, 2022 | Dec 20, 2022 (104 d) |
| Julian Correaestrada | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Aug 17, 2022 | Aug 31, 2023 (379 d) |
| Tyler Smith | Charles Schwab & Co., Inc. national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Jul 3, 2022 | Oct 19, 2022 (108 d) |
| Rosalie Ricks Knop | Allstate Financial Advisors, LLC BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Jun 27, 2022 | Jul 6, 2022 |
| Pranay Patel | Stonex Advisors Inc. BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Jun 23, 2022 | Oct 12, 2022 (111 d) |
| Yomara Santiago | Cuso Financial Services, L.P. BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Jun 13, 2022 | Feb 7, 2023 (239 d) |
| Robert Wesley Carter | Invesco Advisers, Inc. asset manager | Primerica Advisors national BD | Other | Jun 6, 2022 | Dec 2, 2022 (179 d) |
| Matthew Dwayne Bates | Empower Advisory Group, LLC BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | May 13, 2022 | May 9, 2024 (727 d) |
| Edward Joseph Helm | World Advisory Services BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | May 6, 2022 | Jul 19, 2022 (74 d) |
| Christopher Robinson | Vanguard Advisers, Inc. BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Apr 28, 2022 | Sep 13, 2022 (138 d) |
| Elizabeth Martinez Braze | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Feb 24, 2022 | Feb 22, 2024 (728 d) |
| Ashley Renee Potts | Sage Advisory Services Ltd Co other | Primerica Advisors national BD | Other | Feb 23, 2022 | Apr 19, 2022 (55 d) |
| Toni Clark | MML Investors Services, LLC BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Feb 2, 2022 | Nov 21, 2022 (292 d) |
| Chunhua Xin | Transglobal Advisory, LLC independent RIA | Primerica Advisors national BD | RIA to affiliated broker-dealer or bank | Feb 1, 2022 | Jan 3, 2024 (701 d) |
| Tasia Sevilla | Pruco Securities, LLC BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Jan 26, 2022 | Mar 22, 2022 (55 d) |
| Stephen Stahl | United Planners' Financial Services Of America A Limited Partner independent RIA | Primerica Advisors national BD | RIA to affiliated broker-dealer or bank | Jan 25, 2022 | Dec 13, 2023 (687 d) |
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282 moves match.