This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

AVANTAX PLANNING PARTNERS, INC.

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 1989earliest registration or exam on IAPD

Years in industry

37derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

2

Exams

S63|S65

First exam

Sep 1, 1989

First registration

Aug 9, 2000

Dual registered

no

IAPD individual key

1979841

• Occurred

  Feb 1, 2024
  Advisor changed firm

  Gary Earl Augustine left Stratos Wealth Advisors Llc for Avantax Planning Partners, Inc. (registered 2024-02-07)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3b9e8515-347e-26ef-87f0-5050880c53e8

First observed

Aug 9, 2000

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.