DFX Intelligence

RIA Intelligence

Advisor moves

Departures from Avantax Advisory Services

1,143 moves
AdvisorFromToTypeLeftRegistered
James M. WesolowskiAvantax Advisory Services BD affiliatedArcher Investment Corporation independent RIAAffiliated broker-dealer or bank to independent RIAOct 19, 2018Nov 26, 2025 (2595 d)
Harry Hugh HolmesAvantax Advisory Services BD affiliatedPrimerica Advisors national BDAffiliated broker-dealer or bank to anotherOct 17, 2018Jun 29, 2021 (986 d)
Robert T. VentourAvantax Advisory Services BD affiliatedBfc Planning, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 15, 2018Oct 12, 2018
Edward Harry WarnAvantax Advisory Services BD affiliatedCetera Investment Advisers LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 28, 2018Jun 29, 2023 (1735 d)
William Fred HancockAvantax Advisory Services BD affiliatedWoodbury Financial Services, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherSep 21, 2018Oct 17, 2018
Ramona Henderson PearsonAvantax Advisory Services BD affiliatedPlanners Alliance independent RIAAffiliated broker-dealer or bank to independent RIASep 19, 2018Oct 5, 2018
David Anthony NavarroAvantax Advisory Services BD affiliatedBryn Mawr Trust Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 18, 2018Aug 29, 2018
Barry Ira HorowitzAvantax Advisory Services BD affiliatedWealth Management mixed wealthAffiliated broker-dealer or bank to independent RIASep 18, 2018Jan 1, 2026 (2662 d)
James Edward HromadkaAvantax Advisory Services BD affiliatedValic Financial Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJul 20, 2018Jul 9, 2018
Kenneth M HodgesAvantax Advisory Services BD affiliatedMariner independent RIAAffiliated broker-dealer or bank to independent RIAJul 9, 2018Jul 9, 2018
Nelson Robert MatzenAvantax Advisory Services BD affiliatedPland Financial unclassifiedOtherJul 2, 2018Oct 18, 2018 (108 d)
Robin S SpencerAvantax Advisory Services BD affiliatedLincoln Investment BD affiliatedAffiliated broker-dealer or bank to anotherJun 29, 2018Jun 19, 2018
Mark Christopher WoodsAvantax Advisory Services BD affiliatedLatitude Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 22, 2018Dec 9, 2024 (2362 d)
Reno Mark BorgognoniAvantax Advisory Services BD affiliatedArcher Investment Corporation independent RIAAffiliated broker-dealer or bank to independent RIAJun 22, 2018Jun 28, 2018
Bill Miranda CasarezAvantax Advisory Services BD affiliatedArcher Investment Corporation independent RIAAffiliated broker-dealer or bank to independent RIAJun 15, 2018Jun 5, 2018
Billie Van LithAvantax Advisory Services BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 8, 2018May 30, 2018
James Matthew SmithAvantax Advisory Services BD affiliatedSummit Financial Group Inc BD affiliatedAffiliated broker-dealer or bank to anotherJun 8, 2018May 30, 2018
Jared Wesley FordAvantax Advisory Services BD affiliatedFirst Command Advisory Services BD affiliatedAffiliated broker-dealer or bank to anotherMay 18, 2018May 8, 2018
Bobby L BurnsAvantax Advisory Services BD affiliatedCpr Investments Inc independent RIAAffiliated broker-dealer or bank to independent RIAMay 18, 2018May 9, 2018
Martin D BeardAvantax Advisory Services BD affiliatedLPL Financial LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 1, 2018Jul 5, 2018 (65 d)
Frederick Palmer MeschAvantax Advisory Services BD affiliatedCommonwealth Financial Network national BDAffiliated broker-dealer or bank to anotherMay 1, 2018Apr 30, 2018
Catherine GillAvantax Advisory Services BD affiliatedCommonwealth Financial Network national BDAffiliated broker-dealer or bank to anotherMay 1, 2018Apr 30, 2018
Brian Christopher LuscoAvantax Advisory Services BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 19, 2018May 10, 2018
Courtney James BurnAvantax Advisory Services BD affiliatedIc Advisory Services, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherApr 4, 2018Apr 2, 2018
James Herbert HundleyAvantax Advisory Services BD affiliatedIc Advisory Services, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherApr 3, 2018Apr 10, 2018
Ethan Jeremy HundleyAvantax Advisory Services BD affiliatedIc Advisory Services, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherApr 3, 2018Apr 17, 2018
Taylor HeifetzAvantax Advisory Services otherCharles Schwab & Co., Inc. national BDOtherMar 5, 2018Apr 5, 2018 (31 d)
Bret HackettAvantax Advisory Services otherLPL Financial LLC independent RIAOtherFeb 23, 2018Mar 12, 2018
Eric CookAvantax Advisory Services otherArcher Investment Corporation independent RIAOtherFeb 23, 2018Dec 22, 2025 (2859 d)
John HartnettAvantax Advisory Services otherRaymond James & Associates, Inc. national BDOtherFeb 23, 2018Jan 22, 2021 (1064 d)
William Albert FergusonAvantax Advisory Services otherJ.P. Morgan Securities LLC wirehouseOtherFeb 12, 2018Jan 25, 2021 (1078 d)
William Francis CorcoranAvantax Advisory Services otherAmeriprise Financial Services, LLC national BDOtherFeb 9, 2018Feb 8, 2018
Garrett Douglas DastrupAvantax Advisory Services otherWaterfront Financial Management LLC no RAUMOtherFeb 1, 2018Sep 1, 2017
Teresa Lynn BarieAvantax Advisory Services otherCetera Investment Advisers LLC BD affiliatedOtherJan 29, 2018Jun 29, 2023 (1977 d)
Erin Marie RohnAvantax Advisory Services otherEdward Jones national BDOtherJan 3, 2018Apr 1, 2019 (453 d)
Michael Howard SharpAvantax Advisory Services otherSharp Financial no RAUMOtherDec 31, 2017Nov 6, 2017
Paul Joseph MianulliAvantax Advisory Services otherTotal Return Capital state registeredOtherDec 31, 2017Mar 25, 2022 (1545 d)
Matthew Paul WitterAvantax Advisory Services otherSharp Financial no RAUMOtherDec 31, 2017Nov 6, 2017
Robert Brink Van CleaveAvantax Advisory Services otherTransamerica Financial Advisors, LLC otherOtherDec 20, 2017Mar 14, 2018 (84 d)
Eric AlanizAvantax Advisory Services otherMadden Asset Management otherOtherDec 20, 2017Jan 4, 2018
Pamela Ann MartinAvantax Advisory Services otherStrategiq Financial Group, LLC otherOtherDec 20, 2017Dec 12, 2017
Scott Lee OldsAvantax Advisory Services otherSpc otherOtherDec 12, 2017Dec 6, 2017
Mark Anthony NashAvantax Advisory Services otherTransamerica Financial Advisors, LLC BD affiliatedOtherDec 1, 2017Oct 11, 2019 (679 d)
William SpruillAvantax Advisory Services otherTransamerica Financial Advisors, LLC BD affiliatedOtherNov 15, 2017Aug 19, 2024 (2469 d)
Raymond Alexander ReynoldsAvantax Advisory Services otherAfs Wealth Management LLC state registeredOtherNov 15, 2017Mar 19, 2025 (2681 d)
Marcos ChaviraAvantax Advisory Services otherTaxdude Financial Advisor state registeredOtherNov 15, 2017Apr 30, 2025 (2723 d)
Amin Allauddin KotadiaAvantax Advisory Services otherArcher Investment Corporation independent RIAOtherNov 15, 2017May 9, 2019 (540 d)
Michael Anthony LizonAvantax Advisory Services otherProvident Living Advisors LLC state registeredOtherNov 14, 2017Jan 5, 2018 (52 d)
Mark Allen WakeleyAvantax Advisory Services otherKarsten Advisors otherOtherSep 22, 2017Sep 8, 2017
Michael Shane MooreAvantax Advisory Services otherRealta Investment Advisors, Inc otherOtherSep 22, 2017Oct 18, 2017
Joseph YeadonAvantax Advisory Services otherAmeriprise Financial Services, LLC national BDOtherSep 13, 2017Nov 3, 2017 (51 d)
Javier FernandezAvantax Advisory Services otherSignator Investors, Inc. otherOtherSep 8, 2017Sep 1, 2017
Jose Fernando CamposAvantax Advisory Services otherCommonwealth Financial Network national BDOtherSep 8, 2017Sep 8, 2017
Mary Kay VanderweystAvantax Advisory Services otherValic Financial Advisors, Inc. BD affiliatedOtherSep 6, 2017May 8, 2018 (244 d)
Magnum DrewAvantax Advisory Services other1st Global Advisors Inc otherOtherAug 18, 2017Aug 11, 2017
Mark G OlsenAvantax Advisory Services otherTeeple Snyder Newsome Wealth & Tax Management independent RIAOtherAug 17, 2017Aug 15, 2017
Benjamin Samuel GoldbergAvantax Advisory Services otherEnlightened Advisors Wealth Management LLC state registeredOtherAug 11, 2017Aug 2, 2017
Jamison ShiremanAvantax Advisory Services otherHornor, Townsend & Kent, LLC otherOtherAug 9, 2017Mar 29, 2018 (232 d)
James Walter SampairAvantax Advisory Services otherSecurities America Advisors, Inc. otherOtherAug 4, 2017Jul 28, 2017
David Richard BentzAvantax Advisory Services otherLPL Financial LLC otherOtherAug 4, 2017Jul 24, 2017
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