DFX Intelligence

RIA Intelligence

Advisor moves

Departures from Avantax Advisory Services

1,143 moves
AdvisorFromToTypeLeftRegistered
Dylan Gary AeikensAvantax Advisory Services otherFocus Financial otherOtherJul 31, 2017Aug 8, 2017
Adam Hulen CrumplerAvantax Advisory Services otherJ.P. Morgan Securities LLC wirehouseOtherJul 18, 2017Sep 6, 2017 (50 d)
Derek Dewitt RobinettAvantax Advisory Services otherCambridge Investment Research Advisors, Inc. otherOtherJun 30, 2017Jan 2, 2018 (186 d)
Jason Edward ThomasAvantax Advisory Services otherPure Financial Advisors, LLC otherOtherJun 23, 2017Jun 9, 2017
David William HuffAvantax Advisory Services otherDw Huff Advisory state registeredOtherJun 7, 2017Aug 23, 2024 (2634 d)
Steven Lane NartkerAvantax Advisory Services otherCambridge Investment Research Advisors, Inc. otherOtherMay 31, 2017May 23, 2017
Jaco JordaanAvantax Advisory Services otherSanitas Wealth Management, LLC unclassifiedOtherMay 1, 2017May 22, 2017
Arpi VardanyanAvantax Advisory Services otherJones Wealth Advisors, LLC unclassifiedOtherApr 4, 2017Aug 28, 2017 (146 d)
Quantrel Wes HedrickAvantax Advisory Services otherVanguard Advisers, Inc. BD affiliatedOtherMar 21, 2017Jun 27, 2023 (2289 d)
James Patrick RichterAvantax Advisory Services otherMonotelo Wealth Partners state registeredOtherMar 10, 2017Mar 29, 2017
Vincent Anthony ForteAvantax Advisory Services otherShawnee Investments & Planning state registeredOtherMar 6, 2017May 15, 2017 (70 d)
Jeffery PerkinsAvantax Advisory Services otherU.S. Bancorp Investments, Inc. otherOtherMar 3, 2017Feb 22, 2017
Richard Scott RawlinsAvantax Advisory Services otherCetera Investment Advisers LLC BD affiliatedOtherFeb 15, 2017Dec 15, 2020 (1399 d)
Brian ShermanAvantax Advisory Services otherCitigroup Global Markets Inc. otherOtherFeb 3, 2017Feb 2, 2017
Stephen M TrojanAvantax Advisory Services otherBarrett Wealth Connection LLC independent RIAOtherFeb 3, 2017Jan 20, 2017
Kathi Ann SpurrAvantax Advisory Services otherSpurr Financial Investment Services, LLC state registeredOtherJan 20, 2017Apr 21, 2023 (2282 d)
Robert Lawrence BohliAvantax Advisory Services otherWaddell & Reed otherOtherJan 20, 2017Jan 13, 2017
Douglas Allen DarlingAvantax Advisory Services otherOsaic Fa, Inc. otherOtherJan 20, 2017Jan 9, 2017
Marlin G. MusserAvantax Advisory Services otherOsaic Fa, Inc. otherOtherJan 20, 2017Jan 9, 2017
J Michael CloydAvantax Advisory Services other1st Global Advisors Inc otherOtherDec 31, 2016Jan 4, 2017
Matthew J DrehsAvantax Advisory Services otherLegacy Financial Group otherOtherDec 23, 2016Jan 6, 2017
Justine Donna ElieAvantax Advisory Services otherNorth Capital independent RIAOtherDec 12, 2016Nov 16, 2018 (704 d)
Jonathan David BermanAvantax Advisory Services otherIrontree Wealth Management, Inc. state registeredOtherNov 30, 2016Apr 30, 2018 (516 d)
Debra Ellen RanguetteAvantax Advisory Services otherLPL Financial LLC otherOtherNov 25, 2016Nov 14, 2016
Cole Andrew StevensAvantax Advisory Services otherBurkart & Stevens Wealth Management state registeredOtherNov 25, 2016Dec 15, 2025 (3307 d)
Scott William CarrAvantax Advisory Services otherSecurities America Advisors, Inc. otherOtherNov 18, 2016Nov 10, 2016
James BoswellAvantax Advisory Services otherLPL Financial LLC otherOtherNov 11, 2016Jan 11, 2017 (61 d)
Kevin Durrelle HaggardAvantax Advisory Services otherMML Investors Services, LLC otherOtherNov 1, 2016Jan 23, 2017 (83 d)
Enrique VillalobosAvantax Advisory Services otherEnrique Villalobos & Associates state registeredOtherOct 26, 2016Nov 3, 2025 (3295 d)
David Neftali AcostaAvantax Advisory Services otherJ.P. Morgan Securities LLC wirehouseOtherOct 14, 2016Oct 20, 2016
Richard Charles LacavaAvantax Advisory Services otherAmeriprise Financial Services, LLC national BDOtherSep 30, 2016Sep 19, 2016
Alfonso Rocco SaverinoAvantax Advisory Services otherArcher Investment Corporation otherOtherSep 29, 2016Dec 22, 2016 (84 d)
Bimal Kumar GuptaAvantax Advisory Services otherAmeriprise Financial Services, LLC national BDOtherSep 14, 2016Aug 26, 2025 (3268 d)
Patrick A KimbroughAvantax Advisory Services otherMariner Wealth Advisors otherOtherSep 12, 2016Sep 30, 2016
Bertrand RobergeAvantax Advisory Services otherFia Services, Inc. state registeredOtherAug 12, 2016Dec 18, 2025 (3415 d)
David Byron KoltsAvantax Advisory Services otherPegasus Wealth Management state registeredOtherJul 28, 2016Nov 9, 2017 (469 d)
Jamie Estes SingletonAvantax Advisory Services otherCambridge Investment Research Advisors, Inc. otherOtherJul 5, 2016Jun 23, 2016
William Gerald SadlerAvantax Advisory Services otherInvest Financial Corporation otherOtherJun 3, 2016May 26, 2016
Wesley Hamilton SadlerAvantax Advisory Services otherInvest Financial Corporation otherOtherJun 3, 2016Jun 1, 2016
Jason Matthew CaseyAvantax Advisory Services otherInvest Financial Corporation otherOtherJun 3, 2016Jun 1, 2016
Joyce Lynn YancyAvantax Advisory Services otherEdward Jones national BDOtherApr 29, 2016Apr 22, 2016
Alec Thomas SaundersAvantax Advisory Services otherLPL Financial LLC otherOtherApr 15, 2016Apr 4, 2016
Gerald Lee HouseAvantax Advisory Services otherHerrington Financial Services, Inc. independent RIAOtherApr 7, 2016Mar 26, 2018 (718 d)
Francesco BiasiAvantax Advisory Services otherMorgan Stanley wirehouseOtherMar 11, 2016Mar 2, 2016
Kelly T RennerAvantax Advisory Services otherCambridge Investment Research Advisors, Inc. otherOtherFeb 26, 2016Feb 18, 2016
Digvijay J GohilAvantax Advisory Services otherLion Street Advisors, LLC otherOtherFeb 26, 2016Mar 4, 2016
Patrick Gerard LanzaAvantax Advisory Services otherCambridge Investment Research Advisors, Inc. otherOtherFeb 26, 2016Feb 25, 2016
Richard ForscuttAvantax Advisory Services otherMoney Concepts Advisory Service otherOtherFeb 16, 2016Mar 31, 2016 (44 d)
Christo TerzidisAvantax Advisory Services otherAmeriprise Financial Services, LLC national BDOtherFeb 12, 2016Feb 3, 2016
George ZaharopoulosAvantax Advisory Services otherWells Fargo Advisors wirehouseOtherJan 27, 2016Oct 6, 2017 (618 d)
Angela Rae KunoAvantax Advisory Services otherCambridge Investment Research Advisors, Inc. otherOtherJan 20, 2016May 16, 2016 (117 d)
Benjamin Paul ZagorskiAvantax Advisory Services otherRight Investment Team LLC state registeredOtherJan 15, 2016Jan 11, 2016
Billy Joe BralyAvantax Advisory Services otherKestra Advisory Services, LLC otherOtherJan 15, 2016Apr 21, 2016 (97 d)
Kristi Ann MooreAvantax Advisory Services otherNfp Advisor Services, LLC otherOtherJan 15, 2016Jan 5, 2016
Raymond John McfaulAvantax Advisory Services otherMorgan Stanley wirehouseOtherJan 4, 2016Jan 4, 2016
Roshan AjaneeAvantax Advisory Services otherRaymond James Financial Services Advisors, Inc otherOtherJan 4, 2016Jan 19, 2016
Justin David BradfordAvantax Advisory Services otherFirst Allied Advisory Services, Inc. otherOtherJan 4, 2016Jan 5, 2016
Cameron Michael ClarkAvantax Advisory Services otherCuna Brokerage Services, Inc. otherOtherDec 31, 2015Jan 14, 2016
Michael Henry HuberAvantax Advisory Services otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherNov 13, 2015Nov 11, 2015
David Edward FruhAvantax Advisory Services otherCommonwealth Financial Network national BDOtherOct 23, 2015Feb 25, 2025 (3413 d)
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