DFX Intelligence

RIA Intelligence

Advisor moves

Departures from Avantax Advisory Services

1,143 moves
AdvisorFromToTypeLeftRegistered
Thomas James RoccograndiAvantax Advisory Services otherCharles Schwab & Co., Inc. national BDOtherDec 31, 2010Jan 9, 2014 (1105 d)
Kristopher Shea AbernethyAvantax Advisory Services otherOld North State Trust, LLC otherOtherDec 31, 2010Mar 30, 2015 (1550 d)
Steven Lee MuckleyAvantax Advisory Services otherRaymond James Financial Services Advisors, Inc otherOtherDec 20, 2010Dec 20, 2010
Andrew FogalAvantax Advisory Services otherEdward Jones national BDOtherDec 17, 2010Dec 21, 2016 (2196 d)
Jeanne M HelmarAvantax Advisory Services otherCambridge Investment Research Advisors, Inc. otherOtherDec 6, 2010Dec 2, 2010
Albert Everett DeanAvantax Advisory Services otherRiverchase Wealth Management, LLC independent RIAOtherNov 23, 2010May 27, 2011 (185 d)
Kenneth DerAvantax Advisory Services otherCambridge Investment Research Advisors, Inc. otherOtherNov 22, 2010Nov 19, 2010
Zhihui HuangAvantax Advisory Services otherCentaurus Financial, Inc. otherOtherNov 8, 2010Nov 7, 2012 (730 d)
Hyun C. ParkAvantax Advisory Services otherPark Wealth Management state registeredOtherNov 3, 2010Aug 9, 2010
Jeffry Stephen ColeAvantax Advisory Services otherGlobal Financial Private Capital, Inc. otherOtherOct 15, 2010Sep 26, 2013 (1077 d)
Kyle Eugene BellAvantax Advisory Services otherConcourse Financial Group Advisors otherOtherOct 13, 2010Jun 12, 2012 (608 d)
Martin Ryan DayAvantax Advisory Services otherBox Financial Advisors, LLC independent RIAOtherOct 8, 2010Jan 18, 2011 (102 d)
Sean Paul KelleherAvantax Advisory Services otherRiverchase Wealth Management, LLC independent RIAOtherOct 7, 2010May 25, 2011 (230 d)
David Robert OneillAvantax Advisory Services otherWells Fargo Advisors wirehouseOtherSep 29, 2010Sep 29, 2010
Mark Brendan SumnerAvantax Advisory Services otherAmeritas Advisory Services otherOtherSep 27, 2010Sep 27, 2010
Jason Sidney WhiteAvantax Advisory Services otherCetera Investment Advisers LLC otherOtherSep 1, 2010Jul 14, 2011 (316 d)
Veniamin MalakhAvantax Advisory Services otherCetera Investment Advisers LLC otherOtherAug 25, 2010Sep 3, 2010
Martha Marie ToledoAvantax Advisory Services otherRaymond James Financial Services Advisors, Inc otherOtherAug 16, 2010Aug 13, 2010
Nick MagoneAvantax Advisory Services otherLPL Financial LLC otherOtherAug 12, 2010Aug 12, 2010
Karey Hensley RebelloAvantax Advisory Services otherIwg Investment Advisors LLC state registeredOtherJul 27, 2010Jun 19, 2019 (3249 d)
Matthew E AmsberryAvantax Advisory Services otherAdvisers Investment Management, Inc. otherOtherJul 16, 2010Jul 29, 2010
Abdulla MirpurAvantax Advisory Services otherUnited Capital Management unclassifiedOtherJul 8, 2010Jun 30, 2010
George MunozAvantax Advisory Services otherMunoz Group state registeredOtherJul 7, 2010Dec 14, 2012 (891 d)
Brian Dale TrowbridgeAvantax Advisory Services otherNext Financial Group, Inc. otherOtherJul 6, 2010Jul 1, 2010
Marshall Deon MennengaAvantax Advisory Services otherWoodbury Financial Services, Inc. otherOtherJun 21, 2010Jun 21, 2010
Lloyd Wendell MennengaAvantax Advisory Services otherWoodbury Financial Services, Inc. otherOtherJun 21, 2010Jun 21, 2010
Tony Scott MennengaAvantax Advisory Services otherWoodbury Financial Services, Inc. otherOtherJun 21, 2010Jun 21, 2010
Kenneth G SmithAvantax Advisory Services otherTraner Smith Wealth Management, Inc. state registeredOtherJun 3, 2010Mar 11, 2010
Eric Mcgill SolveAvantax Advisory Services otherScagliotti & Associates unclassifiedOtherMay 25, 2010Sep 8, 2010 (106 d)
Thomas Arthur KarstenAvantax Advisory Services otherCommerce Wealth Advisers, LLC otherOtherMay 14, 2010May 14, 2010
Helen Barbre StephensAvantax Advisory Services otherCommerce Wealth Advisers, LLC otherOtherMay 14, 2010May 19, 2010
Jeffrey Charles PaladiniAvantax Advisory Services otherCommerce Wealth Advisers, LLC otherOtherMay 14, 2010May 19, 2010
Edward Joseph HarrisAvantax Advisory Services otherAmeriprise Financial Services, LLC national BDOtherApr 30, 2010Feb 14, 2011 (290 d)
Nathan Matthew LenzAvantax Advisory Services otherRaymond James & Associates, Inc. national BDOtherMar 29, 2010Jun 13, 2011 (441 d)
Rickie Gerald DavisonAvantax Advisory Services otherDavison Wealth Management, LLC state registeredOtherMar 15, 2010Mar 12, 2010
Peter Nathaniel MitchellAvantax Advisory Services otherArcher Investment Corporation otherOtherFeb 19, 2010Jun 24, 2010 (125 d)
Cynthia Diane FrazierAvantax Advisory Services otherPine Cone, LLC state registeredOtherFeb 17, 2010Feb 25, 2013 (1104 d)
James Richard MurphyAvantax Advisory Services otherCambridge Investment Research Advisors, Inc. otherOtherDec 31, 2009Jan 4, 2010
Robert Dewayne HurlburtAvantax Advisory Services otherHurlburt Financial state registeredOtherDec 15, 2009Aug 12, 2026 (6084 d)
Jerry Lee KirkpatrickAvantax Advisory Services otherAvantax Planning Partners, Inc. otherOtherDec 10, 2009Dec 4, 2009
Anthony Robert ParentiAvantax Advisory Services otherParenti Wealth Management state registeredOtherNov 13, 2009Jul 27, 2012 (987 d)
Guy Jude LandolfiAvantax Advisory Services otherGirard Securities, Inc. otherOtherNov 3, 2009Dec 2, 2009
Joseph Gary CruzanAvantax Advisory Services otherMorgan Stanley wirehouseOtherOct 7, 2009Sep 9, 2009
Bryan Lee ParkerAvantax Advisory Services otherMsi Financial Services, Inc. otherOtherOct 6, 2009Oct 19, 2009
John Matthew GergurichAvantax Advisory Services otherCincinnati Analysts, Inc otherOtherSep 24, 2009Sep 25, 2009
Tom Keith BarclayAvantax Advisory Services otherCambridge Investment Research Advisors, Inc. otherOtherSep 14, 2009Sep 9, 2009
Ronald D HudsonAvantax Advisory Services otherFinancial Guidance Group, LLC state registeredOtherSep 14, 2009Oct 16, 2009 (32 d)
Harold Griffin HarperAvantax Advisory Services otherHarper Financial Group state registeredOtherSep 14, 2009Oct 6, 2009
Edward Kevin MarshallAvantax Advisory Services otherCambridge Investment Research Advisors, Inc. otherOtherJun 11, 2009Jun 2, 2009
Hilary Wells PluemerAvantax Advisory Services otherProspera Financial Services, Inc. otherOtherMar 26, 2009Mar 12, 2015 (2177 d)
Keith Lindell HaskellAvantax Advisory Services otherBrookstone Investment Advisory Services otherOtherFeb 13, 2009Sep 23, 2008
Daniel Joseph BarfieldAvantax Advisory Services otherNext Financial Group, Inc. otherOtherFeb 13, 2009Feb 10, 2009
Danny Joe BarfieldAvantax Advisory Services otherNext Financial Group, Inc. otherOtherFeb 13, 2009Feb 10, 2009
Wayne Thomas LavalleeAvantax Advisory Services otherCitigroup Global Markets Inc. otherOtherFeb 13, 2009Nov 19, 2008
Scot HutchesonAvantax Advisory Services otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherFeb 13, 2009May 6, 2008
Cindy Shu-Way ShiAvantax Advisory Services otherNext Financial Group, Inc. otherOtherFeb 13, 2009Oct 9, 2008
Michelle Otts BaileyAvantax Advisory Services otherNext Financial Group, Inc. otherOtherFeb 11, 2009Feb 10, 2009
Brent Gaylon BurrAvantax Advisory Services otherWoodbury Financial Services, Inc. otherOtherDec 23, 2008Dec 23, 2008
Evit SmithAvantax Advisory Services otherWaddell & Reed otherOtherDec 23, 2008Jan 8, 2009
James S AdducciAvantax Advisory Services otherAdducci Financial Services, Ltd. unclassifiedOtherNov 25, 2008Jan 2, 2009 (38 d)
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