DFX Intelligence

RIA Intelligence

Advisor moves

Departures from Avantax Advisory Services

1,143 moves
AdvisorFromToTypeLeftRegistered
Darrell Dwayne ChampagneAvantax Advisory Services otherLPL Financial LLC otherOtherNov 25, 2008Dec 9, 2008
Steven Ira HeinAvantax Advisory Services otherNfp Advisor Services, LLC otherOtherNov 12, 2008Nov 14, 2007
John Daniel LandrumAvantax Advisory Services otherLegacy Wealth Advisors, Inc. state registeredOtherNov 3, 2008Oct 29, 2008
Catharine Ann DombrowskiAvantax Advisory Services otherCetera Investment Advisers LLC otherOtherJul 3, 2008Jul 1, 2010 (728 d)
Craig Thomas MooreAvantax Advisory Services otherHilltop Securities Inc. otherOtherJun 19, 2008Jun 25, 2008
Cletus W SchwegmanAvantax Advisory Services otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMay 9, 2008Apr 14, 2008
Kevin Michael BurkartAvantax Advisory Services otherTransamerica Financial Advisors, LLC otherOtherMar 19, 2008Feb 29, 2008
Robert Lawrence RiesenbeckAvantax Advisory Services otherSpc otherOtherMar 17, 2008Feb 19, 2008
Jeffrey Alan CarneyAvantax Advisory Services otherGlobal Wealth Consultants, LLC otherOtherFeb 20, 2008Jan 25, 2008
Robert Kent WelshAvantax Advisory Services otherTransamerica Financial Advisors, LLC otherOtherFeb 12, 2008Nov 3, 2017 (3552 d)
Culbert Mcsween McleanAvantax Advisory Services otherLPL Financial LLC otherOtherFeb 6, 2008Feb 11, 2008
John Lee GrissomAvantax Advisory Services otherLPL Financial LLC otherOtherJan 23, 2008Dec 20, 2007
David Charles AdamsAvantax Advisory Services otherHot Springs Asset Management, Inc. state registeredOtherJan 4, 2008Jan 7, 2008
Suryakant Thakorbhai DesaiAvantax Advisory Services otherCetera Investment Advisers LLC BD affiliatedOtherDec 31, 2007Feb 13, 2026 (6619 d)
Freddie Howard CookAvantax Advisory Services otherEdward Jones national BDOtherDec 21, 2007Dec 3, 2007
Carolyn Orser SterlingAvantax Advisory Services otherProspera Financial Services, Inc. independent RIAOtherNov 28, 2007Jul 13, 2022 (5341 d)
William Patrick HarmonAvantax Advisory Services otherValic Financial Advisors, Inc. otherOtherNov 16, 2007Nov 12, 2007
John EssigmanAvantax Advisory Services otherCetera Advisors LLC otherOtherOct 23, 2007Oct 18, 2007
Charles Alexander NopAvantax Advisory Services otherBanc Of America Investment Services, Inc. unclassifiedOtherOct 15, 2007Oct 18, 2007
Amy BairdAvantax Advisory Services otherBanc Of America Investment Services, Inc. unclassifiedOtherSep 27, 2007Oct 9, 2007
Derek Christopher BlandAvantax Advisory Services otherStrategic Wealth Management Group, LLC unclassifiedOtherSep 6, 2007Sep 27, 2007
Kristopher Shea AbernethyAvantax Advisory Services otherValic Financial Advisors, Inc. otherOtherAug 27, 2007Aug 24, 2007
Weston Alan PollockAvantax Advisory Services otherSmith Anglin Financial, LLC otherOtherAug 21, 2007Aug 17, 2007
Christopher LottAvantax Advisory Services otherSmith Anglin Financial, LLC otherOtherAug 21, 2007Aug 17, 2007
Steven Wayne AnglinAvantax Advisory Services otherSmith Anglin Financial, LLC otherOtherAug 21, 2007Aug 17, 2007
Philip Joseph FloydAvantax Advisory Services otherSmith Anglin Financial, LLC otherOtherAug 21, 2007Aug 17, 2007
Brian Cohen GreenbergAvantax Advisory Services otherHornor, Townsend & Kent, LLC otherOtherAug 20, 2007Jul 23, 2007
Herbert S KimAvantax Advisory Services otherInnovator Wealth Advisor, LLC state registeredOtherJul 23, 2007Jul 8, 2010 (1081 d)
Gerald Douglas WatsonAvantax Advisory Services otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherJul 10, 2007Jul 5, 2007
Natalie SorensenAvantax Advisory Services otherSpc otherOtherJul 2, 2007Oct 12, 2009 (833 d)
Erwin Lynn StaplesAvantax Advisory Services otherMutual Of Omaha Investor Services, Inc. no RAUMOtherJul 2, 2007Jun 29, 2009 (728 d)
Victor Joseph DimaggioAvantax Advisory Services otherCrown Financial Advisors, LLC unclassifiedOtherMay 16, 2007Feb 28, 2008 (288 d)
Debra Helen TaylorAvantax Advisory Services otherLPL Financial LLC otherOtherMar 20, 2007Mar 1, 2007
Charles Burch JrAvantax Advisory Services otherWaddell & Reed otherOtherMar 19, 2007Mar 15, 2007
Ronald Hunt PurdyAvantax Advisory Services otherNew England Securities Corporation otherOtherJan 12, 2007Mar 21, 2007 (68 d)
Gary Nicholas AntoneAvantax Advisory Services otherAntone Asset Management, Inc state registeredOtherJan 5, 2007Mar 14, 2018 (4086 d)
Kent Allen CornellAvantax Advisory Services otherMadison Avenue Securities, LLC otherOtherJan 5, 2007Nov 11, 2010 (1406 d)
John Eugene AshcroftAvantax Advisory Services otherRkl Private Wealth otherOtherJan 5, 2007Nov 28, 2006
Michael Gerard DisalvoAvantax Advisory Services otherThe Wealth Advantage Group, Inc. otherOtherNov 27, 2006Mar 29, 2011 (1583 d)
Thomas John OleyAvantax Advisory Services otherWells Fargo Investments, LLC unclassifiedOtherNov 7, 2006Oct 12, 2006
James ValleryAvantax Advisory Services otherChase Investment Services Corp. otherOtherNov 7, 2006Dec 7, 2006
Marciel John CamachoAvantax Advisory Services otherCommonwealth Financial Network national BDOtherAug 24, 2006Aug 8, 2006
Joseph Murle GreenAvantax Advisory Services otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherAug 10, 2006Aug 21, 2012 (2203 d)
Jonathan FreemanAvantax Advisory Services otherFisher Investments independent RIAOtherAug 4, 2006May 8, 2024 (6487 d)
Russell Clay LindsayAvantax Advisory Services otherSymphonic Financial Advisors LLC otherOtherJun 22, 2006Feb 14, 2006
Daniel Eugene WrightAvantax Advisory Services otherCurian Capital, LLC otherOtherMar 29, 2006Mar 28, 2006
Dennis Wells JacksonAvantax Advisory Services otherBeacon Financial Planning, LLC state registeredOtherDec 31, 2005Jan 12, 2006
Phillip Kay LymanAvantax Advisory Services otherShay Ridge Capital unclassifiedOtherDec 31, 2005Jan 1, 2006
Jack W PetersonAvantax Advisory Services otherBeacon Financial Planning, LLC state registeredOtherDec 31, 2005Jan 12, 2006
Arthur Joseph AubeAvantax Advisory Services otherCetera Investment Advisers LLC BD affiliatedOtherDec 21, 2005Mar 21, 2024 (6665 d)
Benjamin Ross MichamAvantax Advisory Services otherOsaic Wealth, Inc. otherOtherDec 21, 2005Dec 21, 2005
Brent A MarshallAvantax Advisory Services otherUsallianz Securities, Inc. unclassifiedOtherNov 9, 2005Oct 14, 2005
Donald Stanley GudhusAvantax Advisory Services otherOracle Financial Group state registeredOtherOct 12, 2005Sep 9, 2005
Jason Kyle BrangersAvantax Advisory Services otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherOct 12, 2005Jul 30, 2007 (656 d)
John Michael GillespieAvantax Advisory Services otherWealth Management Services Of Austin, LLC state registeredOtherOct 12, 2005Sep 15, 2005
Frank Edward BurkheadAvantax Advisory Services otherCetera Investment Advisers LLC otherOtherAug 24, 2005Dec 12, 2005 (110 d)
Christopher Paul BixbyAvantax Advisory Services otherCommonwealth Financial Network national BDOtherJun 1, 2005Jun 1, 2005
Bruce Robert HoslerAvantax Advisory Services otherCommonwealth Financial Network national BDOtherApr 7, 2005Jan 27, 2005
Daniel Earl CookAvantax Advisory Services otherCommonwealth Financial Network national BDOtherMar 24, 2005Mar 16, 2005
Daniel Jerome LecureAvantax Advisory Services otherDatatex Investment Services Inc independent RIAOtherMar 3, 2005Mar 12, 2020 (5488 d)
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