Advisor moves

Departures from Avantax Advisory Services

1,143 moves
AdvisorFromToTypeLeftRegistered
Anthony G SchmidtAvantax Advisory Services otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMar 3, 2005Jan 11, 2005
Thomas George MalkochAvantax Advisory Services otherVoya Financial Advisors, Inc. otherOtherFeb 23, 2005Feb 8, 2005
Todd Austin SmithAvantax Advisory Services otherEplanning Advisors Inc unclassifiedOtherJan 26, 2005Jan 6, 2005
Joseph SolomonAvantax Advisory Services otherSecurities America Advisors, Inc. otherOtherJan 11, 2005Dec 10, 2004
Charles Paul WeldeAvantax Advisory Services otherProsperity Capital Advisors otherOtherJan 11, 2005Jan 19, 2012 (2564 d)
Thomas SchornAvantax Advisory Services otherFirst Allied Securities, Inc. otherOtherJan 11, 2005Jan 11, 2005
Melvyn Leroy VarrelmanAvantax Advisory Services otherSecurities America Advisors, Inc. otherOtherDec 16, 2004Dec 3, 2004
Michael Vincent AddessiAvantax Advisory Services otherCommonwealth Financial Network national BDOtherDec 16, 2004Aug 18, 2004
James Darrell BowenAvantax Advisory Services otherMutual Service Corporation unclassifiedOtherDec 16, 2004Apr 1, 2005 (106 d)
Clarence BarneyAvantax Advisory Services otherSecurities America Advisors, Inc. otherOtherDec 13, 2004Nov 29, 2004
Lillian Marie MeyersAvantax Advisory Services otherCommonwealth Financial Network national BDOtherDec 13, 2004Aug 18, 2004
Christine Jane McleanAvantax Advisory Services otherCommonwealth Financial Network national BDOtherDec 13, 2004Aug 18, 2004
Douglass William ListAvantax Advisory Services otherAfton Advisors, LLC unclassifiedOtherDec 13, 2004Sep 8, 2005 (269 d)
Michael Arthur CrouchAvantax Advisory Services otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherDec 13, 2004Jan 20, 2005 (38 d)
Lloyd Vincent NaesAvantax Advisory Services otherNew England Securities Corporation otherOtherSep 22, 2004Sep 23, 2004
William Patrick McdonaldAvantax Advisory Services otherRetirement Planning Solutions, LLC state registeredOtherAug 27, 2004Jul 28, 2004
Michael Leonard HicksAvantax Advisory Services otherInvest Financial Corporation otherOtherJul 28, 2004May 21, 2004
Paul Edward FritchAvantax Advisory Services otherBrookstreet Securities Corporation unclassifiedOtherJul 14, 2004May 3, 2007 (1023 d)
John Frederick DesimoneAvantax Advisory Services otherCastleguard Wealth Management, Ltd unclassifiedOtherApr 26, 2004Apr 2, 2004
Henry Frank HacheAvantax Advisory Services otherAi Financial, Inc. state registeredOtherApr 19, 2004Jul 21, 2004 (93 d)
John William StovallAvantax Advisory Services otherSecurities America Advisors, Inc. otherOtherMar 30, 2004Mar 24, 2004
John On-Kwok LauAvantax Advisory Services otherLPL Financial LLC otherOtherMar 30, 2004Mar 1, 2004
Barbara Weber VincentAvantax Advisory Services otherCarillon Investments, Inc. unclassifiedOtherMar 30, 2004Jun 14, 2004 (76 d)
Robert Wilson MorrisAvantax Advisory Services otherRwm Asset Management, LLC state registeredOtherMar 24, 2004Mar 24, 2004
Gary Thomas HessAvantax Advisory Services otherSecurities America Advisors, Inc. otherOtherMar 8, 2004Mar 12, 2004
Susan Lee KendallAvantax Advisory Services otherCommonwealth Financial Network national BDOtherMar 1, 2004Oct 31, 2003
Elizabeth Mae WinstedtAvantax Advisory Services otherCetera Investment Advisers LLC otherOtherMar 1, 2004Mar 3, 2010 (2193 d)
Richard Charles LacavaAvantax Advisory Services otherCommonwealth Financial Network national BDOtherFeb 18, 2004Nov 12, 2003
Paul E DillmanAvantax Advisory Services otherMutual Service Corporation unclassifiedOtherFeb 18, 2004Jan 22, 2009 (1800 d)
Dennis Scott JacksonAvantax Advisory Services otherBeacon Financial Planning, LLC state registeredOtherJan 8, 2004Feb 20, 2007 (1139 d)
Gregory Leon ShoresAvantax Advisory Services otherInvest Financial Corporation otherOtherDec 10, 2003Oct 15, 2003
Steven Mark ClottAvantax Advisory Services otherDedicated Investment Advisers LLC state registeredOtherNov 13, 2003Oct 24, 2003
Stephen BienAvantax Advisory Services otherCliftonlarsonallen Wealth Advisors, LLC otherOtherNov 11, 2003Aug 9, 2010 (2463 d)
Randy Allen RislerAvantax Advisory Services otherCliftonlarsonallen Wealth Advisors, LLC otherOtherNov 11, 2003Jan 18, 2005 (434 d)
Ron MastrangeloAvantax Advisory Services otherCommonwealth Financial Network national BDOtherOct 2, 2003Sep 17, 2003
Charles Steve HenryAvantax Advisory Services otherCsh Investment Management state registeredOtherOct 2, 2003Oct 20, 2003
Joshua Wayne RandolphAvantax Advisory Services otherArvest Wealth Management otherOtherOct 2, 2003Oct 3, 2003
Brian Keith DennisAvantax Advisory Services otherEsi Financial Advisors otherOtherSep 22, 2003Oct 30, 2003 (38 d)
Tom Toshiyuki TeraokaAvantax Advisory Services other1st Global Advisors Inc otherOtherSep 22, 2003May 4, 2005 (590 d)
Christopher Joseph PerryAvantax Advisory Services otherEdward Jones national BDOtherSep 16, 2003Jan 3, 2007 (1205 d)
Chris Michael ChristensenAvantax Advisory Services otherAmerican General Securities Incorporated unclassifiedOtherSep 11, 2003Sep 9, 2003
Jason Marc AltmanAvantax Advisory Services otherEastern Point Advisors Inc. unclassifiedOtherJul 14, 2003Jun 23, 2003
Kenneth Wayne PattonAvantax Advisory Services otherEquitable Advisors, LLC national BDOtherJun 11, 2003Jun 26, 2003
Ken ZhangAvantax Advisory Services otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMay 30, 2003Feb 23, 2016 (4652 d)
Brett Warren BuonadonnaAvantax Advisory Services otherComprehensive Programs, Inc. otherOtherApr 14, 2003Feb 24, 2003
Gregory Scott BonzelaarAvantax Advisory Services otherGunnallen Financial, Inc unclassifiedOtherMar 31, 2003Feb 14, 2005 (686 d)
Gordon Leroy CannolesAvantax Advisory Services otherCannoles Asset Management, Inc. state registeredOtherFeb 27, 2003Aug 14, 2002
Anthony Joseph CaltabilotaAvantax Advisory Services otherNew Century Financial Group, LLC otherOtherJan 28, 2003Feb 12, 2003
Brenda Jean JanikowskiAvantax Advisory Services otherWealth Advisors Network, Inc. otherOtherJan 28, 2003Aug 6, 2004 (556 d)
Daniel Dean RossAvantax Advisory Services other1st Global Advisors Inc otherOtherJan 28, 2003Jul 20, 2007 (1634 d)
Chad Michael HemphillAvantax Advisory Services otherOsaic Fa, Inc. otherOtherJan 2, 2003Jan 9, 2003
Gary Michael GainspolettiAvantax Advisory Services otherLPL Financial LLC otherOtherDec 20, 2002Oct 31, 2002
Cathy Guiying MuAvantax Advisory Services otherMML Investors Services, LLC BD affiliatedOtherDec 20, 2002Sep 16, 2020 (6480 d)
Wayne W HowellAvantax Advisory Services otherOsaic Fa, Inc. otherOtherDec 20, 2002Jan 26, 2004 (402 d)
Richard John CallahanAvantax Advisory Services otherPark Avenue Securities LLC otherOtherDec 9, 2002Jan 3, 2005 (756 d)
Kristen Marie WilsonAvantax Advisory Services otherPark Avenue Securities LLC otherOtherDec 4, 2002Oct 20, 2006 (1416 d)
Nicholas Ralph CampAvantax Advisory Services otherFirst Advisors National, LLC otherOtherNov 7, 2002Apr 7, 2014 (4169 d)
David A HamiltonAvantax Advisory Services otherConcourse Financial Group Advisors otherOtherNov 7, 2002Feb 2, 2006 (1183 d)
James M CollAvantax Advisory Services otherAmeriprise Financial Services, LLC national BDOtherOct 25, 2002Dec 2, 2016 (5152 d)
Timothy Lyle JohnsonAvantax Advisory Services otherCetera Investment Advisers LLC otherOtherOct 10, 2002Oct 11, 2002
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