DFX Intelligence
Advisor moves
Departures from Avantax Advisory ServicesWhat a move isA move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm.This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
1,143 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Kurt Lee Neilan | Avantax Advisory Services other | LPL Financial LLC other | Other | Jul 24, 2002 | Aug 15, 2002 |
| Samuel Wayne Brimer | Avantax Advisory Services other | Spc other | Other | Jul 24, 2002 | Jul 24, 2002 |
| Van Robert Harrold | Avantax Advisory Services other | Osaic Fa, Inc. other | Other | Jul 16, 2002 | May 6, 2002 |
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