DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from Ameritas Advisory Services

A 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.

AdvisorFromToTypeLeftRegistered
Jirayr Rouben KembikianAmeritas Advisory Services otherCitrine Capital independent RIAOtherJan 27, 2016Jan 4, 2016
Scott Chapman HannaAmeritas Advisory Services otherCetera Advisor Networks LLC otherOtherJan 12, 2016Aug 22, 2017 (588 d)
Sherrill M. KullanderAmeritas Advisory Services otherRaymond James & Associates, Inc. national BDOtherJan 8, 2016Jan 12, 2016
Andrew James Van ErpAmeritas Advisory Services otherCambridge Investment Research Advisors, Inc. otherOtherDec 31, 2015Jul 25, 2016 (207 d)
Charles Anthony SaengerAmeritas Advisory Services otherL.M. Kohn & Company otherOtherDec 31, 2015Dec 22, 2015
Lindsay June SchellpeperAmeritas Advisory Services otherCetera Advisors LLC otherOtherDec 31, 2015Jul 8, 2016 (190 d)
Robert Edwin FergusonAmeritas Advisory Services otherL.M. Kohn & Company otherOtherDec 31, 2015Dec 22, 2015
Lawrence E WallAmeritas Advisory Services otherCambridge Investment Research Advisors, Inc. otherOtherDec 28, 2015Dec 7, 2015
Fred William SchellpeperAmeritas Advisory Services otherWealthplan Partners otherOtherDec 18, 2015Nov 23, 2015
Philip Nathaniel OlsonAmeritas Advisory Services otherSolstice Wealth state registeredOtherDec 15, 2015Dec 2, 2015
Tyler Charles PhelpsAmeritas Advisory Services otherPrincipal Securities, Inc. otherOtherDec 10, 2015Jan 7, 2016
Mikayla Coreen HowickAmeritas Advisory Services otherThrivent Investment Management Inc. otherOtherDec 8, 2015Dec 22, 2015
Raymond Scott LoudenAmeritas Advisory Services otherMML Investors Services, LLC otherOtherDec 1, 2015Sep 13, 2016 (287 d)
Walter Lake GeorgeAmeritas Advisory Services otherBrookstone Wealth Advisors, LLC otherOtherNov 6, 2015Oct 29, 2015
Natalie Ruth BerningAmeritas Advisory Services otherRaymond James Financial Services Advisors, Inc otherOtherAug 31, 2015Oct 5, 2015 (35 d)
Ryan James DraperAmeritas Advisory Services otherSecurities America Advisors, Inc. otherOtherAug 17, 2015Aug 27, 2015
Jimmy Dale GreeneAmeritas Advisory Services otherEstate And Business Planning Group, Pa unclassifiedOtherAug 13, 2015Jun 18, 2010
Gregory SamuelsAmeritas Advisory Services otherSagepoint Financial, Inc. otherOtherJul 23, 2015Jul 2, 2015
Kathleen Sue DennisAmeritas Advisory Services otherSii Investments, Inc. otherOtherJul 16, 2015Jun 18, 2015
Jason Ryan ReppAmeritas Advisory Services otherCambridge Investment Research Advisors, Inc. otherOtherJul 2, 2015Jul 1, 2015
Georgia Lee HusseyAmeritas Advisory Services otherRosenbaum Financial no RAUMOtherJun 18, 2015Feb 3, 2015
Jeffrey Paul HodgesAmeritas Advisory Services otherJanuary Capital Advisors LLC independent RIAOtherMay 29, 2015Jan 1, 2026 (3870 d)
Troy Edward WoodsAmeritas Advisory Services otherOrion Portfolio Solutions, LLC otherOtherMay 26, 2015Jun 4, 2015
John Stanley HardingAmeritas Advisory Services otherSecure Investment Management, LLC otherOtherMay 19, 2015Jun 11, 2015
Sean Patrick SwansonAmeritas Advisory Services otherEagle Strategies LLC otherOtherMay 19, 2015Sep 3, 2015 (107 d)
Thomas Anthony BalistreriAmeritas Advisory Services otherPrincipal Securities, Inc. otherOtherMay 6, 2015May 11, 2015
Joel Craig FishmanAmeritas Advisory Services otherRosenbaum Financial no RAUMOtherMay 5, 2015Feb 3, 2015
Franklin Jeffrey McelroyAmeritas Advisory Services otherKestra Advisory Services, LLC otherOtherApr 17, 2015Jun 14, 2016 (424 d)
Bart Jonathan BryantAmeritas Advisory Services otherKestra Advisory Services, LLC otherOtherMar 31, 2015Apr 19, 2016 (385 d)
Jeanne Marie ComerAmeritas Advisory Services otherPnc Wealth Management otherOtherMar 30, 2015Mar 31, 2015
Elaine Thompson-PerezAmeritas Advisory Services otherTransamerica Financial Advisors, LLC otherOtherFeb 27, 2015Mar 18, 2015
David Michael NelsonAmeritas Advisory Services otherValmark Advisers, Inc. otherOtherJan 8, 2015Mar 2, 2015 (53 d)
Gary Anthony GulloAmeritas Advisory Services otherMid Atlantic Financial Management, Inc. otherOtherDec 31, 2014Jan 2, 2015
Harinne Lee KimAmeritas Advisory Services otherCreativeone Securities, LLC otherOtherDec 31, 2014Oct 14, 2016 (653 d)
Mike WorthingtonAmeritas Advisory Services otherJ.P. Morgan Securities LLC wirehouseOtherDec 23, 2014Dec 22, 2014
Marilyn Leslie MilneAmeritas Advisory Services otherUsaa Financial Planning Services no RAUMOtherDec 19, 2014Jan 21, 2015 (33 d)
Tony Scott KeenaAmeritas Advisory Services otherEstate And Business Planning Group, Pa unclassifiedOtherDec 3, 2014Apr 9, 2007
Robert Victor DonovanAmeritas Advisory Services otherAlphastar Capital Management independent RIAOtherOct 27, 2014Aug 13, 2018 (1386 d)
James Gayle OppenlanderAmeritas Advisory Services otherEsi Financial Advisors otherOtherSep 29, 2014Sep 18, 2014
Jaime Guillermo QuirosAmeritas Advisory Services otherFbb Capital Partners otherOtherAug 14, 2014Sep 10, 2014
Kimberly Nicole EllisAmeritas Advisory Services otherFisher Investments otherOtherJul 15, 2014Jul 23, 2014
Ingrid Linda RoosildAmeritas Advisory Services otherMid Atlantic Financial Management, Inc. otherOtherJun 27, 2014May 30, 2014
Jennifer L JohnsonAmeritas Advisory Services otherSmith Hayes Advisers Inc otherOtherJun 23, 2014Jun 27, 2014
Gregory Russell BremerAmeritas Advisory Services otherPrincipal Securities, Inc. otherOtherJun 3, 2014Jun 11, 2014
Ryan Sterling ColeAmeritas Advisory Services otherCitrine Capital independent RIAOtherJun 3, 2014Jan 14, 2026 (4243 d)
Eric Lee LeibowitzAmeritas Advisory Services otherCambridge Investment Research Advisors, Inc. otherOtherJun 2, 2014May 15, 2014
Norman Debuys BrownAmeritas Advisory Services otherKovack Advisors, Inc. otherOtherApr 23, 2014Apr 17, 2014
Michael Gerald MurphyAmeritas Advisory Services otherSecurities America Advisors, Inc. otherOtherFeb 26, 2014Feb 26, 2014
Jim D. DuncanAmeritas Advisory Services otherSignator Investors, Inc. otherOtherJan 3, 2014Jun 17, 2014 (165 d)
Justin Mark KittleAmeritas Advisory Services otherPlains Asset Management, LLC unclassifiedOtherDec 23, 2013Apr 28, 2014 (126 d)
Brianna ErnzenAmeritas Advisory Services otherVoya Financial Advisors, Inc. otherOtherNov 25, 2013Jan 8, 2014 (44 d)
Amy Lynn HammockAmeritas Advisory Services otherMorgan Stanley wirehouseOtherNov 21, 2013Jan 14, 2014 (54 d)
Gregg A HewsAmeritas Advisory Services otherOneamerica Securities, Inc. otherOtherSep 16, 2013Nov 30, 2016 (1171 d)
William O'Neal HocuttAmeritas Advisory Services otherBridgeworth Wealth Management otherOtherAug 23, 2013Aug 26, 2013
Sara Jane AndresAmeritas Advisory Services otherCapital One Advisors, LLC no RAUMOtherJul 31, 2013Sep 5, 2013 (36 d)
Ashley Spencer MurphyAmeritas Advisory Services otherArete Wealth Strategists independent RIAOtherJun 17, 2013Jul 6, 2023 (3671 d)
Michael Shawn RankinAmeritas Advisory Services otherOsaic Fa, Inc. otherOtherJun 6, 2013May 17, 2013
Terrence Edward MaryniwAmeritas Advisory Services otherFinancial Telesis, Inc. otherOtherApr 25, 2013Apr 4, 2013
Lawrence Craig LaneAmeritas Advisory Services otherL Squared Wealth Management state registeredOtherApr 15, 2013Mar 7, 2014 (326 d)
Gabriel Paul JanusaAmeritas Advisory Services otherHorter Investment Management, LLC otherOtherMar 22, 2013Mar 25, 2013
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471 moves match.