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
Tricia Renee MomyerAmeritas Advisory Services otherPnc Wealth Management otherOtherJan 8, 2013Feb 5, 2013
Thomas Wayne YoungAmeritas Advisory Services otherMadison Avenue Securities, LLC otherOtherDec 31, 2012Jan 4, 2013
Cheryl Lynn HeilmanAmeritas Advisory Services otherBankers Life Advisory Services, Inc. BD affiliatedOtherDec 31, 2012Jun 21, 2019 (2363 d)
Mark Edward HendersonAmeritas Advisory Services otherEsi Financial Advisors otherOtherDec 21, 2012Aug 8, 2014 (595 d)
Eduardo Hernandez VelaAmeritas Advisory Services otherNorthwestern Mutual Investment Services,LLC otherOtherDec 18, 2012Sep 10, 2014 (631 d)
Tamara Toshia UribeAmeritas Advisory Services otherWaddell & Reed otherOtherDec 7, 2012Nov 30, 2012
John Russell MartinAmeritas Advisory Services otherCambridge Investment Research Advisors, Inc. otherOtherDec 6, 2012Nov 10, 2014 (704 d)
Dale Bruce CostelloAmeritas Advisory Services otherFirstmerit Advisors, Inc. unclassifiedOtherDec 5, 2012Nov 15, 2012
Barbour Scott BussellsAmeritas Advisory Services otherRaymond James Financial Services Advisors, Inc otherOtherDec 5, 2012May 22, 2013 (168 d)
Matthew DefeliceAmeritas Advisory Services otherKestra Advisory Services, LLC otherOtherDec 4, 2012Apr 26, 2016 (1239 d)
Roger Gordon AbelAmeritas Advisory Services otherCambridge Investment Research Advisors, Inc. otherOtherOct 19, 2012Oct 1, 2012
Dirk Matthew DixonAmeritas Advisory Services otherLPL Financial LLC otherOtherSep 11, 2012Sep 5, 2012
Erik Martin LarsenAmeritas Advisory Services otherCetera Investment Advisers LLC otherOtherSep 11, 2012Jan 21, 2014 (497 d)
Christopher BeachAmeritas Advisory Services otherChase Investment Services Corp. otherOtherAug 27, 2012Aug 17, 2012
Steven Michael TempleAmeritas Advisory Services otherSws Advisors, Inc. state registeredOtherJul 24, 2012Aug 7, 2012
Erin Nicole ZylkaAmeritas Advisory Services otherStrategic Investment Advisors, LLC otherOtherJun 26, 2012Jun 14, 2012
Yu Zhang KriskoAmeritas Advisory Services otherMorgan Stanley wirehouseOtherJun 12, 2012Jun 5, 2012
Robert Michael McallisterAmeritas Advisory Services otherRaymond James Financial Services Advisors, Inc otherOtherJun 4, 2012May 28, 2015 (1088 d)
Ronald Earl WoelkAmeritas Advisory Services otherTwo West Capital Advisors LLC otherOtherMay 31, 2012May 23, 2012
William Benjamin HardiggAmeritas Advisory Services otherCerity Partners Ocio LLC otherOtherMay 29, 2012Jun 29, 2012 (31 d)
Robert Vance BurnetteAmeritas Advisory Services otherSws Advisors, Inc. state registeredOtherMay 25, 2012May 31, 2012
Robert David RossAmeritas Advisory Services otherVoya Financial Advisors, Inc. otherOtherMay 24, 2012May 31, 2012
Dusharme L. ThomasAmeritas Advisory Services otherCambridge Investment Research Advisors, Inc. otherOtherApr 27, 2012Jul 23, 2012 (87 d)
Wenjinn James ChangAmeritas Advisory Services otherIndependent Financial Group, LLC otherOtherApr 19, 2012Apr 10, 2012
Audrey Lynn MinesAmeritas Advisory Services otherSmith Hayes Advisers Inc otherOtherMar 1, 2012Mar 12, 2012
Dewi H HartonoAmeritas Advisory Services otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherDec 23, 2011Dec 5, 2011
William F WagnerAmeritas Advisory Services otherFirst Coast Investment Advisory unclassifiedOtherNov 30, 2011Jan 2, 2013 (399 d)
Jodee Felice DeutschAmeritas Advisory Services otherWoodbury Financial Services, Inc. otherOtherNov 25, 2011Jan 22, 2014 (789 d)
Michael Walburn LassiterAmeritas Advisory Services otherRegal Investment Advisors LLC otherOtherSep 30, 2011Sep 14, 2011
Mark Brendan SumnerAmeritas Advisory Services otherSecurities America Advisors, Inc. otherOtherSep 14, 2011Sep 14, 2011
Matthew A BurklundAmeritas Advisory Services otherBrookstone Capital Management LLC otherOtherSep 8, 2011Aug 27, 2013 (719 d)
Bradley Gene BrodersenAmeritas Advisory Services otherCetera Investment Services LLC otherOtherAug 1, 2011Aug 8, 2011
Mark Arthur SterleyAmeritas Advisory Services otherHornor, Townsend & Kent, LLC otherOtherJul 27, 2011Jul 22, 2011
Mark TillmanAmeritas Advisory Services otherCetera Investment Services LLC otherOtherJul 26, 2011Jul 28, 2011
Nicholas Robert BeardenAmeritas Advisory Services otherEdward Jones national BDOtherJul 12, 2011Jul 13, 2011
Jonathan Dunn CracraftAmeritas Advisory Services otherMML Investors Services, LLC otherOtherJul 12, 2011Mar 6, 2013 (603 d)
Michelle Ruth DrewryAmeritas Advisory Services otherKms Financial Services, Inc otherOtherJun 30, 2011Jun 1, 2011
Erika JamesAmeritas Advisory Services otherOsaic Wealth, Inc. otherOtherMay 19, 2011May 6, 2011
Mindy Suzanne HelfrichAmeritas Advisory Services otherPrincipal Securities, Inc. otherOtherMay 2, 2011May 16, 2011
Daniel Wayne KutzkeyAmeritas Advisory Services otherNorthwestern Mutual Investment Services,LLC otherOtherApr 28, 2011Jun 1, 2011 (34 d)
Jeremy Douglas BrothersAmeritas Advisory Services otherRaymond James & Associates, Inc. national BDOtherApr 18, 2011May 6, 2011
Virendra Singh TavathiaAmeritas Advisory Services otherHornor, Townsend & Kent, LLC otherOtherApr 5, 2011Feb 7, 2013 (674 d)
Christopher Paul BlackAmeritas Advisory Services otherPnc Wealth Management otherOtherApr 5, 2011Feb 12, 2013 (679 d)
David Lee HunkeAmeritas Advisory Services otherSagepoint Financial, Inc. otherOtherMar 25, 2011Mar 18, 2011
Ronald Allen KramerAmeritas Advisory Services otherSummit Financial Group Inc otherOtherMar 7, 2011Feb 11, 2011
Richard Charles MorrisAmeritas Advisory Services otherSagepoint Financial, Inc. otherOtherFeb 3, 2011Feb 4, 2011
Robert Thomas FrankAmeritas Advisory Services otherSagepoint Financial, Inc. otherOtherFeb 3, 2011Feb 4, 2011
Barbara Weber VincentAmeritas Advisory Services otherAvantax Advisory Services otherOtherDec 31, 2010Jul 21, 2011 (202 d)
Steven Matthew RaymondAmeritas Advisory Services otherLPL Financial LLC otherOtherDec 20, 2010Dec 13, 2010
John Scott WoodinAmeritas Advisory Services otherEquitable Advisors, LLC national BDOtherDec 20, 2010Dec 13, 2010
Kevin K HeinrichAmeritas Advisory Services otherSpc otherOtherNov 23, 2010May 22, 2012 (546 d)
Milton Dario CastellanosAmeritas Advisory Services otherMillennium Investment And Retirement Advisors, LLC otherOtherSep 17, 2010Dec 9, 2010 (83 d)
Arthur John BernaducciAmeritas Advisory Services otherUSA Financial Securities LLC otherOtherJul 23, 2010Jul 2, 2010
Dennis Eugene KagelAmeritas Advisory Services otherMoney Dr.LLC unclassifiedOtherJul 15, 2010Sep 28, 2010 (75 d)
Rodney Tracey FlanneryAmeritas Advisory Services otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherJul 12, 2010Jul 6, 2010
James Michael DerosaAmeritas Advisory Services otherAllstate Financial Advisors, LLC BD affiliatedOtherJul 12, 2010Mar 23, 2023 (4637 d)
Arthur Lawrence DinkinAmeritas Advisory Services otherInvestment Advisors Corp otherOtherJun 24, 2010Jun 16, 2010
Troy J BennettAmeritas Advisory Services otherIndependent Financial Group, LLC independent RIAOtherJun 16, 2010Feb 4, 2020 (3520 d)
Carson Kevin BennettAmeritas Advisory Services otherChristy Capital Management, Inc. independent RIAOtherJun 15, 2010Jul 12, 2010
William Gerard TuckerAmeritas Advisory Services otherWorld Advisory Services otherOtherMay 27, 2010May 3, 2010
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471 moves match.