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 Bankers Life Advisory Services, Inc.
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Stephen Wayne Beckmann | Bankers Life Advisory Services, Inc. BD affiliated | Integrity Alliance, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 14, 2026 | Sep 15, 2026 |
| Hudson Park | Bankers Life Advisory Services, Inc. BD affiliated | UBS Financial Services Inc. wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 14, 2026 | Aug 14, 2026 |
| Joshua William Sievers | Bankers Life Advisory Services, Inc. BD affiliated | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 11, 2026 | Sep 11, 2026 (31 d) |
| Danielle Lee Halliday | Bankers Life Advisory Services, Inc. BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Jul 2, 2026 | Jul 13, 2026 |
| Dalton L Smith | Bankers Life Advisory Services, Inc. BD affiliated | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 18, 2026 | Jun 22, 2026 |
| Nathan Michael Hudson | Bankers Life Advisory Services, Inc. BD affiliated | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 29, 2026 | Jun 2, 2026 |
| Kenneth Joaquin Alutin | Bankers Life Advisory Services, Inc. BD affiliated | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 22, 2026 | May 28, 2026 |
| Sean Irvin | Bankers Life Advisory Services, Inc. BD affiliated | Simplicity Wealth mixed wealth | Affiliated broker-dealer or bank to independent RIA | May 13, 2026 | Aug 27, 2026 (106 d) |
| Jason Lawrence Fowler | Bankers Life Advisory Services, Inc. BD affiliated | Foundations Investment Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 6, 2026 | May 21, 2026 |
| Christopher Hartman | Bankers Life Advisory Services, Inc. BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | May 5, 2026 | May 14, 2026 |
| Jeremy Dillingham | Bankers Life Advisory Services, Inc. BD affiliated | Success Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 1, 2026 | May 11, 2026 |
| Tyisha Marie Wolfe | Bankers Life Advisory Services, Inc. BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 14, 2026 | Apr 10, 2026 |
| Kristopher Alan Heig | Bankers Life Advisory Services, Inc. BD affiliated | Iams Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 8, 2026 | Apr 22, 2026 |
| Josiah J Wines | Bankers Life Advisory Services, Inc. BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Apr 8, 2026 | Jun 8, 2026 (61 d) |
| Evan Mitchell | Bankers Life Advisory Services, Inc. BD affiliated | Stirlingshire Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 31, 2026 | Mar 25, 2026 |
| Brittany White | Bankers Life Advisory Services, Inc. BD affiliated | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 27, 2026 | Jul 9, 2026 (104 d) |
| Thomas Ralph Pitts | Bankers Life Advisory Services, Inc. BD affiliated | Simplicity Wealth mixed wealth | Affiliated broker-dealer or bank to independent RIA | Mar 17, 2026 | Mar 24, 2026 |
| Benjamin Eggleston | Bankers Life Advisory Services, Inc. BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 6, 2026 | Apr 28, 2026 (53 d) |
| Anthony M Fisher | Bankers Life Advisory Services, Inc. BD affiliated | Thrivent Investment Management Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 24, 2026 | May 27, 2026 (92 d) |
| Jonathan Lee Whitver | Bankers Life Advisory Services, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 21, 2026 | Jan 22, 2026 |
| Jordan David Wright | Bankers Life Advisory Services, Inc. BD affiliated | Gradient Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 7, 2026 | Jan 30, 2026 |
| Alec Luna | Bankers Life Advisory Services, Inc. BD affiliated | Principal Advised Services BD affiliated | Affiliated broker-dealer or bank to another | Dec 26, 2025 | Jan 23, 2026 |
| Patrick Ryne Mckinley | Bankers Life Advisory Services, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 8, 2025 | Dec 9, 2025 |
| Jeremy Goscenski | Bankers Life Advisory Services, Inc. BD affiliated | Northwestern Mutual Investment Services,LLC no RAUM | Other | Nov 19, 2025 | Feb 2, 2026 (75 d) |
| Justin Burch Jones | Bankers Life Advisory Services, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 28, 2025 | Oct 22, 2025 |
| Jonathan Scott Winkler | Bankers Life Advisory Services, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 28, 2025 | Oct 22, 2025 |
| Devin Daniel Rohner | Bankers Life Advisory Services, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 27, 2025 | Oct 22, 2025 |
| Jessica Leila Smith | Bankers Life Advisory Services, Inc. BD affiliated | Integrated Wealth Concepts LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 27, 2025 | Oct 31, 2025 |
| Andrew J Pearlman | Bankers Life Advisory Services, Inc. BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 13, 2025 | Dec 11, 2025 (59 d) |
| Luke Francis Brignola | Bankers Life Advisory Services, Inc. BD affiliated | Northwestern Mutual Investment Services,LLC no RAUM | Other | Oct 8, 2025 | Dec 24, 2025 (77 d) |
| Jacob Wells | Bankers Life Advisory Services, Inc. BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 8, 2025 | Oct 1, 2025 |
| John Jeremy Cyprich | Bankers Life Advisory Services, Inc. BD affiliated | Integrity Alliance, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 6, 2025 | Oct 21, 2025 |
| Robert Michael Gerren | Bankers Life Advisory Services, Inc. BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Sep 26, 2025 | Jan 23, 2026 (119 d) |
| Michael Lionel Mendes | Bankers Life Advisory Services, Inc. BD affiliated | Integrity Alliance, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 3, 2025 | Sep 9, 2025 |
| Maegan Francis | Bankers Life Advisory Services, Inc. BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 3, 2025 | Aug 21, 2025 |
| Sean Son Nhu Phan | Bankers Life Advisory Services, Inc. BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 18, 2025 | Sep 16, 2025 |
| Michael Andrew Seidler | Bankers Life Advisory Services, Inc. BD affiliated | Gradient Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 14, 2025 | Oct 2, 2025 (49 d) |
| Sean M Mcmanus | Bankers Life Advisory Services, Inc. BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 18, 2025 | Jul 25, 2025 |
| William James Keech | Bankers Life Advisory Services, Inc. BD affiliated | Prevail Innovative Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 17, 2025 | Jul 9, 2025 |
| Brayden Ryley Carey | Bankers Life Advisory Services, Inc. BD affiliated | Voya Investment Management Co. LLC asset manager | Other | Jun 11, 2025 | Jun 3, 2025 |
| Steven Frederick Dipaola | Bankers Life Advisory Services, Inc. BD affiliated | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 9, 2025 | May 29, 2025 |
| Devin Crandall | Bankers Life Advisory Services, Inc. BD affiliated | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Jun 6, 2025 | Oct 27, 2025 (143 d) |
| Joseph Gerald Bataille | Bankers Life Advisory Services, Inc. BD affiliated | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 3, 2025 | Dec 9, 2025 (189 d) |
| Douglas Hendricks Jones | Bankers Life Advisory Services, Inc. BD affiliated | Collaborative Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | May 8, 2025 | Oct 24, 2025 (169 d) |
| Kayzia Williams | Bankers Life Advisory Services, Inc. BD affiliated | Simple Financial, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Apr 25, 2025 | Aug 12, 2025 (109 d) |
| Michael Stone | Bankers Life Advisory Services, Inc. BD affiliated | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Apr 2, 2025 | Apr 15, 2025 |
| Riley Lavancha | Bankers Life Advisory Services, Inc. BD affiliated | Rockbridge Investment Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 13, 2025 | Mar 14, 2025 |
| Michael Van Slyke | Bankers Life Advisory Services, Inc. BD affiliated | Belpointe Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 28, 2025 | Jul 7, 2026 (494 d) |
| Wayne S Creeden | Bankers Life Advisory Services, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 26, 2025 | Feb 26, 2025 |
| Madison Martinez | Bankers Life Advisory Services, Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 6, 2025 | Jan 6, 2025 |
| Jayne P Ly | Bankers Life Advisory Services, Inc. BD affiliated | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 23, 2024 | Apr 21, 2025 (119 d) |
| Jeffrey Clifton Drury | Bankers Life Advisory Services, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 6, 2024 | Dec 5, 2024 |
| Chris Ambrose | Bankers Life Advisory Services, Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 22, 2024 | Nov 20, 2024 |
| Larry L Stoner | Bankers Life Advisory Services, Inc. BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 13, 2024 | Nov 20, 2024 |
| Kevin Edward Forkin | Bankers Life Advisory Services, Inc. BD affiliated | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Nov 5, 2024 | Nov 27, 2024 |
| Tevin Gibson | Bankers Life Advisory Services, Inc. BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Nov 1, 2024 | Apr 2, 2025 (152 d) |
| Andrew S Novick | Bankers Life Advisory Services, Inc. BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Oct 24, 2024 | Oct 25, 2024 |
| Jacob Emory Portock | Bankers Life Advisory Services, Inc. BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 15, 2024 | Nov 6, 2024 |
| David Kirkpatrick Bean | Bankers Life Advisory Services, Inc. BD affiliated | Osaic Institutions, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 13, 2024 | Sep 16, 2024 |
| Max Lionel Molina | Bankers Life Advisory Services, Inc. BD affiliated | Navy Federal Investment Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 5, 2024 | Sep 5, 2024 |
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224 moves match.