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 World Choice Securities, 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.

AdvisorFromToTypeLeftRegistered
Olin Robert JohanssenWorld Choice Securities, Inc. state registeredLPL Financial LLC BD affiliatedOtherJul 20, 2026Jul 17, 2026
Karel Annette StoryWorld Choice Securities, Inc. state registeredKestra Advisory Services, LLC BD affiliatedOtherApr 29, 2022Apr 29, 2022
Eric Lee BartelWorld Choice Securities, Inc. state registeredKestra Advisory Services, LLC BD affiliatedOtherApr 29, 2022Apr 29, 2022
John Robert StocktonWorld Choice Securities, Inc. state registeredKestra Advisory Services, LLC BD affiliatedOtherApr 29, 2022Apr 29, 2022
Peter CasciottaWorld Choice Securities, Inc. state registeredCorecap Advisors BD affiliatedOtherJun 30, 2021Jul 22, 2021
Theresa MontyaWorld Choice Securities, Inc. state registeredEdward Jones national BDOtherOct 22, 2019Oct 25, 2019
Timothy Douglas WalshWorld Choice Securities, Inc. state registeredXenith Financial Advisory Services, LLC state registeredOtherMay 23, 2016Jul 17, 2018 (785 d)
Peter CasciottaWorld Choice Securities, Inc. state registeredSecurian Financial Services, Inc. otherOtherFeb 9, 2011Mar 29, 2011 (48 d)
Donald Keith MoffittWorld Choice Securities, Inc. state registeredEquitable Advisors, LLC national BDOtherDec 10, 2008Dec 9, 2008
Carl David LewisWorld Choice Securities, Inc. state registeredNext Financial Group, Inc. otherOtherSep 10, 2008Sep 9, 2008
Gary Neal HannahWorld Choice Securities, Inc. state registeredFirst Independent Advisory Services, Inc. unclassifiedOtherMay 4, 2004Apr 12, 2007 (1073 d)
Kenneth Lowell CookWorld Choice Securities, Inc. state registeredObs Brokerage Services, Inc. unclassifiedOtherFeb 4, 2004Feb 2, 2004
Rex Glenn RussellWorld Choice Securities, Inc. state registeredUsallianz Securities, Inc. unclassifiedOtherDec 15, 2003Jan 6, 2005 (388 d)
Anthony Craig CouchWorld Choice Securities, Inc. state registeredUsallianz Securities, Inc. unclassifiedOtherDec 15, 2003Jan 6, 2005 (388 d)
Olin Blayne RagsdaleWorld Choice Securities, Inc. state registeredRhodes Investment Advisors, Inc. independent RIAOtherOct 14, 2003Oct 14, 2003
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15 moves match.