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, LLC
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 |
|---|---|---|---|---|---|
| Connor Heimer | Ameritas Advisory Services, LLC BD affiliated | Castle Capital Management state registered | Affiliated broker-dealer or bank to a state-registered adviser | Sep 10, 2026 | Sep 15, 2026 |
| William Aristeo Godines Castro | Ameritas Advisory Services, LLC BD affiliated | Castle Capital Management state registered | Affiliated broker-dealer or bank to a state-registered adviser | Aug 12, 2026 | Aug 26, 2026 |
| Emily Susan Ashton | Ameritas Advisory Services, LLC BD affiliated | Kdk Private Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 4, 2026 | Aug 21, 2026 |
| Bryan Michael Shank | Ameritas Advisory Services, LLC BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 31, 2026 | Aug 31, 2026 (31 d) |
| Tyrone Richard Harvey | Ameritas Advisory Services, LLC BD affiliated | Arx Strategic Wealth state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jun 29, 2026 | Jun 22, 2026 |
| Fate Kellum Spurlock | Ameritas Advisory Services, LLC BD affiliated | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 18, 2026 | Jun 17, 2026 |
| Landon Knight Thompson | Ameritas Advisory Services, LLC BD affiliated | Stewardwell LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 18, 2026 | Jul 1, 2026 |
| Paul William Mattke | Ameritas Advisory Services, LLC BD affiliated | Strategic Financial Concepts, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 9, 2026 | Jul 22, 2026 (43 d) |
| Raj Alagappan Natarajan | Ameritas Advisory Services, LLC BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | May 26, 2026 | Jun 10, 2026 |
| Kyle Timothy Goupille | Ameritas Advisory Services, LLC BD affiliated | Oldfield Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | May 20, 2026 | Jun 18, 2026 |
| William Warren Wittler | Ameritas Advisory Services, LLC BD affiliated | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 19, 2026 | May 11, 2026 |
| Nathan Charles Goodwin | Ameritas Advisory Services, LLC BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 12, 2026 | Aug 19, 2026 (99 d) |
| Chase Guerrette | Ameritas Advisory Services, LLC BD affiliated | Oldfield Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | May 6, 2026 | Apr 23, 2026 |
| Alex Templin | Ameritas Advisory Services, LLC BD affiliated | Stifel, Nicolaus & Company, Incorporated national BD | Affiliated broker-dealer or bank to another | May 6, 2026 | Apr 28, 2026 |
| Peter Leroy Way | Ameritas Advisory Services, LLC BD affiliated | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 28, 2026 | Apr 20, 2026 |
| Terall Deane Blalock | Ameritas Advisory Services, LLC BD affiliated | Rubicon Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 27, 2026 | Apr 1, 2026 |
| Jessica Ann Shillington | Ameritas Advisory Services, LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Apr 17, 2026 | Apr 16, 2026 |
| Christopher Charles Kramer | Ameritas Advisory Services, LLC BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 13, 2026 | Mar 23, 2026 |
| Eric Wayne Raasch | Ameritas Advisory Services, LLC BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 31, 2026 | Mar 23, 2026 |
| Alexander John Briggs | Ameritas Advisory Services, LLC BD affiliated | Oldfield Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 23, 2026 | Apr 3, 2026 |
| Albert Binman | Ameritas Advisory Services, LLC BD affiliated | Esi Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 9, 2026 | May 8, 2026 (60 d) |
| Ann Baker Ronn | Ameritas Advisory Services, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 6, 2026 | Feb 22, 2026 |
| Jordan Ver Hoeve | Ameritas Advisory Services, LLC BD affiliated | Castle Capital Management state registered | Affiliated broker-dealer or bank to a state-registered adviser | Mar 5, 2026 | Aug 26, 2026 (174 d) |
| Qaadir T Williams | Ameritas Advisory Services, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 26, 2026 | Feb 20, 2026 |
| Corey Boerner | Ameritas Advisory Services, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 26, 2026 | Feb 20, 2026 |
| Evan Rump | Ameritas Advisory Services, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 25, 2026 | Mar 27, 2026 |
| Chantel Williams | Ameritas Advisory Services, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 24, 2026 | Feb 20, 2026 |
| Jake Christopher O'Banion | Ameritas Advisory Services, LLC BD affiliated | Independent Financial Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 20, 2026 | Feb 20, 2026 |
| Sara Elizabeth Rasmussen | Ameritas Advisory Services, LLC BD affiliated | Independent Financial Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 20, 2026 | Feb 20, 2026 |
| Jason Connell | Ameritas Advisory Services, LLC BD affiliated | Croak Capital independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 20, 2026 | Mar 12, 2026 |
| Abbey Ciancutti | Ameritas Advisory Services, LLC BD affiliated | Bollin Wealth Management, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jan 7, 2026 | Mar 3, 2026 (55 d) |
| Cody Darrow | Ameritas Advisory Services, LLC BD affiliated | Darrow Wealth Group state registered | Affiliated broker-dealer or bank to a state-registered adviser | Dec 31, 2025 | Dec 15, 2025 |
| Ryne Umemoto | Ameritas Advisory Services, LLC BD affiliated | Darrow Wealth Group state registered | Affiliated broker-dealer or bank to a state-registered adviser | Dec 31, 2025 | Dec 15, 2025 |
| Joshua David Moskowitz | Ameritas Advisory Services, LLC BD affiliated | Sound Income Strategies, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 25, 2025 | Dec 8, 2025 |
| Cassandra Joan Mcpherson | Ameritas Advisory Services, LLC BD affiliated | Northwestern Mutual Investment Services,LLC no RAUM | Other | Oct 30, 2025 | Dec 26, 2025 (57 d) |
| John Everette Street | Ameritas Advisory Services, LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 17, 2025 | Jan 20, 2026 (95 d) |
| Gage Arturo Wellington | Ameritas Advisory Services, LLC BD affiliated | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 1, 2025 | Oct 17, 2025 |
| Branden Mark Heins | Ameritas Advisory Services, LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 25, 2025 | Sep 25, 2025 |
| Stephen Andrew High | Ameritas Advisory Services, LLC BD affiliated | Voya Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 25, 2025 | Nov 12, 2025 (79 d) |
| Andrew James Scott | Ameritas Advisory Services, LLC BD affiliated | Tamar Securities, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 29, 2025 | Sep 17, 2025 (50 d) |
| Sonda Rouleau Frattini | Ameritas Advisory Services, LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 23, 2025 | Sep 30, 2025 (69 d) |
| Vincent Anthony Colatriano | Ameritas Advisory Services, LLC BD affiliated | Esi Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 21, 2025 | Aug 12, 2025 |
| David Richard Bailey | Ameritas Advisory Services, LLC BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2025 | Jun 26, 2025 |
| Benjamin Fisher | Ameritas Advisory Services, LLC BD affiliated | Ascensus Investment Advisors, LLC institutional | Other | Jun 30, 2025 | Sep 17, 2025 (79 d) |
| Elizabeth Ann Reilly | Ameritas Advisory Services, LLC BD affiliated | Financial & Tax Architects, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 24, 2025 | Jul 14, 2025 |
| Elizabeth Michelle Walker-Sadler | Ameritas Advisory Services, LLC BD affiliated | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 27, 2025 | Jul 1, 2025 (35 d) |
| Barbara Vaughan Redstone | Ameritas Advisory Services, LLC BD affiliated | Slavic Mutual Funds Management Corp. institutional | Other | Apr 28, 2025 | Jun 6, 2025 (39 d) |
| Steven Turner | Ameritas Advisory Services, LLC BD affiliated | Foundations Investment Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 10, 2025 | May 27, 2025 (47 d) |
| George Lu | Ameritas Advisory Services, LLC BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 26, 2025 | Apr 2, 2025 |
| Jennifer Elaine Austin | Ameritas Advisory Services, LLC BD affiliated | Cwm, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 3, 2025 | Mar 12, 2025 |
| Lindsay Nicole Haas | Ameritas Advisory Services, LLC BD affiliated | Oakwell Private Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 5, 2025 | Feb 6, 2025 |
| Austin Michael Sammons | Ameritas Advisory Services, LLC BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jan 21, 2025 | Feb 26, 2025 (36 d) |
| Brandon Michael Mann | Ameritas Advisory Services, LLC BD affiliated | Hornor, Townsend & Kent, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 17, 2025 | Jan 22, 2025 |
| Timothy Neil Criss | Ameritas Advisory Services, LLC BD affiliated | Western Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 14, 2025 | Jan 9, 2025 |
| Kurt Ryan Davis | Ameritas Advisory Services, LLC BD affiliated | United Planners' Financial Services Of America A Limited Partner independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 6, 2025 | Jan 2, 2025 |
| James D Hix | Ameritas Advisory Services, LLC BD affiliated | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Jan 6, 2025 | Mar 7, 2025 (60 d) |
| Kendal Patrick Shaw | Ameritas Advisory Services, LLC BD affiliated | Retirement Plan Advisors, LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2024 | Feb 27, 2025 (58 d) |
| Melissa Jean Schuerman | Ameritas Advisory Services, LLC BD affiliated | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 6, 2024 | Jan 14, 2025 (39 d) |
| Jeffrey Francis Carne | Ameritas Advisory Services, LLC BD affiliated | Orion Portfolio Solutions, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 3, 2024 | Jan 29, 2025 (57 d) |
| Wendell Dornell Stallings | Ameritas Advisory Services, LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 13, 2024 | Sep 17, 2025 (308 d) |
Page 1 of 3Next
163 moves match.