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 |
|---|---|---|---|---|---|
| Jaxson Nolen Wentworth | Ameritas Advisory Services, LLC BD affiliated | Tfb Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 13, 2024 | Nov 22, 2024 |
| Brian Franford | Ameritas Advisory Services, LLC BD affiliated | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | Nov 6, 2024 | Aug 11, 2026 (643 d) |
| Jody Ray Nunez | Ameritas Advisory Services, LLC BD affiliated | Centaurus Financial, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 30, 2024 | Sep 16, 2024 |
| Michael Read Wilcox | Ameritas Advisory Services, LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2024 | Sep 16, 2024 |
| Jarrod Franklin Hirschfeld | Ameritas Advisory Services, LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2024 | Sep 16, 2024 |
| Benjamin Richard Wilcox | Ameritas Advisory Services, LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2024 | Sep 16, 2024 |
| Clay Thomas Symington | Ameritas Advisory Services, LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2024 | Sep 16, 2024 |
| Todd Michael Thomas | Ameritas Advisory Services, LLC BD affiliated | Revere Asset independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 13, 2024 | Dec 6, 2024 (84 d) |
| David Sarkisian | Ameritas Advisory Services, LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 4, 2024 | Jun 8, 2026 (642 d) |
| Daniel Robert Kurtz | Ameritas Advisory Services, LLC BD affiliated | Pruco Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 7, 2024 | Jul 26, 2024 |
| Russell Thomas Stellfox | Ameritas Advisory Services, LLC BD affiliated | Iams Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 29, 2024 | Aug 27, 2024 |
| Jori Guzhuna | Ameritas Advisory Services, LLC BD affiliated | Guzhuna Asset Management state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jul 25, 2024 | Mar 16, 2026 (599 d) |
| Brenna M Bonillas | Ameritas Advisory Services, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 12, 2024 | Aug 1, 2024 |
| Keaton Falk | Ameritas Advisory Services, LLC BD affiliated | Ria Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 11, 2024 | Jul 10, 2024 |
| Patrick Heewoong Kim | Ameritas Advisory Services, LLC BD affiliated | Tlg Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 10, 2024 | Jan 1, 2025 (205 d) |
| Chong Taek Shim | Ameritas Advisory Services, LLC BD affiliated | Tlg Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 10, 2024 | Jun 7, 2024 |
| Hwa Jin Kim | Ameritas Advisory Services, LLC BD affiliated | Tlg Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 10, 2024 | Jun 7, 2024 |
| Joo Kyung Lee | Ameritas Advisory Services, LLC BD affiliated | Tlg Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 6, 2024 | Jun 7, 2024 |
| Jonathon Jarrod Devase | Ameritas Advisory Services, LLC BD affiliated | Citigroup Global Markets Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 22, 2024 | Apr 21, 2025 (334 d) |
| Joseph Hong | Ameritas Advisory Services, LLC BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | May 15, 2024 | May 13, 2024 |
| Robert Lee Sheppard | Ameritas Advisory Services, LLC BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | May 15, 2024 | Jun 25, 2024 (41 d) |
| Caleb W Stertzer | Ameritas Advisory Services, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 17, 2024 | Apr 17, 2024 |
| Darren Jarosik | Ameritas Advisory Services, LLC BD affiliated | Northwestern Mutual Investment Services,LLC no RAUM | Other | Feb 27, 2024 | Jun 13, 2024 (107 d) |
| Oliver Gregorio Orzal | Ameritas Advisory Services, LLC BD affiliated | Esi Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 23, 2024 | Jan 17, 2024 |
| Elizabeth Joy Fowlks | Ameritas Advisory Services, LLC BD affiliated | UBS Financial Services Inc. wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 3, 2024 | Mar 4, 2024 (61 d) |
| Connor James Wiesner | Ameritas Advisory Services, LLC BD affiliated | U.S. Bancorp Investments, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 14, 2023 | Dec 6, 2023 |
| Matthew Carl Weinheimer | Ameritas Advisory Services, LLC BD affiliated | Exencial Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 22, 2023 | Nov 14, 2023 |
| David William Bregger | Ameritas Advisory Services, LLC BD affiliated | Exencial Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 21, 2023 | Nov 14, 2023 |
| Jasen Lee Wallace | Ameritas Advisory Services, LLC BD affiliated | Exencial Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 21, 2023 | Nov 14, 2023 |
| Steven Michael Ruiz | Ameritas Advisory Services, LLC BD affiliated | Rock Solid Consultants LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Nov 6, 2023 | Mar 15, 2024 (130 d) |
| Harinne Lee Kim | Ameritas Advisory Services, LLC BD affiliated | Apiis Wealth Management Corp. state registered | Affiliated broker-dealer or bank to a state-registered adviser | Oct 18, 2023 | Aug 19, 2025 (671 d) |
| Arnold Nelson Pechler | Ameritas Advisory Services, LLC BD affiliated | J. W. Cole Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 18, 2023 | Sep 29, 2023 |
| Nicole Elizabeth King | Ameritas Advisory Services, LLC BD affiliated | J. W. Cole Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 18, 2023 | Sep 29, 2023 |
| Lennie Dean Walters | Ameritas Advisory Services, LLC BD affiliated | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 28, 2023 | Oct 2, 2023 |
| Jason Andrew Midkiff | Ameritas Advisory Services, LLC BD affiliated | Gwn Securities Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 22, 2023 | Aug 18, 2023 |
| Donald Eugene Wilson | Ameritas Advisory Services, LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 18, 2023 | Aug 25, 2023 |
| Ray Edward Smith | Ameritas Advisory Services, LLC BD affiliated | Tfb Advisors, LLC no RAUM | Other | Jun 30, 2023 | Aug 10, 2022 |
| William Craig Male | Ameritas Advisory Services, LLC BD affiliated | Tfb Advisors, LLC no RAUM | Other | Jun 30, 2023 | Aug 2, 2022 |
| Paul Joshua Selzer | Ameritas Advisory Services, LLC BD affiliated | Tfb Advisors, LLC no RAUM | Other | Jun 30, 2023 | Aug 2, 2022 |
| Daniel Gerard Dolan | Ameritas Advisory Services, LLC BD affiliated | Tfb Advisors, LLC no RAUM | Other | Jun 30, 2023 | Aug 2, 2022 |
| David Butler Wentz | Ameritas Advisory Services, LLC BD affiliated | Tfb Advisors, LLC no RAUM | Other | Jun 30, 2023 | Aug 3, 2022 |
| Craig M Hallier | Ameritas Advisory Services, LLC BD affiliated | Tfb Advisors, LLC no RAUM | Other | Jun 30, 2023 | Aug 4, 2022 |
| William Grant Stapp | Ameritas Advisory Services, LLC BD affiliated | Tfb Advisors, LLC no RAUM | Other | Jun 30, 2023 | Aug 4, 2022 |
| Jeffrey Ethan Pytlinski | Ameritas Advisory Services, LLC BD affiliated | Tfb Advisors, LLC no RAUM | Other | Jun 30, 2023 | Aug 2, 2022 |
| Dee William James | Ameritas Advisory Services, LLC BD affiliated | Tfb Advisors, LLC no RAUM | Other | Jun 30, 2023 | Aug 2, 2022 |
| Timothy Gaigals | Ameritas Advisory Services, LLC BD affiliated | Tfb Advisors, LLC no RAUM | Other | Jun 30, 2023 | Aug 2, 2022 |
| Adam D Bettis | Ameritas Advisory Services, LLC BD affiliated | Tfb Advisors, LLC no RAUM | Other | Jun 30, 2023 | Aug 2, 2022 |
| Barry Kendall Villaverde | Ameritas Advisory Services, LLC BD affiliated | Tfb Advisors, LLC no RAUM | Other | Jun 30, 2023 | Aug 2, 2022 |
| Thomas Baker Mullinix | Ameritas Advisory Services, LLC BD affiliated | Tfb Advisors, LLC no RAUM | Other | Jun 30, 2023 | Aug 5, 2022 |
| Andrew Mackay Metzler | Ameritas Advisory Services, LLC BD affiliated | Tfb Advisors, LLC no RAUM | Other | Jun 30, 2023 | Aug 10, 2022 |
| Gordon Lee Thorn | Ameritas Advisory Services, LLC BD affiliated | Tfb Advisors, LLC no RAUM | Other | Jun 30, 2023 | Aug 2, 2022 |
| Brooks Christopher Elder | Ameritas Advisory Services, LLC BD affiliated | Tfb Advisors, LLC no RAUM | Other | Jun 30, 2023 | Aug 5, 2022 |
| Nicolas Michael Anthony Boyd | Ameritas Advisory Services, LLC BD affiliated | Tfb Advisors, LLC no RAUM | Other | Jun 30, 2023 | Aug 18, 2022 |
| Vance Simon Wentz | Ameritas Advisory Services, LLC BD affiliated | Tfb Advisors, LLC no RAUM | Other | Jun 30, 2023 | Aug 5, 2022 |
| Ralph David Wentz | Ameritas Advisory Services, LLC BD affiliated | Tfb Advisors, LLC no RAUM | Other | Jun 30, 2023 | Aug 5, 2022 |
| Robert Alan Shay | Ameritas Advisory Services, LLC BD affiliated | Tfb Advisors, LLC no RAUM | Other | Jun 30, 2023 | Aug 2, 2022 |
| Jonathan Richmond | Ameritas Advisory Services, LLC BD affiliated | Tfb Advisors, LLC no RAUM | Other | Jun 30, 2023 | Aug 4, 2022 |
| Connor O'Keefe | Ameritas Advisory Services, LLC BD affiliated | Tfb Advisors, LLC no RAUM | Other | Jun 30, 2023 | Aug 2, 2022 |
| Albert Michael Daniels | Ameritas Advisory Services, LLC BD affiliated | Coho Advisory Services, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jun 27, 2023 | Jun 20, 2023 |
| Hunter Guthrie | Ameritas Advisory Services, LLC BD affiliated | Coho Advisory Services, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jun 27, 2023 | Aug 2, 2023 (36 d) |
163 moves match.