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 Packerland Brokerage 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.

AdvisorFromToTypeLeftRegistered
Robert Dean FouttyPackerland Brokerage Services, Inc. independent RIANew Horizon Wealth Management, LLC state registeredRIA to a state-registered adviserJul 31, 2026Jul 31, 2026
David William RyanPackerland Brokerage Services, Inc. independent RIANew Horizon Wealth Management, LLC state registeredRIA to a state-registered adviserJul 30, 2026Jul 31, 2026
Eric Dale SniderPackerland Brokerage Services, Inc. independent RIANew Horizon Wealth Management, LLC state registeredRIA to a state-registered adviserJul 30, 2026Jul 31, 2026
Tyler Wade FouttyPackerland Brokerage Services, Inc. independent RIANew Horizon Wealth Management, LLC state registeredRIA to a state-registered adviserJul 30, 2026Jul 31, 2026
Luke H HeinenPackerland Brokerage Services, Inc. independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 8, 2026Jun 22, 2026
Brian L PenneyPackerland Brokerage Services, Inc. independent RIASequent Planning, LLC independent RIARIA to RIAMar 20, 2026Mar 27, 2026
Michael Frederic KreslPackerland Brokerage Services, Inc. independent RIAEsi Financial Advisors independent RIARIA to RIADec 8, 2025Dec 18, 2025
Matthew Thomas GarotPackerland Brokerage Services, Inc. independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 30, 2025Oct 29, 2025
Adam Michael LaffeyPackerland Brokerage Services, Inc. independent RIAIams Wealth Management, LLC independent RIARIA to RIASep 29, 2025Oct 2, 2025
Tim Taylor SmithPackerland Brokerage Services, Inc. independent RIAApi Financial Advisors, LLC independent RIARIA to RIAMar 18, 2025Mar 20, 2025
Mohammad ZeeshanPackerland Brokerage Services, Inc. independent RIALPL Enterprise, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 4, 2025Apr 23, 2025 (50 d)
Wayne Lester TrahmsPackerland Brokerage Services, Inc. independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 24, 2024Oct 28, 2024
Mark Raymond BrownPackerland Brokerage Services, Inc. independent RIAEmpower Advisory Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 4, 2024Oct 18, 2024
Melissa Ann JonesPackerland Brokerage Services, Inc. independent RIAPrincipal Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankApr 24, 2024May 21, 2024
Raymond William BeairdPackerland Brokerage Services, Inc. independent RIAStonepath Wealth Management independent RIARIA to RIAApr 17, 2024Apr 17, 2024
Daniel R CarlsonPackerland Brokerage Services, Inc. independent RIAFarther independent RIARIA to RIAOct 4, 2022Sep 30, 2022
Anthony J AdenPackerland Brokerage Services, Inc. independent RIAPruco Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 13, 2022Sep 12, 2022
Daniel Joseph ZeigerPackerland Brokerage Services, Inc. independent RIASequent Planning, LLC independent RIARIA to RIAAug 31, 2022Sep 14, 2022
Stuart HendersonPackerland Brokerage Services, Inc. independent RIAEmpower Advisory Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 26, 2022Jun 28, 2022 (33 d)
Elizabeth ScottPackerland Brokerage Services, Inc. independent RIAThrivent Investment Management Inc. BD affiliatedRIA to affiliated broker-dealer or bankMar 22, 2021Mar 29, 2021
Richard Scott ShelleyPackerland Brokerage Services, Inc. independent RIAAegis Wealth Management, Inc. independent RIARIA to RIADec 31, 2020Jan 29, 2021
Christopher Nicholas DubosPackerland Brokerage Services, Inc. independent RIAPrincipal Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2020Jan 6, 2021
Andre RamirezPackerland Brokerage Services, Inc. independent RIAScf Investment Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 23, 2020Dec 23, 2020
Scott P ReiberPackerland Brokerage Services, Inc. independent RIAScf Investment Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 15, 2020Dec 18, 2020
Paul David Richard BarryPackerland Brokerage Services, Inc. independent RIAStark Wealth Management LLC independent RIARIA to RIANov 27, 2020Dec 1, 2020
Paul Torralba CanimoPackerland Brokerage Services, Inc. independent RIAAnchor Financial state registeredRIA to a state-registered adviserJul 24, 2020Jan 26, 2021 (186 d)
Corey Michael LashellsPackerland Brokerage Services, Inc. independent RIAAnchor Financial state registeredRIA to a state-registered adviserJul 24, 2020Jan 21, 2021 (181 d)
Cameron Stacey ReedPackerland Brokerage Services, Inc. independent RIAAnchor Financial state registeredRIA to a state-registered adviserJul 23, 2020Jan 21, 2021 (182 d)
Amanda Marie RossPackerland Brokerage Services, Inc. independent RIAOneamerica Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMar 30, 2020Apr 2, 2020
Randy John ButlerPackerland Brokerage Services, Inc. independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2019Nov 17, 2021 (687 d)
Jonathan Richard BathPackerland Brokerage Services, Inc. independent RIAIntegrity Alliance, LLC independent RIARIA to RIADec 31, 2019Jan 2, 2020
Anthony Charles HillPackerland Brokerage Services, Inc. independent RIAU.S. Bancorp Investments, Inc. BD affiliatedRIA to affiliated broker-dealer or bankAug 14, 2019Aug 13, 2019
David Alan LakisPackerland Brokerage Services, Inc. independent RIASb Advisory, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 14, 2019Jun 17, 2019
John Duncan McinnesPackerland Brokerage Services, Inc. independent RIAPruco Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 9, 2019Jan 17, 2019
Matthew Anthony MartinezPackerland Brokerage Services, Inc. independent RIAMML Investors Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 2, 2019Feb 22, 2019 (51 d)
Michael Anthony EliasPackerland Brokerage Services, Inc. independent RIACentaurus Financial, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2018Jan 2, 2019
Brian Howard JonesPackerland Brokerage Services, Inc. independent RIAIntegrity Alliance, LLC independent RIARIA to RIADec 31, 2018Mar 14, 2019 (73 d)
Theodore Thomas BalthazorPackerland Brokerage Services, Inc. independent RIASagepoint Financial, Inc. BD affiliatedRIA to affiliated broker-dealer or bankNov 9, 2018Nov 9, 2018
Zach Michael StrubePackerland Brokerage Services, Inc. independent RIASagepoint Financial, Inc. BD affiliatedRIA to affiliated broker-dealer or bankNov 9, 2018Nov 9, 2018
Bret William BellPackerland Brokerage Services, Inc. independent RIAIntegrity Alliance, LLC independent RIARIA to RIAOct 15, 2018Oct 15, 2018
Patrick James RobertsonPackerland Brokerage Services, Inc. independent RIAThe Patriot Financial Group, LLC independent RIARIA to RIASep 25, 2018Oct 2, 2018
Wendy Rae LochPackerland Brokerage Services, Inc. independent RIAChambers Financial Group, LLC. state registeredRIA to a state-registered adviserMay 31, 2018Jul 21, 2026 (2973 d)
William Robert ChambersPackerland Brokerage Services, Inc. independent RIAChambers Financial Group, LLC. state registeredRIA to a state-registered adviserMay 31, 2018Jun 11, 2018
Bradford John JakelPackerland Brokerage Services, Inc. other401k Investment Professionals otherOtherNov 10, 2017Oct 13, 2017
Wayne Scott BruntPackerland Brokerage Services, Inc. otherCreativeone Wealth, LLC otherOtherDec 31, 2016Jan 22, 2018 (387 d)
Sterling Jameson CrockettPackerland Brokerage Services, Inc. otherCrockett Wealth Management, Inc. state registeredOtherDec 31, 2016Oct 25, 2022 (2124 d)
Dennis Joseph WakelyPackerland Brokerage Services, Inc. otherCharles Schwab & Co., Inc. national BDOtherDec 27, 2016Jan 12, 2017
Brian James AmundsonPackerland Brokerage Services, Inc. otherThrivent Investment Management Inc. otherOtherAug 19, 2016Aug 22, 2016
Michael Pruett RudolfPackerland Brokerage Services, Inc. otherSii Investments, Inc. otherOtherAug 16, 2016Aug 1, 2016
Erik Eldor BrennPackerland Brokerage Services, Inc. otherSii Investments, Inc. otherOtherAug 16, 2016Aug 3, 2016
Adam Joseph DomaskPackerland Brokerage Services, Inc. otherThrivent Investment Management Inc. otherOtherJun 7, 2016Jun 9, 2016
Larry Robert JansenPackerland Brokerage Services, Inc. other401k Investment Professionals otherOtherMay 12, 2016May 5, 2016
Jason Donald MartyPackerland Brokerage Services, Inc. other401k Investment Professionals otherOtherMar 9, 2016Feb 26, 2016
Robert Frederick SchimeneckPackerland Brokerage Services, Inc. otherMML Investors Services, LLC otherOtherDec 31, 2015Feb 3, 2016 (34 d)
Michelle Ann ShawnPackerland Brokerage Services, Inc. otherGradient Advisors, LLC otherOtherDec 10, 2015Dec 5, 2017 (726 d)
Bruce Carl GilmorePackerland Brokerage Services, Inc. otherMid Atlantic Financial Management, Inc. otherOtherMay 20, 2015May 20, 2015
Christopher Ronald HopkinsPackerland Brokerage Services, Inc. otherCapital Financial Services, Inc. otherOtherFeb 26, 2015Mar 10, 2015
Andrew Elisha RaderPackerland Brokerage Services, Inc. otherPnc Wealth Management otherOtherDec 12, 2014Dec 23, 2014
Martin Daniel FahlerPackerland Brokerage Services, Inc. otherLPL Financial LLC otherOtherOct 10, 2014Jun 1, 2015 (234 d)
Daniel R ContiPackerland Brokerage Services, Inc. otherAllspring Funds Management, LLC otherOtherOct 10, 2014Oct 14, 2014
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91 moves match.