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
Joel Thomas BlattnerPackerland Brokerage Services, Inc. otherNorthwestern Mutual Investment Services,LLC otherOtherApr 22, 2014May 13, 2014
Nicholas George HasslerPackerland Brokerage Services, Inc. otherSii Investments, Inc. otherOtherAug 23, 2013Aug 22, 2013
Matthew John AbelsPackerland Brokerage Services, Inc. otherFoster Group, Inc. otherOtherAug 12, 2013Aug 13, 2013
Randall Lee MillerPackerland Brokerage Services, Inc. otherXelan Investment Services, Inc. unclassifiedOtherJul 24, 2013Jan 2, 2002
Michael Robert MckillipPackerland Brokerage Services, Inc. otherSii Investments, Inc. otherOtherJul 19, 2013Jul 19, 2013
James Wirt HyndmanPackerland Brokerage Services, Inc. otherSii Investments, Inc. otherOtherJul 19, 2013Jul 19, 2013
Paul Daniel CulbertsonPackerland Brokerage Services, Inc. otherSii Investments, Inc. otherOtherJul 19, 2013Jul 19, 2013
Brian John WitzPackerland Brokerage Services, Inc. otherWoodbury Financial Services, Inc. otherOtherJun 21, 2013Jun 20, 2013
Todd Mckinley CherryPackerland Brokerage Services, Inc. otherSii Investments, Inc. otherOtherMar 14, 2013Mar 14, 2013
Nathan James VanstippenPackerland Brokerage Services, Inc. otherSii Investments, Inc. otherOtherMar 14, 2013Mar 14, 2013
William Lee HarringtonPackerland Brokerage Services, Inc. otherPlan Advisory , LLC unclassifiedOtherMay 4, 2012May 10, 2012
Scott Bradley NelsonPackerland Brokerage Services, Inc. otherNelson Financial Services unclassifiedOtherDec 31, 2011Jan 26, 2012
Scott Alan RyanPackerland Brokerage Services, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherDec 31, 2011Jan 3, 2012
Duane Anthony JohnsonPackerland Brokerage Services, Inc. otherEssex National Securities, Inc. otherOtherNov 29, 2011Jan 20, 2012 (52 d)
Sean Christopher JohnstonPackerland Brokerage Services, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 19, 2011Feb 1, 2018 (2297 d)
Timothy Paul RichmondPackerland Brokerage Services, Inc. otherThrivent Investment Management Inc. otherOtherJul 20, 2011Jul 26, 2011
Gregory GavranPackerland Brokerage Services, Inc. otherWoodbury Financial Services, Inc. otherOtherJun 2, 2011Jun 3, 2011
Maryann T ThielkePackerland Brokerage Services, Inc. otherPrincipal Securities, Inc. otherOtherOct 18, 2010Oct 5, 2011 (352 d)
David Stuart JonesPackerland Brokerage Services, Inc. otherEsi Financial Advisors otherOtherSep 24, 2010Nov 8, 2010 (45 d)
Michelle Lynn BauerPackerland Brokerage Services, Inc. otherUSA Financial Securities LLC independent RIAOtherSep 2, 2010Apr 14, 2021 (3877 d)
Harry Redmond GreenePackerland Brokerage Services, Inc. otherRedhawk Wealth Advisors, Inc. otherOtherJul 22, 2010Jul 30, 2010
John Albert WilkePackerland Brokerage Services, Inc. otherWoodbury Financial Services, Inc. otherOtherMay 24, 2010May 27, 2010
Matthew Allen TrypucPackerland Brokerage Services, Inc. otherWoodbury Financial Services, Inc. otherOtherMay 24, 2010May 27, 2010
Wesley Thomas EhlersPackerland Brokerage Services, Inc. otherInvestment Centers Of America, Inc. otherOtherMar 17, 2010Aug 19, 2010 (155 d)
Neelam Ramchand Krishnaney-DavisonPackerland Brokerage Services, Inc. otherWoodbury Financial Services, Inc. otherOtherSep 2, 2009Sep 1, 2009
Jeffrey Lee JustPackerland Brokerage Services, Inc. otherWoodbury Financial Services, Inc. otherOtherAug 3, 2009Aug 3, 2009
Timothy Joseph ChasePackerland Brokerage Services, Inc. otherWoodbury Financial Services, Inc. otherOtherJul 6, 2009Jul 2, 2009
David Alan LeniusPackerland Brokerage Services, Inc. otherWoodbury Financial Services, Inc. otherOtherApr 17, 2009Apr 16, 2009
Jessica Ann GroganPackerland Brokerage Services, Inc. otherWells Fargo Advisors wirehouseOtherJul 8, 2008Jul 14, 2008
Michael Ray BoydPackerland Brokerage Services, Inc. otherMsi Financial Services, Inc. otherOtherJul 17, 2006Jul 21, 2006
Laura L LoomisPackerland Brokerage Services, Inc. otherKcd Financial, Inc. otherOtherJan 20, 2004Jan 27, 2004
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91 moves match.