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 Oneamerica 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.

Advisor	From	To	Type	Left	Registered
William Robert Weckback	Oneamerica Securities, Inc. other	Mbm Wealth Consultants, LLC independent RIA	Other	Dec 12, 2013	Nov 30, 2013
Robyn Suzette Longenecker	Oneamerica Securities, Inc. other	Raymond James Financial Services Advisors, Inc other	Other	Dec 12, 2013	Sep 3, 2015 (630 d)
Matthew Aaron Lapides	Oneamerica Securities, Inc. other	Mbm Wealth Consultants, LLC independent RIA	Other	Dec 12, 2013	Nov 30, 2013
Matthew Lawrence Westhoff	Oneamerica Securities, Inc. other	Mbm Wealth Consultants, LLC independent RIA	Other	Dec 12, 2013	Nov 30, 2013
Joseph Dean Gutierrez	Oneamerica Securities, Inc. other	Signator Investors, Inc. other	Other	Dec 12, 2013	Feb 14, 2014 (64 d)
Anthony L Pooler	Oneamerica Securities, Inc. other	Park Avenue Securities LLC other	Other	Dec 12, 2013	Mar 18, 2014 (96 d)
Ryan Mathew Bohm	Oneamerica Securities, Inc. other	Stratos Wealth Partners, Ltd other	Other	Nov 27, 2013	Dec 2, 2013
Donald G. Chastain	Oneamerica Securities, Inc. other	LPL Financial LLC other	Other	Oct 10, 2013	Oct 14, 2013
Joshua Frazier	Oneamerica Securities, Inc. other	Transamerica Financial Advisors, LLC other	Other	Sep 19, 2013	Oct 22, 2013 (33 d)
Bret Patrick Boudreaux	Oneamerica Securities, Inc. other	Hancock Whitney Investment Services Inc. other	Other	Aug 23, 2013	Jul 26, 2013
Thomas Kent Gowin	Oneamerica Securities, Inc. other	J.J.B. Hilliard, W.L. Lyons, LLC other	Other	Aug 23, 2013	Aug 5, 2013
Joshua Eric Reider	Oneamerica Securities, Inc. other	Fsc Securities Corporation other	Other	Aug 22, 2013	Aug 5, 2013
Kent William Binning	Oneamerica Securities, Inc. other	Park Avenue Securities LLC other	Other	Jul 26, 2013	Oct 15, 2013 (81 d)
William Lyle	Oneamerica Securities, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Jul 22, 2013	Mar 6, 2014 (227 d)
Tyler Scott Bailey	Oneamerica Securities, Inc. other	Morgan Stanley wirehouse	Other	Jul 22, 2013	Sep 25, 2013 (65 d)
Matthew David Haskett	Oneamerica Securities, Inc. other	Edward Jones national BD	Other	May 8, 2013	Apr 29, 2013
Joanne M Kinniard	Oneamerica Securities, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	May 8, 2013	Apr 24, 2013
Melia Breeze Krumm	Oneamerica Securities, Inc. other	Morgan Stanley wirehouse	Other	Apr 9, 2013	Apr 5, 2013
Brady Murray	Oneamerica Securities, Inc. other	MML Investors Services, LLC other	Other	Apr 9, 2013	May 22, 2013 (43 d)
Matthew E Rydell	Oneamerica Securities, Inc. other	Pruco Securities, LLC other	Other	Mar 7, 2013	May 15, 2013 (69 d)
John Richard Russo	Oneamerica Securities, Inc. other	Msi Financial Services, Inc. other	Other	Feb 28, 2013	Aug 14, 2013 (167 d)
Michael Eugene Wright	Oneamerica Securities, Inc. other	Foresight Wealth Advisory, LLC state registered	Other	Feb 5, 2013	Jan 21, 2026 (4733 d)
Monica Elliott Felton	Oneamerica Securities, Inc. other	The Elliott Group state registered	Other	Jan 23, 2013	Jul 31, 2013 (189 d)
Marc Evan Nufrio	Oneamerica Securities, Inc. other	Sterne Agee Investment Advisor Services, Inc. other	Other	Dec 31, 2012	Jan 2, 2013
Chang Baek Chun	Oneamerica Securities, Inc. other	Eagle Strategies LLC other	Other	Dec 18, 2012	Mar 14, 2013 (86 d)
Jerry Leigh Betzler	Oneamerica Securities, Inc. other	Mutual Of Omaha Investor Services, Inc. no RAUM	Other	Dec 18, 2012	May 9, 2014 (507 d)
Keith Anthony Guertin	Oneamerica Securities, Inc. other	J P Turner & Company Capital Management, LLC other	Other	Dec 18, 2012	Dec 3, 2012
Raymond Steven Gettins	Oneamerica Securities, Inc. other	Curian Capital, LLC other	Other	Nov 1, 2012	Oct 30, 2012
Jessica Lynn Cole	Oneamerica Securities, Inc. other	Sii Investments, Inc. other	Other	Sep 11, 2012	Aug 29, 2012
Michael Edward Hipson	Oneamerica Securities, Inc. other	Principal Securities, Inc. other	Other	Sep 10, 2012	Sep 12, 2012
Michele Marie Laws	Oneamerica Securities, Inc. other	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Other	Sep 6, 2012	Jan 7, 2013 (123 d)
Denanne Michelle Heil	Oneamerica Securities, Inc. other	First Brokerage America, L.L.C. unclassified	Other	Aug 16, 2012	Aug 6, 2012
George Theodore Paul	Oneamerica Securities, Inc. other	Next Financial Group, Inc. other	Other	Aug 15, 2012	Jul 16, 2012
John Colby Anderson	Oneamerica Securities, Inc. other	Afp Group, LLC state registered	Other	Aug 1, 2012	Jul 23, 2012
James Michael Ortenzio	Oneamerica Securities, Inc. other	Esi Financial Advisors other	Other	Jul 25, 2012	Jul 10, 2012
David Lee West	Oneamerica Securities, Inc. other	Alpine Capital Management, LLC unclassified	Other	Jul 25, 2012	Oct 3, 2013 (435 d)
Daniel Charles Caffrey	Oneamerica Securities, Inc. other	Next Financial Group, Inc. other	Other	Jul 25, 2012	Jul 16, 2012
Lamar Daniel Breshears	Oneamerica Securities, Inc. other	MML Investors Services, LLC other	Other	Jul 25, 2012	Oct 30, 2012 (97 d)
Russell Boyd Butler	Oneamerica Securities, Inc. other	Diversify Wealth Management LLC other	Other	Jun 25, 2012	Jul 5, 2012
Andrew Carroll Peterson	Oneamerica Securities, Inc. other	Ameritas Advisory Services other	Other	Jun 14, 2012	Jun 28, 2012
Brady Charles Boyd	Oneamerica Securities, Inc. other	U.S. Bancorp Advisors, LLC other	Other	May 17, 2012	May 16, 2012
Matthew Michael Melendez	Oneamerica Securities, Inc. other	Innovatum Capital Partners, LLC other	Other	May 17, 2012	Jul 11, 2012 (55 d)
Peter John Emigh	Oneamerica Securities, Inc. other	New England Securities Corporation other	Other	May 7, 2012	May 2, 2012
Christopher Lee Shockley	Oneamerica Securities, Inc. other	New England Securities Corporation other	Other	May 7, 2012	Apr 27, 2012
John Patrick Reidy	Oneamerica Securities, Inc. other	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Other	Feb 29, 2012	Mar 16, 2012
Anthony Strom Pastor	Oneamerica Securities, Inc. other	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Other	Feb 29, 2012	Mar 22, 2012
Bryan Scott Marvin	Oneamerica Securities, Inc. other	Esi Financial Advisors other	Other	Feb 23, 2012	Feb 24, 2012
Jerry Russell Berg	Oneamerica Securities, Inc. other	Capital Client Group, Inc. no RAUM	Other	Feb 10, 2012	Nov 9, 2015 (1368 d)
Odalis Mercedes Lopez	Oneamerica Securities, Inc. other	Centaurus Financial, Inc. other	Other	Feb 2, 2012	Jan 21, 2014 (719 d)
John Eugene Weidner	Oneamerica Securities, Inc. other	Investment Research Corp other	Other	Jan 20, 2012	Jan 9, 2012
Laura Beth Free	Oneamerica Securities, Inc. other	1st Global Advisors Inc other	Other	Jan 10, 2012	Jan 25, 2013 (381 d)
Scott Wilson Hoyer	Oneamerica Securities, Inc. other	Capital Client Group, Inc. no RAUM	Other	Dec 22, 2011	Jan 6, 2025 (4764 d)
Jody Lynn O'Dell	Oneamerica Securities, Inc. other	Capital Client Group, Inc. no RAUM	Other	Nov 23, 2011	May 22, 2014 (911 d)
Keith Jackson	Oneamerica Securities, Inc. other	Msi Financial Services, Inc. other	Other	Nov 11, 2011	Feb 28, 2012 (109 d)
Mark Allen Hughes	Oneamerica Securities, Inc. other	Ameritas Advisory Services, LLC BD affiliated	Other	Oct 31, 2011	Nov 1, 2021 (3654 d)
Shane Allen Jensen	Oneamerica Securities, Inc. other	Allstate Financial Advisors, LLC no RAUM	Other	Oct 13, 2011	Oct 14, 2011
Stephen Lawrence Mathiason	Oneamerica Securities, Inc. other	Ameritas Advisory Services other	Other	Oct 6, 2011	Oct 6, 2011
Jack Edward Trent	Oneamerica Securities, Inc. other	Legacy Wealth Management, LLC independent RIA	Other	Oct 5, 2011	Jan 30, 2026 (5231 d)
Ivan Obra Mattox	Oneamerica Securities, Inc. other	Equitable Advisors, LLC national BD	Other	Oct 5, 2011	Sep 20, 2011
Blake Jared Nelson	Oneamerica Securities, Inc. other	Cuna Brokerage Services, Inc. other	Other	Oct 5, 2011	Oct 13, 2011

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561 moves match.