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 Hantz Financial 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Cory Robert Carlson | Hantz Financial Services, Inc. independent RIA | Foguth Wealth Management, LLC. independent RIA | RIA to RIA | May 15, 2026 | Jun 18, 2026 (34 d) |
| Allan Wakkuri | Hantz Financial Services, Inc. independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | May 15, 2026 | May 15, 2026 |
| Tanvi Devarakonda | Hantz Financial Services, Inc. independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | May 11, 2026 | Jun 4, 2026 |
| Hunter Marc Fougner | Hantz Financial Services, Inc. independent RIA | Ecos Wealth Advisors state registered | RIA to a state-registered adviser | May 4, 2026 | Jul 13, 2026 (70 d) |
| Amanda Wright | Hantz Financial Services, Inc. independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Apr 28, 2026 | Apr 27, 2026 |
| Destiny Bullard | Hantz Financial Services, Inc. independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Apr 1, 2026 | Apr 1, 2026 |
| Kaleb Gandy | Hantz Financial Services, Inc. independent RIA | Sgl Financial, LLC independent RIA | RIA to RIA | Mar 11, 2026 | Jun 5, 2026 (86 d) |
| Brienne Drake | Hantz Financial Services, Inc. independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Feb 26, 2026 | Mar 19, 2026 |
| Braylen S. Laverty | Hantz Financial Services, Inc. independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Feb 26, 2026 | Jun 1, 2026 (95 d) |
| Nicholas Ahmad Harajli | Hantz Financial Services, Inc. independent RIA | Vitale Wealth Management state registered | RIA to a state-registered adviser | Feb 9, 2026 | Apr 21, 2026 (71 d) |
| Carson Michael Krumm | Hantz Financial Services, Inc. independent RIA | Northwestern Mutual Investment Services,LLC no RAUM | Other | Feb 2, 2026 | Apr 14, 2026 (71 d) |
| Rachel Marie Thomas | Hantz Financial Services, Inc. independent RIA | Mma Securities LLC no RAUM | Other | Jan 16, 2026 | Feb 5, 2026 |
| Caleb Joseph Teeples | Hantz Financial Services, Inc. independent RIA | Thrivent Investment Management Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jan 5, 2026 | Jan 28, 2026 |
| Ashley W Pease | Hantz Financial Services, Inc. independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Jan 2, 2026 | Jan 2, 2026 |
| Nicholas Robinette | Hantz Financial Services, Inc. independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Dec 17, 2025 | Mar 2, 2026 (75 d) |
| Turner Felton | Hantz Financial Services, Inc. independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Dec 16, 2025 | Jan 23, 2026 (38 d) |
| Justin Michael Pontz | Hantz Financial Services, Inc. independent RIA | City Center Advisors, LLC independent RIA | RIA to RIA | Sep 26, 2025 | Oct 14, 2025 |
| Kathleen A Rondy | Hantz Financial Services, Inc. independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Aug 25, 2025 | Oct 21, 2025 (57 d) |
| Luke Andrew Zimmerman | Hantz Financial Services, Inc. independent RIA | Millennium Personal Finance, LLC state registered | RIA to a state-registered adviser | Aug 4, 2025 | Nov 21, 2025 (109 d) |
| Richard Vernon Aubuchon | Hantz Financial Services, Inc. independent RIA | Fsa Advisors, Inc. independent RIA | RIA to RIA | Aug 1, 2025 | Aug 24, 2025 |
| Hallah Helena Fonseca | Hantz Financial Services, Inc. independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 18, 2025 | Jul 25, 2025 |
| Andrew Lei Kinunen | Hantz Financial Services, Inc. independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 23, 2025 | Jun 24, 2025 |
| Bryce Kyle Eyre | Hantz Financial Services, Inc. independent RIA | State Farm Investment Management Corp. asset manager | Other | May 28, 2025 | Feb 26, 2026 (274 d) |
| Riley R Lamb | Hantz Financial Services, Inc. independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | May 9, 2025 | Jun 16, 2025 (38 d) |
| Gregory Michael Johnson | Hantz Financial Services, Inc. independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Apr 17, 2025 | Apr 17, 2025 |
| Mike Angel Pecaj | Hantz Financial Services, Inc. independent RIA | Goldman Sachs Wealth Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 15, 2025 | May 12, 2025 |
| Elizabeth Antoinette Anderson | Hantz Financial Services, Inc. independent RIA | Thrivent Investment Management Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 31, 2025 | Apr 10, 2025 |
| Nayanadi P Palayangoda | Hantz Financial Services, Inc. independent RIA | Northwestern Mutual Investment Services,LLC no RAUM | Other | Mar 31, 2025 | Jul 9, 2025 (100 d) |
| Shane Thomas Kinney | Hantz Financial Services, Inc. independent RIA | Epi Financial Group state registered | RIA to a state-registered adviser | Dec 13, 2024 | Jan 6, 2025 |
| Meggison L Mitchell | Hantz Financial Services, Inc. independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | Nov 8, 2024 | Jul 2, 2025 (236 d) |
| Victor J Jones | Hantz Financial Services, Inc. independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Oct 30, 2024 | Dec 26, 2024 (57 d) |
| Anthony J Vanarsdale | Hantz Financial Services, Inc. independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | Oct 28, 2024 | Dec 6, 2024 (39 d) |
| Shaw Douglas Robinson | Hantz Financial Services, Inc. independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Oct 18, 2024 | Oct 18, 2024 |
| Anthony Joseph Endress | Hantz Financial Services, Inc. independent RIA | Foguth Wealth Management, LLC. independent RIA | RIA to RIA | Aug 29, 2024 | Sep 18, 2024 |
| Cole Stephens | Hantz Financial Services, Inc. independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 3, 2024 | Jul 26, 2024 |
| Bradford Despelder | Hantz Financial Services, Inc. independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | Jun 4, 2024 | Jul 2, 2024 |
| Corey Thomas Ferris | Hantz Financial Services, Inc. independent RIA | Ferris Financial Services, L.L.C. state registered | RIA to a state-registered adviser | May 21, 2024 | May 23, 2024 |
| Tyler Scott Sanders | Hantz Financial Services, Inc. independent RIA | Charles Schwab & Co., Inc. national BD | RIA to affiliated broker-dealer or bank | Apr 29, 2024 | May 13, 2024 |
| Owen Lawrence Brinker | Hantz Financial Services, Inc. independent RIA | RBC Capital Markets, LLC national BD | RIA to affiliated broker-dealer or bank | Apr 29, 2024 | Jul 29, 2025 (456 d) |
| Giuseppe Felice Viviano | Hantz Financial Services, Inc. independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Mar 11, 2024 | Apr 12, 2024 (32 d) |
| Tony Alton Winter | Hantz Financial Services, Inc. independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Feb 5, 2024 | Feb 5, 2024 |
| Chelsea Louise Kroll | Hantz Financial Services, Inc. independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Feb 5, 2024 | Feb 5, 2024 |
| Drexel Noecker | Hantz Financial Services, Inc. independent RIA | State Farm Investment Management Corp. asset manager | Other | Feb 5, 2024 | Aug 30, 2024 (207 d) |
| Nathaniel L Michna | Hantz Financial Services, Inc. independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | Jan 12, 2024 | Feb 1, 2024 |
| Chelsea Lynn English | Hantz Financial Services, Inc. independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Sep 25, 2023 | Sep 25, 2023 |
| Charles Frank Tourangeau | Hantz Financial Services, Inc. independent RIA | Raymond James & Associates, Inc. national BD | RIA to affiliated broker-dealer or bank | Aug 30, 2023 | Aug 31, 2023 |
| Stephen Paul Solverson | Hantz Financial Services, Inc. independent RIA | Raymond James & Associates, Inc. national BD | RIA to affiliated broker-dealer or bank | Aug 30, 2023 | Aug 31, 2023 |
| Nicholas Omicioli | Hantz Financial Services, Inc. independent RIA | Raymond James & Associates, Inc. national BD | RIA to affiliated broker-dealer or bank | Aug 30, 2023 | Aug 29, 2023 |
| Nicole Renee Bell | Hantz Financial Services, Inc. independent RIA | Raymond James & Associates, Inc. national BD | RIA to affiliated broker-dealer or bank | Aug 30, 2023 | Aug 29, 2023 |
| Austin Clair Wendling | Hantz Financial Services, Inc. independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Aug 30, 2023 | Jan 16, 2024 (139 d) |
| Parker Anthony Nowak | Hantz Financial Services, Inc. independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Aug 25, 2023 | Sep 20, 2023 |
| Garrett Chiodini | Hantz Financial Services, Inc. independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Jul 5, 2023 | Aug 8, 2023 (34 d) |
| Vincent Parrack | Hantz Financial Services, Inc. independent RIA | Blue Chip Partners, LLC independent RIA | RIA to RIA | Jun 12, 2023 | Jun 26, 2023 |
| Perry Marvin Truscon | Hantz Financial Services, Inc. independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 1, 2023 | Feb 9, 2024 (253 d) |
| Stephen Cotero | Hantz Financial Services, Inc. independent RIA | Huntington Financial Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Mar 20, 2023 | Mar 21, 2023 |
| Daniel K Kaminski | Hantz Financial Services, Inc. independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | Mar 13, 2023 | Apr 12, 2023 |
| Justin Alexander Kowalski | Hantz Financial Services, Inc. independent RIA | Dew Wealth Management independent RIA | RIA to RIA | Jan 16, 2023 | Mar 31, 2023 (74 d) |
| Joseph Denzel Carpenter | Hantz Financial Services, Inc. independent RIA | Personal Capital Advisors Corporation independent RIA | RIA to RIA | Dec 19, 2022 | Jan 10, 2023 |
| Joel James Vanlaar | Hantz Financial Services, Inc. independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Oct 21, 2022 | Nov 4, 2022 |
| Steven P Hohenstein | Hantz Financial Services, Inc. independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Oct 17, 2022 | Apr 4, 2025 (900 d) |
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176 moves match.