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
Shaun Dorr Hampton	Hantz Financial Services, Inc. no RAUM	Ameriprise Financial Services, LLC national BD	Other	Nov 3, 2015	Nov 2, 2015
Eric Roger Fox	Hantz Financial Services, Inc. no RAUM	Ameriprise Financial Services, LLC national BD	Other	Nov 3, 2015	Nov 3, 2015
Amanda Grace Deveaux	Hantz Financial Services, Inc. no RAUM	Ameriprise Financial Services, LLC national BD	Other	Nov 3, 2015	Nov 18, 2015
Michael Victor Billingsley	Hantz Financial Services, Inc. no RAUM	Transamerica Financial Advisors, LLC other	Other	Oct 14, 2015	Oct 15, 2015
Kyle William Johnson	Hantz Financial Services, Inc. no RAUM	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Aug 18, 2015	Oct 29, 2015 (72 d)
Mark Russell Corbin	Hantz Financial Services, Inc. no RAUM	Raymond James & Associates, Inc. national BD	Other	Aug 10, 2015	Aug 18, 2015
Donald Gene Stoner	Hantz Financial Services, Inc. no RAUM	Ameriprise Financial Services, LLC national BD	Other	Jul 20, 2015	Dec 3, 2015 (136 d)
Jaycob Richard Willis	Hantz Financial Services, Inc. no RAUM	Ameriprise Financial Services, LLC national BD	Other	Jul 20, 2015	Jul 20, 2015
Kyle Anthony Trevino	Hantz Financial Services, Inc. no RAUM	Ameriprise Financial Services, LLC national BD	Other	Jul 20, 2015	Jul 20, 2015
Nicole Faith Narkus	Hantz Financial Services, Inc. no RAUM	Edward Jones national BD	Other	Jun 22, 2015	Aug 12, 2015 (51 d)
Justin Andrew Reyes	Hantz Financial Services, Inc. no RAUM	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	May 1, 2015	Jun 16, 2015 (46 d)
Joseph Kelly Nelson	Hantz Financial Services, Inc. no RAUM	J.P. Morgan Securities LLC wirehouse	Other	Apr 28, 2015	Dec 16, 2015 (232 d)
Kevin David Hagan	Hantz Financial Services, Inc. no RAUM	State Farm Investment Management Corp. asset manager	Other	Apr 16, 2015	Jul 24, 2023 (3021 d)
Russell L Thomas	Hantz Financial Services, Inc. no RAUM	Concourse Financial Group Advisors other	Other	Dec 24, 2014	Sep 15, 2015 (265 d)
Joseph David Banish	Hantz Financial Services, Inc. no RAUM	Pnc Wealth Management other	Other	Nov 25, 2014	Dec 8, 2014
Fernando Aguirre De La Rosa	Hantz Financial Services, Inc. no RAUM	Valic Financial Advisors, Inc. other	Other	Nov 3, 2014	Jan 2, 2015 (60 d)
Jordin Ryan	Hantz Financial Services, Inc. no RAUM	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Sep 30, 2014	Oct 14, 2014
William Edward Burmeister	Hantz Financial Services, Inc. no RAUM	Advice And Planning Services other	Other	Apr 16, 2014	Jan 27, 2015 (286 d)
Joseph Lee Hart	Hantz Financial Services, Inc. no RAUM	Key Investment Services LLC other	Other	Apr 10, 2014	Apr 17, 2014
Derek Peter Damian	Hantz Financial Services, Inc. no RAUM	Cambridge Investment Research Advisors, Inc. other	Other	Jan 10, 2014	Jan 22, 2014
Michael James Gascon	Hantz Financial Services, Inc. no RAUM	Ameriprise Financial Services, LLC national BD	Other	Nov 22, 2013	Jan 2, 2014 (41 d)
Thomas Malcolm Rogers	Hantz Financial Services, Inc. no RAUM	Ameriprise Financial Services, LLC national BD	Other	Oct 14, 2013	Oct 11, 2013
Daniel Joseph Lezotte	Hantz Financial Services, Inc. no RAUM	Ameriprise Financial Services, LLC national BD	Other	Oct 14, 2013	Oct 17, 2013
Dennis Michael Dehn	Hantz Financial Services, Inc. no RAUM	LPL Financial LLC other	Other	Sep 17, 2013	Sep 18, 2013
Mark Robert Rush	Hantz Financial Services, Inc. no RAUM	Edward Jones national BD	Other	Sep 9, 2013	Jan 28, 2014 (141 d)
Adam Kristjan Garvey	Hantz Financial Services, Inc. no RAUM	Rehmann Wealth other	Other	Sep 5, 2013	Oct 2, 2013
Emily Marie Leshan	Hantz Financial Services, Inc. no RAUM	Pnc Wealth Management other	Other	Jun 24, 2013	Jul 11, 2013
Max Kohn Brown	Hantz Financial Services, Inc. no RAUM	Northwestern Mutual Investment Services,LLC other	Other	Jun 18, 2013	Jan 27, 2014 (223 d)
Mark Frank Pauwels	Hantz Financial Services, Inc. no RAUM	Sagepoint Financial, Inc. other	Other	Jun 11, 2013	Jul 5, 2013
Sarah Jo Emery	Hantz Financial Services, Inc. no RAUM	Cetera Investment Services LLC other	Other	Apr 11, 2013	Apr 16, 2013
Dustin J Clare	Hantz Financial Services, Inc. no RAUM	Pnc Wealth Management other	Other	Feb 5, 2013	Feb 26, 2013
Jessica Lynn Burmeister	Hantz Financial Services, Inc. no RAUM	Advice And Planning Services other	Other	Dec 5, 2012	Jan 8, 2013 (34 d)
Jeffrey Obermeyer Parker	Hantz Financial Services, Inc. no RAUM	J.P. Morgan Securities LLC wirehouse	Other	Dec 5, 2012	Jan 11, 2013 (37 d)
Timothy John Muilenburg	Hantz Financial Services, Inc. no RAUM	State Farm Investment Management Corp. asset manager	Other	Aug 29, 2012	Oct 24, 2024 (4439 d)
Russell William Strickler	Hantz Financial Services, Inc. no RAUM	Pnc Wealth Management other	Other	Jul 23, 2012	Aug 13, 2012
Kenneth Micheal Bieri	Hantz Financial Services, Inc. no RAUM	Oppenheimer & Co. Inc. other	Other	Jul 12, 2012	Jul 16, 2012
Chase Michael Carpenter	Hantz Financial Services, Inc. no RAUM	Ameriprise Financial Services, LLC national BD	Other	Jun 1, 2012	Jul 11, 2012 (40 d)
Maria Elizabeth Bongiovanni	Hantz Financial Services, Inc. no RAUM	Investment Research Corp other	Other	May 16, 2012	May 24, 2012
Jason Wayne Baird	Hantz Financial Services, Inc. no RAUM	Investment Research Corp other	Other	May 16, 2012	Jun 7, 2012
James A Clark	Hantz Financial Services, Inc. no RAUM	LPL Financial LLC other	Other	May 14, 2012	May 8, 2012
Sherrie Lynn Ingham	Hantz Financial Services, Inc. no RAUM	Leonard And Company other	Other	May 2, 2012	May 3, 2012
Nicholas Anthony Hawk	Hantz Financial Services, Inc. no RAUM	Leonard And Company other	Other	May 2, 2012	May 4, 2012
Daniel Scott Senica	Hantz Financial Services, Inc. no RAUM	Pnc Wealth Management other	Other	Apr 3, 2012	May 1, 2012
Todd Lawrence Schuster	Hantz Financial Services, Inc. no RAUM	Thrivent Investment Management Inc. other	Other	Feb 21, 2012	May 22, 2012 (91 d)
Justin Dene Streeter	Hantz Financial Services, Inc. no RAUM	Kalos Management other	Other	Oct 4, 2011	Oct 11, 2011
Marvin Andrew Riddle	Hantz Financial Services, Inc. no RAUM	Kalos Management other	Other	Oct 4, 2011	Oct 11, 2011
Aaron Christian Thierry	Hantz Financial Services, Inc. no RAUM	Oneamerica Securities, Inc. other	Other	Jul 14, 2011	Sep 13, 2011 (61 d)
Anthony Franklin Yuncker	Hantz Financial Services, Inc. no RAUM	Edward Jones national BD	Other	Jun 16, 2011	Aug 4, 2011 (49 d)
Shannon Kelly Klug	Hantz Financial Services, Inc. no RAUM	Cetera Advisors LLC other	Other	Jun 10, 2011	May 13, 2011
Henry Jay Guzzo	Hantz Financial Services, Inc. no RAUM	Cetera Advisors LLC other	Other	Jun 10, 2011	May 18, 2011
Jill Syracuse	Hantz Financial Services, Inc. no RAUM	Cetera Advisors LLC other	Other	Jun 10, 2011	May 13, 2011
James Richard Batey	Hantz Financial Services, Inc. no RAUM	Valic Financial Advisors, Inc. other	Other	Jun 6, 2011	Aug 18, 2011 (73 d)
Justin Phillip Hulett	Hantz Financial Services, Inc. no RAUM	LPL Financial LLC other	Other	Apr 18, 2011	Apr 29, 2011
Daniel Coye Weaver	Hantz Financial Services, Inc. no RAUM	Invest Financial Corporation other	Other	Mar 14, 2011	May 24, 2011 (71 d)
Jamie Lynn Wice	Hantz Financial Services, Inc. no RAUM	LPL Financial LLC other	Other	Feb 14, 2011	Mar 2, 2011
Patrick Allan Shope	Hantz Financial Services, Inc. no RAUM	Spc other	Other	Nov 13, 2003	Jan 12, 2006 (791 d)

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176 moves match.