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 Park Avenue Securities LLC

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
Johnny Lee MeadorPark Avenue Securities LLC BD affiliatedEquitable Advisors, LLC national BDAffiliated broker-dealer or bank to anotherSep 15, 2026Sep 8, 2026
Deyanily Maria WyckoffPark Avenue Securities LLC BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 2, 2026Sep 15, 2026
Colin Ryan PrestesaterPark Avenue Securities LLC BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 31, 2026Aug 24, 2026
Alfred Michael AbbamontePark Avenue Securities LLC BD affiliatedLPL Enterprise, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 27, 2026Aug 28, 2026
Edward Adam FedukePark Avenue Securities LLC BD affiliatedCetera Investment Advisers LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 21, 2026Aug 19, 2026
Aidan Joseph ShafferPark Avenue Securities LLC BD affiliatedKey Investment Services LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 20, 2026Aug 28, 2026
Francis M EvansPark Avenue Securities LLC BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 19, 2026Aug 21, 2026
Benjamin J. SartinPark Avenue Securities LLC BD affiliatedThe Planners Inc. state registeredAffiliated broker-dealer or bank to a state-registered adviserAug 18, 2026Aug 26, 2026
Joshua D NardiPark Avenue Securities LLC BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseAug 18, 2026Sep 2, 2026
Malcolm MigoyaPark Avenue Securities LLC BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseAug 18, 2026Sep 3, 2026
James David LeathermanPark Avenue Securities LLC BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 17, 2026Aug 6, 2026
Anne Maleva ChamberlainPark Avenue Securities LLC BD affiliatedMoney Concepts Advisory Service BD affiliatedAffiliated broker-dealer or bank to anotherAug 17, 2026Aug 3, 2026
Samuel PacelliPark Avenue Securities LLC BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 17, 2026Aug 20, 2026
Seth William HowardPark Avenue Securities LLC BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 17, 2026Aug 14, 2026
Van A EwingPark Avenue Securities LLC BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 14, 2026Aug 20, 2026
Paul B EllisPark Avenue Securities LLC BD affiliatedThe Ameriflex Group BD affiliatedAffiliated broker-dealer or bank to anotherAug 14, 2026Aug 10, 2026
Charles F RussPark Avenue Securities LLC BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 14, 2026Aug 25, 2026
Christopher William MartinezPark Avenue Securities LLC BD affiliatedSpc BD affiliatedAffiliated broker-dealer or bank to anotherAug 13, 2026Aug 10, 2026
David Brandon CottrellPark Avenue Securities LLC BD affiliatedJ. W. Cole Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 6, 2026Aug 5, 2026
Michael Steven HuskeyPark Avenue Securities LLC BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 6, 2026Jul 31, 2026
Benjamin Bernd FoggPark Avenue Securities LLC BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 6, 2026Jul 31, 2026
John P PenneyPark Avenue Securities LLC BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseAug 6, 2026Aug 19, 2026
John Patrick WilderPark Avenue Securities LLC BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 5, 2026Jul 31, 2026
Brandon Russell WilsonPark Avenue Securities LLC BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 4, 2026Aug 4, 2026
Matthew JellisonPark Avenue Securities LLC BD affiliatedGunderson Capital Management independent RIAAffiliated broker-dealer or bank to independent RIAJul 31, 2026Aug 14, 2026
Toby DyerPark Avenue Securities LLC BD affiliatedUsaa Investment Services Company no RAUMOtherJul 31, 2026Aug 19, 2026
Joshua A DelongPark Avenue Securities LLC BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 31, 2026Aug 4, 2026
Michael Patrick CoverPark Avenue Securities LLC BD affiliatedNations Financial Group, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJul 31, 2026Aug 3, 2026
David M LiebermanPark Avenue Securities LLC BD affiliatedAmeritas Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 27, 2026Jul 13, 2026
Alexander Nicholas FelliosPark Avenue Securities LLC BD affiliatedUsaa Investment Services Company no RAUMOtherJul 24, 2026Jul 28, 2026
Kevin Patrick WooleyhanPark Avenue Securities LLC BD affiliatedPrincipal Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJul 21, 2026Jul 17, 2026
Brandon David GoldbergPark Avenue Securities LLC BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseJul 20, 2026Aug 28, 2026 (39 d)
Gerardo Josue CastilloPark Avenue Securities LLC BD affiliatedLPL Enterprise, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 15, 2026Jul 16, 2026
Fredric Dana KaplanPark Avenue Securities LLC BD affiliatedSpiderrock Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 15, 2026Jul 13, 2026
Maximilian Thomas NettesheimPark Avenue Securities LLC BD affiliatedStrategic Advisers LLC national BDAffiliated broker-dealer or bank to anotherJul 9, 2026Aug 28, 2026 (50 d)
Stuart Fontaine ThomasPark Avenue Securities LLC BD affiliatedAdvice And Planning Services BD affiliatedAffiliated broker-dealer or bank to anotherJul 8, 2026Jul 17, 2026
Benjamin Josef AdamsPark Avenue Securities LLC BD affiliatedLPL Enterprise, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 7, 2026Jul 6, 2026
Cody DollyPark Avenue Securities LLC BD affiliatedMercer Global Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJul 2, 2026Jul 30, 2026
Jody R BrownPark Avenue Securities LLC BD affiliatedPrincipal Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJul 1, 2026Jun 30, 2026
Adam S GreensteinPark Avenue Securities LLC BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 30, 2026Jun 30, 2026
Jed Spar GoldbergPark Avenue Securities LLC BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 30, 2026Jun 30, 2026
Brent Alan WalkerPark Avenue Securities LLC BD affiliatedFarmers Asset Management, LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserJun 30, 2026Sep 2, 2026 (64 d)
Daniel A DambroffPark Avenue Securities LLC BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 30, 2026Jun 30, 2026
John S FosterPark Avenue Securities LLC BD affiliatedIndependent Financial Group, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 22, 2026Jun 18, 2026
Kurt RahePark Avenue Securities LLC BD affiliatedAllstate Financial Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 18, 2026Jul 2, 2026
David Wayne SpeckmanPark Avenue Securities LLC BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 16, 2026Jun 18, 2026
Corey SchraderPark Avenue Securities LLC BD affiliatedLPL Enterprise, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 16, 2026May 26, 2026
Bernard SchonfeldPark Avenue Securities LLC BD affiliatedSchonfeld Wealth Management, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserJun 15, 2026Jun 8, 2026
Heather Rose SchultzPark Avenue Securities LLC BD affiliatedKey Investment Services LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 15, 2026Jun 30, 2026
Andrew James GillilandPark Avenue Securities LLC BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 15, 2026Jul 2, 2026
Cole PalmeriPark Avenue Securities LLC BD affiliatedAmeriprise Financial Services, LLC national BDAffiliated broker-dealer or bank to anotherJun 15, 2026Jun 17, 2026
Shmuel BeckermanPark Avenue Securities LLC BD affiliatedSchonfeld Wealth Management, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserJun 11, 2026Jun 8, 2026
Zachary Eli MageePark Avenue Securities LLC BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 4, 2026Jul 1, 2026
Cameron LeePark Avenue Securities LLC BD affiliatedAmeriprise Financial Services, LLC national BDAffiliated broker-dealer or bank to anotherJun 4, 2026Jul 2, 2026
Reed R HoguePark Avenue Securities LLC BD affiliatedEvercurrent Wealth Management state registeredAffiliated broker-dealer or bank to a state-registered adviserJun 1, 2026Jun 1, 2026
Jonas Byron TrippPark Avenue Securities LLC BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseMay 31, 2026Jun 8, 2026
Christopher ZajdzinskiPark Avenue Securities LLC BD affiliatedCorecap Advisors BD affiliatedAffiliated broker-dealer or bank to anotherMay 29, 2026Jul 8, 2026 (40 d)
Eric Weihao LuongPark Avenue Securities LLC BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseMay 29, 2026Jun 3, 2026
Connor MawnPark Avenue Securities LLC BD affiliatedEmpower Advisory Group, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 29, 2026Jul 1, 2026 (33 d)
Michael L LongoPark Avenue Securities LLC BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 20, 2026May 21, 2026
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1,689 moves match.