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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Michael L Longo | Park Avenue Securities LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 20, 2026 | May 21, 2026 |
| Andrew Andreotta | Park Avenue Securities LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | May 20, 2026 | Apr 7, 2026 |
| Jeri Margolis Glazer | Park Avenue Securities LLC BD affiliated | Ip Financial Advisory Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 20, 2026 | May 22, 2026 |
| Dedrick L Adell | Park Avenue Securities LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | May 19, 2026 | May 5, 2026 |
| Daniel Bryan Spickard | Park Avenue Securities LLC BD affiliated | Global Retirement Partners LLC institutional | Other | May 15, 2026 | May 11, 2026 |
| John Richard Hensley | Park Avenue Securities LLC BD affiliated | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 15, 2026 | Jul 6, 2026 (52 d) |
| Jacob E Davis | Park Avenue Securities LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | May 15, 2026 | Aug 10, 2026 (87 d) |
| Ezekiel Zimmerman | Park Avenue Securities LLC BD affiliated | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 7, 2026 | May 5, 2026 |
| Sarah K Welch | Park Avenue Securities LLC BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | May 5, 2026 | Apr 30, 2026 |
| Austin Z Schneller | Park Avenue Securities LLC BD affiliated | Kpp Advisory Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 1, 2026 | May 22, 2026 |
| Christopher Glenn Knight | Park Avenue Securities LLC BD affiliated | Rockefeller Capital Management BD affiliated | Affiliated broker-dealer or bank to another | May 1, 2026 | Jun 3, 2026 (33 d) |
| Charles M Gonzalez | Park Avenue Securities LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 30, 2026 | May 21, 2026 |
| Lena Mccall Meredith | Park Avenue Securities LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Apr 30, 2026 | Apr 27, 2026 |
| Torey Bernard Franklin | Park Avenue Securities LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 30, 2026 | Jun 25, 2026 (56 d) |
| Dean Jacobs | Park Avenue Securities LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 30, 2026 | Apr 28, 2026 |
| Erin Dillon-Pasillas | Park Avenue Securities LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 30, 2026 | Apr 23, 2026 |
| Samuel Brennan Lingo | Park Avenue Securities LLC BD affiliated | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 22, 2026 | Apr 1, 2026 |
| Bonnie L Alvarez | Park Avenue Securities LLC BD affiliated | Pruco Securities, LLC no RAUM | Other | Apr 20, 2026 | Apr 27, 2026 |
| Tyler Matechak | Park Avenue Securities LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 20, 2026 | May 1, 2026 |
| Scott Christopher Anstine | Park Avenue Securities LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 9, 2026 | Apr 28, 2026 |
| Jenevieve J Lenz | Park Avenue Securities LLC BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 2, 2026 | Sep 4, 2026 (155 d) |
| Dustin Dean Jeschke | Park Avenue Securities LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 31, 2026 | Apr 10, 2026 |
| Joseph Thomas Pauwels | Park Avenue Securities LLC BD affiliated | Stifel, Nicolaus & Company, Incorporated national BD | Affiliated broker-dealer or bank to another | Mar 31, 2026 | Mar 23, 2026 |
| Alfonso Aguilar | Park Avenue Securities LLC BD affiliated | Advice And Planning Services BD affiliated | Affiliated broker-dealer or bank to another | Mar 26, 2026 | Apr 8, 2026 |
| Jonah Sebastian Callandret | Park Avenue Securities LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 23, 2026 | Mar 25, 2026 |
| Thomas Alex Broadbent | Park Avenue Securities LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 20, 2026 | Mar 16, 2026 |
| Julio Guemes | Park Avenue Securities LLC BD affiliated | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 19, 2026 | Apr 17, 2026 |
| Hunter Jake Stobaugh | Park Avenue Securities LLC BD affiliated | Mariner Independent independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 18, 2026 | Apr 17, 2026 |
| Louis Robert Runco | Park Avenue Securities LLC BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 17, 2026 | Feb 18, 2026 |
| Matthew Gaglio | Park Avenue Securities LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 16, 2026 | Mar 16, 2026 |
| Ka Eun Lee | Park Avenue Securities LLC BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 16, 2026 | Apr 20, 2026 (35 d) |
| Julianna Derisley | Park Avenue Securities LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 16, 2026 | Mar 23, 2026 |
| Jonathon E Dodd | Park Avenue Securities LLC BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 5, 2026 | Mar 3, 2026 |
| Andrew Douglas Laurin | Park Avenue Securities LLC BD affiliated | Mosley Wealth Management, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 5, 2026 | Apr 21, 2026 (47 d) |
| Jason L Wiggins | Park Avenue Securities LLC BD affiliated | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 2, 2026 | Mar 2, 2026 |
| Kristen Adelaide Fuhrman | Park Avenue Securities LLC BD affiliated | Vann Equity Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 28, 2026 | Apr 8, 2026 (39 d) |
| Timothy Nelson Hunt | Park Avenue Securities LLC BD affiliated | Gallagher Fiduciary Advisors, LLC institutional | Other | Feb 17, 2026 | Feb 11, 2026 |
| Lee M Daniels | Park Avenue Securities LLC BD affiliated | Titleist Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 17, 2026 | Feb 2, 2026 |
| Jeff T Dear | Park Avenue Securities LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 17, 2026 | Jun 17, 2026 (120 d) |
| Thomas Christian Tenaglia | Park Avenue Securities LLC BD affiliated | Gallagher Fiduciary Advisors, LLC institutional | Other | Feb 17, 2026 | Feb 11, 2026 |
| Matthew Carter Nerz | Park Avenue Securities LLC BD affiliated | Titleist Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 17, 2026 | Feb 2, 2026 |
| James Weldon Sartain | Park Avenue Securities LLC BD affiliated | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 17, 2026 | Feb 24, 2026 |
| Kerisha S Stewart | Park Avenue Securities LLC BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 6, 2026 | Feb 20, 2026 |
| Thanh Tran | Park Avenue Securities LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 6, 2026 | Jan 9, 2026 |
| Mason Coyle | Park Avenue Securities LLC BD affiliated | Legacy Wealth Management Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 6, 2026 | Mar 13, 2026 (35 d) |
| Mark Stephen Gustafson | Park Avenue Securities LLC BD affiliated | Prosperitas Financial, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 6, 2026 | Apr 9, 2026 (62 d) |
| John Christopher Strohman | Park Avenue Securities LLC BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 3, 2026 | Jan 30, 2026 |
| Shyam Ramachandran | Park Avenue Securities LLC BD affiliated | State Farm Investment Management Corp. asset manager | Other | Feb 2, 2026 | Feb 17, 2026 |
| Nicholas Joseph Amatulle | Park Avenue Securities LLC BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 31, 2026 | Feb 12, 2026 |
| Christo August Zgourides | Park Avenue Securities LLC BD affiliated | Redfish Capital independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 30, 2026 | Feb 11, 2026 |
| Jordan Darnell Ellerbe | Park Avenue Securities LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 30, 2026 | Jan 26, 2026 |
| Ana E Mckinley | Park Avenue Securities LLC BD affiliated | Jordan Financial Life Planning independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 21, 2026 | Mar 11, 2026 (49 d) |
| Griffin Meyer | Park Avenue Securities LLC BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 20, 2026 | Jan 29, 2026 |
| Nino Finnigan | Park Avenue Securities LLC BD affiliated | Esi Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 16, 2026 | Jan 9, 2026 |
| Nathaniel Jan Collier | Park Avenue Securities LLC BD affiliated | United Advisor Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 15, 2026 | Jan 13, 2026 |
| Kristen Riley Nielsen | Park Avenue Securities LLC BD affiliated | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 15, 2026 | Jan 5, 2026 |
| Steven Howell Eisner | Park Avenue Securities LLC BD affiliated | Esi Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 2, 2026 | Jan 23, 2026 |
| Alfredo Atencio | Park Avenue Securities LLC BD affiliated | Esi Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 2, 2026 | Jan 12, 2026 |
| William Jerome Dorsten | Park Avenue Securities LLC BD affiliated | Northwestern Mutual Investment Services,LLC no RAUM | Other | Dec 18, 2025 | Jan 26, 2026 (39 d) |
| Hye Joung Lee | Park Avenue Securities LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 17, 2025 | Dec 12, 2025 |
1,692 moves match.