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
John Edward BradyPark Avenue Securities LLC BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 15, 2025Feb 4, 2026 (51 d)
William J CarverPark Avenue Securities LLC BD affiliatedTransamerica Retirement Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 8, 2025Dec 17, 2025
Walter James BrownPark Avenue Securities LLC BD affiliatedLPL Enterprise, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 8, 2025Dec 1, 2025
Elijah Mason CulleyPark Avenue Securities LLC BD affiliatedAj Advisors independent RIAAffiliated broker-dealer or bank to independent RIADec 8, 2025Dec 9, 2025
Bryan Thomas KavanaughPark Avenue Securities LLC BD affiliatedEdward Jones national BDAffiliated broker-dealer or bank to anotherNov 30, 2025Dec 5, 2025
Ethan MoorePark Avenue Securities LLC BD affiliatedCetera Investment Advisers LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 30, 2025Feb 10, 2026 (72 d)
Lynn Meredith BrabanPark Avenue Securities LLC BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 19, 2025Nov 12, 2025
Jaymes Bonnell TorokPark Avenue Securities LLC BD affiliatedVoya Financial Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 17, 2025Nov 12, 2025
Lauren AylmerPark Avenue Securities LLC BD affiliatedAmeriprise Financial Services, LLC national BDAffiliated broker-dealer or bank to anotherNov 17, 2025Nov 25, 2025
Lindie RheederPark Avenue Securities LLC BD affiliatedMai Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 6, 2025Feb 12, 2026 (98 d)
Brianna Nicole KingPark Avenue Securities LLC BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseNov 3, 2025Nov 7, 2025
Jenny PetiotePark Avenue Securities LLC BD affiliatedPruco Securities, LLC no RAUMOtherOct 31, 2025Mar 16, 2026 (136 d)
Haiqing ChenPark Avenue Securities LLC BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseOct 31, 2025Nov 25, 2025
Jacob Hunter LebaronPark Avenue Securities LLC BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 31, 2025Oct 20, 2025
Zainab RizviPark Avenue Securities LLC BD affiliatedAlliancebernstein L.P. asset managerOtherOct 31, 2025Nov 5, 2025
Alex KavazisPark Avenue Securities LLC BD affiliatedOppenheimer & Co. Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 31, 2025Jan 21, 2026 (82 d)
George Jl LiPark Avenue Securities LLC BD affiliatedJ.P. Morgan Securities LLC wirehouseAffiliated broker-dealer or bank to wirehouseOct 16, 2025Nov 10, 2025
Thomas M KennyPark Avenue Securities LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseSep 30, 2025Sep 22, 2025
Chase Tyler ScottPark Avenue Securities LLC BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 19, 2025Oct 2, 2025
Kevin JaffePark Avenue Securities LLC BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseSep 19, 2025Sep 22, 2025
Jacob Scot LambPark Avenue Securities LLC BD affiliatedU.S. Bancorp Investments, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherSep 16, 2025Sep 30, 2025
Christopher WalkerPark Avenue Securities LLC BD affiliatedTd Private Client Wealth LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 15, 2025Sep 25, 2025
Zachary FuldPark Avenue Securities LLC BD affiliatedEsi Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIASep 5, 2025Sep 11, 2025
Ryan Michael SakowichPark Avenue Securities LLC BD affiliatedAmeriprise Financial Services, LLC national BDAffiliated broker-dealer or bank to anotherSep 5, 2025Aug 29, 2025
Geovanni BennettPark Avenue Securities LLC BD affiliatedJ.P. Morgan Securities LLC wirehouseAffiliated broker-dealer or bank to wirehouseSep 5, 2025Nov 5, 2025 (61 d)
Chintan Manan MehtaPark Avenue Securities LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseSep 2, 2025Apr 24, 2026 (234 d)
Ionatan PopPark Avenue Securities LLC BD affiliatedEmerson Equity LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 20, 2025Aug 14, 2025
Alex Michael PerriconePark Avenue Securities LLC BD affiliatedA.M. Perricone LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserAug 15, 2025Aug 13, 2025
Matthew FazendeiroPark Avenue Securities LLC BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 15, 2025Aug 18, 2025
Andrew TalleyPark Avenue Securities LLC BD affiliatedEp Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 15, 2025Sep 16, 2025 (32 d)
Patrick J HolmayPark Avenue Securities LLC BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 6, 2025Aug 1, 2025
Daniel Andrew TaylorPark Avenue Securities LLC BD affiliatedCambridge Investment Research Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 6, 2025Aug 4, 2025
Joshua Mark KetchiePark Avenue Securities LLC BD affiliatedCambridge Investment Research Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 6, 2025Aug 6, 2025
Lisa M ArnoldPark Avenue Securities LLC BD affiliatedCambridge Investment Research Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 6, 2025Aug 6, 2025
John E JacobsonPark Avenue Securities LLC BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 5, 2025Aug 1, 2025
Vladimir KulenovicPark Avenue Securities LLC BD affiliatedLPL Enterprise, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 5, 2025Jul 21, 2025
Bryan Wesley DellingerPark Avenue Securities LLC BD affiliatedThrivent Investment Management Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJul 31, 2025Aug 22, 2025
Kyle RyanPark Avenue Securities LLC BD affiliatedEdward Jones national BDAffiliated broker-dealer or bank to anotherJul 31, 2025Aug 11, 2025
John Robert BartlettPark Avenue Securities LLC BD affiliatedCetera Investment Advisers LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 31, 2025Sep 22, 2025 (53 d)
Drew Richard WennesPark Avenue Securities LLC BD affiliatedAmeriprise Financial Services, LLC national BDAffiliated broker-dealer or bank to anotherJul 31, 2025Aug 7, 2025
Ian KellerPark Avenue Securities LLC BD affiliatedBaron Silver Stevens Financial Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 31, 2025Sep 3, 2025 (34 d)
Amanda Marie WeesePark Avenue Securities LLC BD affiliatedCetera Investment Advisers LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 24, 2025Jul 3, 2025
Andrew Thomas RobersonPark Avenue Securities LLC BD affiliatedEmerson Equity LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 18, 2025Aug 11, 2025
Kyle KnechtPark Avenue Securities LLC BD affiliatedRaymond James & Associates, Inc. national BDAffiliated broker-dealer or bank to anotherJul 16, 2025Aug 1, 2025
Tanya Marie TorresPark Avenue Securities LLC BD affiliatedSchwab Wealth Advisory, Inc. no RAUMOtherJul 15, 2025Aug 19, 2025 (35 d)
Paige YeomansPark Avenue Securities LLC BD affiliatedForvis Mazars Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 15, 2025Aug 15, 2025 (31 d)
Stephen Panos KeshishianPark Avenue Securities LLC BD affiliatedTrajan Wealth, L.L.C. independent RIAAffiliated broker-dealer or bank to independent RIAJul 2, 2025Aug 6, 2025 (35 d)
Ethan SamuelsPark Avenue Securities LLC BD affiliatedEagle Strategies LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 1, 2025Aug 5, 2025 (35 d)
Joseph PriorePark Avenue Securities LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJun 26, 2025Aug 20, 2025 (55 d)
Constantine Louis KartsimasPark Avenue Securities LLC BD affiliatedEdelman Financial Engines independent RIAAffiliated broker-dealer or bank to independent RIAJun 23, 2025Jul 15, 2025
George Anthony LouresPark Avenue Securities LLC BD affiliatedNuveen Asset Management, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAJun 16, 2025Sep 11, 2025 (87 d)
Paul J LarouPark Avenue Securities LLC BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 16, 2025Jun 17, 2025
Andrew Dixon DavenportPark Avenue Securities LLC BD affiliatedQuest 10 Wealth Builders, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJun 16, 2025Jul 2, 2025
Amber M AmidonPark Avenue Securities LLC BD affiliatedPrincipal Asset Management otherOtherJun 13, 2025Jul 10, 2025
Alan S JutcaPark Avenue Securities LLC BD affiliatedMariner BD affiliatedAffiliated broker-dealer or bank to anotherJun 2, 2025Jun 4, 2025
Thomas Lamont ColemanPark Avenue Securities LLC BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 2, 2025May 27, 2025
Christopher Pace CastlemanPark Avenue Securities LLC BD affiliatedUBS Financial Services Inc. wirehouseAffiliated broker-dealer or bank to wirehouseJun 2, 2025Jun 13, 2025
Christopher VogelPark Avenue Securities LLC BD affiliatedStrategic Advisers LLC national BDAffiliated broker-dealer or bank to anotherJun 2, 2025Jul 21, 2025 (49 d)
Samuel EilbaumPark Avenue Securities LLC BD affiliatedChemistry Wealth Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 31, 2025Jun 12, 2025
Eric E LirianoPark Avenue Securities LLC BD affiliatedLiriano Wealth Advisory Group, LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserMay 29, 2025Jul 7, 2025 (39 d)
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1,692 moves match.