Advisor moves

Arrivals at Avantax Advisory Services

833 moves
AdvisorFromToTypeLeftRegistered
Lisa Rene CallowayWells Fargo Advisors wirehouseAvantax Advisory Services otherOtherOct 2, 2015Sep 18, 2015
Jimmy D EpleyTransamerica Financial Advisors, LLC otherAvantax Advisory Services otherOtherSep 28, 2015Sep 22, 2015
Laura Ann RasmussenMorgan Stanley wirehouseAvantax Advisory Services otherOtherSep 22, 2015Sep 23, 2015
David Mark CharnotPrimerica Advisors national BDAvantax Advisory Services otherOtherSep 4, 2015Sep 2, 2015
Timothy Paul EvansBison Wealth, LLC otherAvantax Advisory Services otherOtherAug 25, 2015Jun 15, 2016 (295 d)
Brian Scott SurafLPL Financial LLC otherAvantax Advisory Services BD affiliatedOtherAug 11, 2015Jan 10, 2022 (2344 d)
Jay Adam RubmanSantander Securities otherAvantax Advisory Services otherOtherAug 5, 2015Feb 24, 2016 (203 d)
Ari - Ville UusimakiSagepoint Financial, Inc. otherAvantax Advisory Services otherOtherJul 24, 2015Jul 13, 2015
James Timothy HickeyRiverrock Asset Management LLC asset managerAvantax Advisory Services otherOtherJul 23, 2015Jul 18, 2017 (726 d)
Francesco BiasiTransamerica Financial Advisors, LLC otherAvantax Advisory Services otherOtherJul 17, 2015Jul 1, 2015
Jay Woojae KangFsc Securities Corporation otherAvantax Advisory Services otherOtherJul 15, 2015Jul 10, 2015
George ZaharopoulosMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAvantax Advisory Services otherOtherJul 13, 2015Aug 18, 2015 (36 d)
Jeffrey David NagelOppenheimer & Co. Inc. otherAvantax Advisory Services BD affiliatedOtherJul 6, 2015Jul 28, 2021 (2214 d)
Grace Chong KimFsc Securities Corporation otherAvantax Advisory Services otherOtherJul 1, 2015Jun 26, 2015
Eva HooperEdward Jones national BDAvantax Advisory Services BD affiliatedAffiliated broker-dealer or bank to anotherJun 5, 2015Dec 12, 2022 (2747 d)
Vladislav ZagranichnyCommonwealth Financial Network national BDAvantax Advisory Services otherOtherJun 3, 2015Jul 14, 2015 (41 d)
Tiffany Elise TippinsCreative Financial Designs, Inc. otherAvantax Advisory Services otherOtherMay 29, 2015Jun 9, 2015
Michael S. LicitraEquitable Advisors, LLC national BDAvantax Advisory Services BD affiliatedAffiliated broker-dealer or bank to anotherMay 19, 2015Aug 6, 2021 (2271 d)
Dana Eric WeddleBok Financial Advisors otherAvantax Advisory Services otherOtherMay 18, 2015Mar 21, 2017 (673 d)
Kevin Christopher MurphyEquitable Advisors, LLC national BDAvantax Advisory Services otherOtherMay 13, 2015May 13, 2015
Tripp Crawford HaleMoney Professionals, LLC otherAvantax Advisory Services otherOtherApr 22, 2015Sep 22, 2015 (153 d)
Marilyn Leslie MilneUsaa Financial Planning Services no RAUMAvantax Advisory Services otherOtherApr 7, 2015Dec 17, 2015 (254 d)
Colleen S. KrcelichMML Investors Services, LLC otherAvantax Advisory Services otherOtherApr 2, 2015Apr 29, 2015
Brent Christopher EugenidesPark Avenue Securities LLC otherAvantax Advisory Services otherOtherMar 23, 2015Aug 25, 2015 (155 d)
Timur Valeriy MezhlumovMML Investors Services, LLC otherAvantax Advisory Services otherOtherMar 5, 2015Mar 2, 2015
David Neftali AcostaUsaa Financial Planning Services no RAUMAvantax Advisory Services otherOtherFeb 19, 2015Mar 25, 2015 (34 d)
James Patrick RichterPt Asset Management, LLC otherAvantax Advisory Services otherOtherJan 26, 2015Jul 29, 2015 (184 d)
James V AnzaCommonwealth Financial Network national BDAvantax Advisory Services BD affiliatedAffiliated broker-dealer or bank to anotherJan 6, 2015Sep 24, 2024 (3549 d)
Jeffrey Lawrence WatsonWealthcare Financial Group, LLC state registeredAvantax Advisory Services BD affiliatedOtherDec 31, 2014Oct 25, 2019 (1759 d)
Richard Charles LacavaCommonwealth Financial Network national BDAvantax Advisory Services otherOtherDec 23, 2014Jan 26, 2015 (34 d)
Paul Joseph MianulliCambridge Investment Research Advisors, Inc. otherAvantax Advisory Services otherOtherDec 23, 2014Dec 19, 2014
Raymond Alexander ReynoldsQuest Capital Strategies, Inc. otherAvantax Advisory Services otherOtherDec 18, 2014Jan 9, 2015
Jennifer Robin RoseTransamerica Financial Advisors, LLC otherAvantax Advisory Services otherOtherDec 2, 2014Jun 3, 2015 (183 d)
Gabriel SandlerSpc otherAvantax Advisory Services otherOtherDec 1, 2014Sep 1, 2016 (640 d)
Allen Harold Bloomgren1st Global Advisors Inc otherAvantax Advisory Services otherOtherNov 17, 2014Nov 17, 2014
Justine Donna ElieTd Ameritrade, Inc. no RAUMAvantax Advisory Services otherOtherNov 6, 2014Feb 5, 2016 (456 d)
Bimal Kumar GuptaQuest Capital Strategies, Inc. otherAvantax Advisory Services otherOtherOct 31, 2014Oct 7, 2015 (341 d)
Brian K. JonesGenerational Wealth Advisors otherAvantax Advisory Services otherOtherOct 27, 2014Oct 27, 2016 (731 d)
Richard ZyczkiewiczCetera Investment Advisers LLC otherAvantax Advisory Services otherOtherOct 17, 2014Oct 9, 2014
Terry Lucas MintonGenwealth Financial Advisors, LLC unclassifiedAvantax Advisory Services otherOtherOct 3, 2014Aug 27, 2014
Walter Jeffrey CottonLPL Financial LLC otherAvantax Advisory Services otherOtherSep 22, 2014Sep 12, 2014
Kenneth Allan DemarcoInvesco Advisers, Inc. otherAvantax Advisory Services otherOtherSep 16, 2014Nov 24, 2015 (434 d)
Joseph T AverettWfg Advisors, LP otherAvantax Advisory Services otherOtherSep 10, 2014Aug 24, 2015 (348 d)
Eric Alan SandsNext Financial Group, Inc. otherAvantax Advisory Services otherOtherSep 4, 2014Sep 19, 2014
Randall Lee TepattiNext Financial Group, Inc. otherAvantax Advisory Services otherOtherSep 4, 2014Aug 27, 2014
Carolyn Leticia MoraCetera Investment Advisers LLC otherAvantax Advisory Services otherOtherSep 4, 2014Aug 27, 2014
Justin Keith KiddyNew England Securities Corporation otherAvantax Advisory Services otherOtherAug 29, 2014Aug 19, 2014
Walter Royal McdanielNext Financial Group, Inc. otherAvantax Advisory Services otherOtherAug 26, 2014Aug 15, 2014
Benjamin Paul ZagorskiArcher Investment Corporation otherAvantax Advisory Services otherOtherAug 15, 2014Aug 13, 2014
Charles Burch JrWaddell & Reed otherAvantax Advisory Services otherOtherAug 12, 2014Aug 1, 2014
Samuel James AngeloPower Wealth Management LLC unclassifiedAvantax Advisory Services BD affiliatedOtherJul 17, 2014Oct 25, 2019 (1926 d)
Kevin Peter DolphinPark Avenue Securities LLC otherAvantax Advisory Services otherOtherJul 7, 2014Jun 23, 2014
H Dale GoembelLPL Financial LLC otherAvantax Advisory Services otherOtherJun 26, 2014Jun 3, 2016 (708 d)
Joshua Paul IngramEdward Jones national BDAvantax Advisory Services otherOtherMay 5, 2014May 1, 2014
Randall Wayne VantassellTransamerica Financial Advisors, LLC otherAvantax Advisory Services otherOtherMay 1, 2014May 1, 2014
Patrick A KimbroughLPL Financial LLC otherAvantax Advisory Services otherOtherMay 1, 2014Apr 25, 2014
Matthew Anthony TullyClearbridge Investments, LLC otherAvantax Advisory Services otherOtherApr 11, 2014Nov 4, 2014 (207 d)
Kevin Durrelle HaggardFifth Third Securities, Inc. otherAvantax Advisory Services otherOtherMar 28, 2014Oct 14, 2014 (200 d)
Thomas Joseph HarkinsEquitable Advisors, LLC national BDAvantax Advisory Services otherOtherMar 20, 2014Mar 27, 2014
Bret HackettStrategic Advisers LLC national BDAvantax Advisory Services otherOtherMar 12, 2014Apr 11, 2014
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