Arrivals at Avantax Advisory Services

833 moves

Advisor	From	To	Type	Left	Registered
Michael Anthony Lizon	Ameriprise Financial Services, LLC national BD	Avantax Advisory Services other	Other	Mar 7, 2014	Feb 19, 2014
Beverly Patrick Whitman	Magdalein & Stratton Retirement Investment Strategies, LLC unclassified	Avantax Advisory Services other	Other	Mar 4, 2014	Apr 24, 2015 (416 d)
Laura Jennifer Reeves	Wells Fargo Advisors wirehouse	Avantax Advisory Services other	Other	Feb 28, 2014	Oct 15, 2014 (229 d)
Frank Stephen Freni	LPL Financial LLC other	Avantax Advisory Services other	Other	Feb 10, 2014	Mar 27, 2014 (45 d)
Cole Andrew Stevens	Ameriprise Financial Services, LLC national BD	Avantax Advisory Services other	Other	Jan 23, 2014	May 5, 2014 (102 d)
Lance Edward Modawell	Edward Jones national BD	Avantax Advisory Services other	Other	Jan 8, 2014	Jan 6, 2014
Patrick Edward Aaron	Pnc Wealth Management other	Avantax Advisory Services other	Other	Jan 6, 2014	Dec 20, 2013
Henry Harris	Sethi Tax And Wealth Advisors unclassified	Avantax Advisory Services other	Other	Dec 31, 2013	Feb 27, 2014 (58 d)
Daniel Clair Long	Raymond James Financial Services Advisors, Inc other	Avantax Advisory Services other	Other	Dec 19, 2013	Dec 17, 2013
Charles Chiu	Wells Fargo Advisors wirehouse	Avantax Advisory Services other	Other	Dec 2, 2013	Nov 27, 2013
Lisa Anne Furlong	Mayer, Moll & Associates unclassified	Avantax Advisory Services BD affiliated	Other	Dec 1, 2013	Mar 3, 2022 (3014 d)
Matthew James Meek	Korhorn Financial Group other	Avantax Advisory Services other	Other	Nov 19, 2013	Aug 12, 2013
Soojan Lodwick Shao	Ameriprise Financial Services, LLC national BD	Avantax Advisory Services other	Other	Nov 7, 2013	Apr 1, 2014 (145 d)
Nathan Ryan Bitner	J.P. Morgan Securities LLC wirehouse	Avantax Advisory Services other	Other	Oct 16, 2013	Feb 20, 2014 (127 d)
David Wayne Morley	Fsc Securities Corporation other	Avantax Advisory Services other	Other	Oct 3, 2013	Sep 16, 2013
John Thomas Drawdy	Woodstock Financial Group, Inc. other	Avantax Advisory Services other	Other	Sep 5, 2013	Sep 9, 2015 (734 d)
Alfonso Rocco Saverino	LPL Financial LLC other	Avantax Advisory Services other	Other	Jul 29, 2013	Aug 27, 2015 (759 d)
Thomas Daniel Pound	Edward Jones national BD	Avantax Advisory Services other	Other	Jul 25, 2013	May 2, 2014 (281 d)
Robert Brink Van Cleave	Transamerica Financial Advisors, LLC other	Avantax Advisory Services other	Other	Jul 5, 2013	May 5, 2015 (669 d)
Adam Hulen Crumpler	Strategic Advisers LLC national BD	Avantax Advisory Services other	Other	Jul 2, 2013	Mar 26, 2015 (632 d)
John Richard Fisher	Cetera Investment Advisers LLC other	Avantax Advisory Services other	Other	Jun 6, 2013	Jun 29, 2015 (753 d)
Michael Wade Greene	LPL Financial LLC other	Avantax Advisory Services other	Other	Apr 16, 2013	Mar 26, 2013
Jeanne M Helmar	Cambridge Investment Research Advisors, Inc. other	Avantax Advisory Services other	Other	Apr 9, 2013	Sep 27, 2013 (171 d)
Denissia Gordon	Edward Jones national BD	Avantax Advisory Services other	Other	Mar 7, 2013	Sep 20, 2013 (197 d)
Richard Anthony Ciuba	Edward Jones national BD	Avantax Advisory Services other	Other	Feb 28, 2013	Apr 1, 2013 (32 d)
Keary Lee Foster	New England Securities Corporation other	Avantax Advisory Services other	Other	Feb 7, 2013	Jan 31, 2013
Shannon M. Lipp	Pnc Wealth Management other	Avantax Advisory Services other	Other	Feb 1, 2013	Mar 14, 2013 (41 d)
William Fred Hancock	Ameriprise Financial Services, LLC national BD	Avantax Advisory Services other	Other	Jan 11, 2013	Nov 2, 2015 (1025 d)
Dennis Dale Holzwarth	Legacy Wealth Advisors, Inc. state registered	Avantax Advisory Services other	Other	Dec 31, 2012	Dec 11, 2012
Janette Leonora Bingham Davis	Uswcc Money, LLC unclassified	Avantax Advisory Services other	Other	Dec 31, 2012	Jun 9, 2015 (890 d)
Thomas Kevin Bowman	Nfp Advisor Services, LLC other	Avantax Advisory Services other	Other	Nov 8, 2012	Oct 22, 2012
Paul Gerard Jarvis	Asset & Financial Planning, Ltd other	Avantax Advisory Services other	Other	Nov 2, 2012	Oct 4, 2012
Richard Carl Sexton	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Avantax Advisory Services other	Other	Nov 1, 2012	Dec 20, 2012 (49 d)
David Russell St. John	Vsr Advisory Services other	Avantax Advisory Services other	Other	Oct 26, 2012	Oct 25, 2012
Gary A Wood	Cambridge Investment Research Advisors, Inc. other	Avantax Advisory Services other	Other	Oct 22, 2012	Oct 8, 2012
Christopher Debbini	MML Investors Services, LLC other	Avantax Advisory Services other	Other	Sep 17, 2012	Aug 19, 2013 (336 d)
Zahir N Noormohamed	1st Global Advisors Inc other	Avantax Advisory Services other	Other	Sep 10, 2012	Sep 6, 2012
Theresa Lynn Badgett	Brokersxpress LLC other	Avantax Advisory Services other	Other	Sep 10, 2012	Jul 8, 2014 (666 d)
Jacob Chant Roberie	1st Global Advisors Inc other	Avantax Advisory Services BD affiliated	Other	Sep 10, 2012	Nov 18, 2019 (2625 d)
Jacqueline Seena Zweig	Waddell & Reed other	Avantax Advisory Services other	Other	Aug 14, 2012	Aug 15, 2012
Michael Dean Hammen	Legacy Financial Group other	Avantax Advisory Services other	Other	Aug 9, 2012	Aug 3, 2012
Jonathan David Berman	Foresters Equity Services, Inc. other	Avantax Advisory Services other	Other	Aug 8, 2012	Jun 11, 2013 (307 d)
Arpi Vardanyan	Park Avenue Securities LLC other	Avantax Advisory Services other	Other	Jul 3, 2012	Jul 10, 2014 (737 d)
Brian G Phipps	Northwestern Mutual Investment Services,LLC other	Avantax Advisory Services other	Other	Jun 20, 2012	Feb 4, 2014 (594 d)
James Nicholas Volpe	Planmember Securities Corporation other	Avantax Advisory Services other	Other	Jun 5, 2012	Jun 6, 2012
Herman George Johnson	Morgan Stanley wirehouse	Avantax Advisory Services other	Other	Jun 4, 2012	May 22, 2012
Howard Slutsky	Ameriprise Financial Services, LLC national BD	Avantax Advisory Services other	Other	May 21, 2012	Sep 1, 2015 (1198 d)
Ben Richard Straley	First National Capital Markets, Inc. other	Avantax Advisory Services other	Other	May 14, 2012	Jun 8, 2012
Katherine Helen Schneider	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Avantax Advisory Services other	Other	Apr 19, 2012	Apr 12, 2012
Charmin Wu	Morgan Stanley wirehouse	Avantax Advisory Services other	Other	Mar 20, 2012	Mar 21, 2012
Matthew J Drehs	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Avantax Advisory Services other	Other	Feb 2, 2012	Feb 7, 2012
Anne Schimmel-Beck	Hbw Advisory Services LLC other	Avantax Advisory Services other	Other	Dec 31, 2011	Jun 17, 2015 (1264 d)
Janice Nadine Borsch	1st Global Advisors Inc other	Avantax Advisory Services other	Other	Dec 31, 2011	Mar 8, 2012 (68 d)
Michael Steven Mistretta	Cetera Advisor Networks LLC other	Avantax Advisory Services other	Other	Dec 14, 2011	Dec 8, 2011
Kerry Louise Lekas	Mfa Asset Management, LLC other	Avantax Advisory Services BD affiliated	Other	Dec 2, 2011	Sep 1, 2020 (3196 d)
David Robert Oneill	Wells Fargo Advisors wirehouse	Avantax Advisory Services other	Other	Nov 10, 2011	Jan 4, 2012 (55 d)
Daniel William Leatherman	Global Brokerage Services, Inc. independent RIA	Avantax Advisory Services other	Other	Oct 10, 2011	Aug 15, 2012 (310 d)
Toni Leigh Drapkin	Edward Jones national BD	Avantax Advisory Services other	Other	Oct 7, 2011	Feb 2, 2012 (118 d)
Eric James Viavattene	Madison Avenue Securities, LLC other	Avantax Advisory Services other	Other	Sep 6, 2011	Oct 27, 2011 (51 d)
Christian Paul Frederiksen	Frederiksen-Crawford Financial Advisors, LLC unclassified	Avantax Advisory Services BD affiliated	Other	Aug 22, 2011	Oct 25, 2019 (2986 d)

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