DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Avantax Advisory Services

833 moves
AdvisorFromToTypeLeftRegistered
Tanner LemasterWaddell & Reed otherAvantax Advisory Services otherOtherAug 16, 2011Jul 3, 2013 (687 d)
William Albert FergusonValic Financial Advisors, Inc. otherAvantax Advisory Services otherOtherJul 18, 2011Feb 28, 2017 (2052 d)
Domenico DimaioMorgan Stanley wirehouseAvantax Advisory Services otherOtherJun 27, 2011Aug 31, 2011 (65 d)
Daniel MachadoTd Ameritrade Investment Management, LLC otherAvantax Advisory Services otherOtherJun 16, 2011Jul 9, 2013 (754 d)
Robert Lawrence BohliInvestment Professionals, Inc. otherAvantax Advisory Services otherOtherJun 2, 2011Jan 11, 2013 (589 d)
Gregory VitaleAsset & Financial Planning, Ltd otherAvantax Advisory Services otherOtherMay 20, 2011Sep 14, 2012 (483 d)
Sean PowerAllspring Funds Management, LLC otherAvantax Advisory Services otherOtherMay 19, 2011Jun 22, 2011 (34 d)
Philip Andrew MooberryMorgan Stanley wirehouseAvantax Advisory Services otherOtherApr 19, 2011Apr 1, 2011
Gary Richard Loduca1st Global Advisors Inc otherAvantax Advisory Services otherOtherFeb 25, 2011Mar 31, 2011 (34 d)
Paul Alexander GregersonWaddell & Reed otherAvantax Advisory Services otherOtherFeb 18, 2011Mar 10, 2011
Carol Jeanette PipitoneMorgan Stanley wirehouseAvantax Advisory Services otherOtherFeb 11, 2011May 26, 2011 (104 d)
Troy Alan KeelEdward Jones national BDAvantax Advisory Services otherOtherFeb 3, 2011Mar 1, 2011
Diego German VallotaJ.P. Morgan Securities LLC wirehouseAvantax Advisory Services otherOtherJan 28, 2011Feb 8, 2011
Robert Lawrence RiesenbeckSpc otherAvantax Advisory Services otherOtherJan 12, 2011Jan 12, 2011
Steven Paul HansenInvestment Centers Of America, Inc. otherAvantax Advisory Services otherOtherDec 31, 2010Nov 4, 2013 (1039 d)
Barbara Weber VincentAmeritas Advisory Services otherAvantax Advisory Services otherOtherDec 31, 2010Jul 21, 2011 (202 d)
Terrill Martin JannsenJannsen Wealth Management, S.C. unclassifiedAvantax Advisory Services BD affiliatedOtherDec 31, 2010Oct 25, 2019 (3220 d)
Timothy Smith SoltWss Financial Services, Ltd unclassifiedAvantax Advisory Services BD affiliatedOtherDec 31, 2010Oct 25, 2019 (3220 d)
Ryan Scott StrangeSunset Financial Services, Inc. otherAvantax Advisory Services otherOtherDec 31, 2010Jan 9, 2014 (1105 d)
David W BrileyChase Investment Services Corp. otherAvantax Advisory Services otherOtherDec 14, 2010Aug 17, 2012 (612 d)
Brett Douglas BoganVoya Financial Advisors, Inc. otherAvantax Advisory Services otherOtherDec 6, 2010Jun 15, 2011 (191 d)
Andrew Joseph AshWells Fargo Investments, LLC unclassifiedAvantax Advisory Services otherOtherNov 24, 2010Nov 23, 2010
Steven Anthony HendersonUnion Financial Advisors, Inc. unclassifiedAvantax Advisory Services BD affiliatedOtherNov 2, 2010Oct 25, 2019 (3279 d)
Grover Edward StultsEagle Strategies LLC otherAvantax Advisory Services otherOtherOct 18, 2010Sep 29, 2010
Jason Bradley ReddittSynergy Investment Group, LLC otherAvantax Advisory Services otherOtherSep 30, 2010Sep 30, 2010
James Joseph MahoneyLPL Financial LLC otherAvantax Advisory Services otherOtherSep 27, 2010Sep 16, 2010
Mahmoud Kwamina HantourNationwide Securities, LLC no RAUMAvantax Advisory Services BD affiliatedOtherAug 4, 2010Aug 25, 2021 (4039 d)
Larry David FarishHancock Whitney Investment Services Inc. otherAvantax Advisory Services otherOtherJul 2, 2010Aug 17, 2010 (46 d)
Jeffrey Lee BirnbaumAmeriprise Financial Services, LLC national BDAvantax Advisory Services BD affiliatedAffiliated broker-dealer or bank to anotherJun 30, 2010Jul 23, 2021 (4041 d)
Kenneth Robert PicernoMoney Concepts Advisory Service otherAvantax Advisory Services otherOtherMay 26, 2010Aug 25, 2010 (91 d)
Christopher Matthew ParksEquitable Advisors, LLC national BDAvantax Advisory Services otherOtherMay 13, 2010Jun 4, 2010
Matthew James BerryStrategiq Financial Group, LLC otherAvantax Advisory Services otherOtherMay 3, 2010Jul 8, 2010 (66 d)
Derek Angelo ButlerEsi Financial Advisors otherAvantax Advisory Services BD affiliatedOtherApr 24, 2010Apr 9, 2018 (2907 d)
Cheryl Lynn SewardTd Wealth Management Services Inc. unclassifiedAvantax Advisory Services BD affiliatedOtherMar 11, 2010Sep 14, 2021 (4205 d)
Trent Terrell RiddleNorthwestern Mutual Investment Services,LLC otherAvantax Advisory Services otherOtherMar 3, 2010Mar 16, 2010
George Greene RossMcnally Financial Services Corporation state registeredAvantax Advisory Services otherOtherFeb 23, 2010Sep 13, 2010 (202 d)
Allen Webster DillaireCetera Investment Advisers LLC otherAvantax Advisory Services otherOtherFeb 11, 2010Feb 18, 2010
Mark Brendan SumnerAllegiant Financial Advisors, LLC state registeredAvantax Advisory Services otherOtherJan 27, 2010Apr 6, 2010 (69 d)
Robert Bryan CannonQueens Oak Advisors otherAvantax Advisory Services otherOtherJan 22, 2010Jan 12, 2010
Janice Lynn BradyWaddell & Reed otherAvantax Advisory Services otherOtherJan 22, 2010Jan 15, 2010
Michael TsiaklidesCutter & Company, Inc. otherAvantax Advisory Services otherOtherDec 31, 2009Jan 25, 2010
James Edward WilsonWoodbury Financial Services, Inc. otherAvantax Advisory Services otherOtherDec 31, 2009Feb 18, 2010 (49 d)
Cameron Michael ClarkCentaurus Financial, Inc. otherAvantax Advisory Services otherOtherDec 17, 2009Sep 19, 2011 (641 d)
Lindsey Elise BoriackChase Investment Services Corp. otherAvantax Advisory Services BD affiliatedOtherNov 20, 2009Feb 1, 2024 (5186 d)
Jonathan Drew CohenCetera Investment Advisers LLC otherAvantax Advisory Services otherOtherNov 16, 2009Nov 30, 2009
William SpruillAmeriprise Financial Services, LLC national BDAvantax Advisory Services otherOtherOct 7, 2009Feb 13, 2017 (2686 d)
Jeremy Justin GatesCharles Schwab & Co., Inc. national BDAvantax Advisory Services BD affiliatedAffiliated broker-dealer or bank to anotherSep 25, 2009Dec 13, 2023 (5192 d)
Kyle Eugene BellWaddell & Reed otherAvantax Advisory Services otherOtherSep 18, 2009Nov 12, 2009 (55 d)
Teddy K HallowsHallows, Teddy K unclassifiedAvantax Advisory Services otherOtherSep 15, 2009Sep 15, 2009
John Gary HamiltonMorgan Keegan & Company, LLC otherAvantax Advisory Services otherOtherSep 15, 2009Sep 18, 2009
Courtney James BurnWells Fargo Advisors wirehouseAvantax Advisory Services otherOtherSep 2, 2009Sep 3, 2009
Margery Snell BirkedalAmeriprise Advisor Services, Inc. unclassifiedAvantax Advisory Services otherOtherAug 25, 2009Aug 14, 2009
Cecil Avis StaplesGunnallen Financial, Inc unclassifiedAvantax Advisory Services otherOtherAug 20, 2009Aug 4, 2009
Paul E DillmanMutual Service Corporation unclassifiedAvantax Advisory Services otherOtherAug 14, 2009Aug 14, 2009
Sarah Anne JohnsonCambridge Investment Research Advisors, Inc. otherAvantax Advisory Services otherOtherAug 14, 2009Nov 23, 2009 (101 d)
James Edward McgatheySignator Financial Services, Inc. otherAvantax Advisory Services otherOtherAug 11, 2009Sep 28, 2009 (48 d)
Victor Paul MandellaMoon & Mandella Financial Advisors, Inc. unclassifiedAvantax Advisory Services BD affiliatedOtherJul 11, 2009Oct 25, 2019 (3758 d)
Stephen Bernard KincerHornor, Townsend & Kent, LLC otherAvantax Advisory Services otherOtherJun 12, 2009Nov 29, 2016 (2727 d)
Oscar L BarrLevel Four Advisory Services otherAvantax Advisory Services otherOtherJun 10, 2009Jul 6, 2009
Walter Corville ChownPle Wealth Management unclassifiedAvantax Advisory Services BD affiliatedOtherJun 4, 2009Oct 25, 2019 (3795 d)
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