DFX Intelligence
Advisor moves
Arrivals at Avantax Advisory ServicesWhat a move isA 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.
832 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| William Patrick Harmon | Valic Financial Advisors, Inc. other | Avantax Advisory Services other | Other | Mar 31, 2009 | May 7, 2009 (37 d) |
| Jeffry Stephen Cole | Next Financial Group, Inc. other | Avantax Advisory Services other | Other | Mar 5, 2009 | Feb 25, 2009 |
| Justin Steven Prescott | Cliftonlarsonallen Wealth Advisors, LLC other | Avantax Advisory Services other | Other | Feb 12, 2009 | Jan 7, 2014 (1790 d) |
| Pamela R. Villarreal | Wells Fargo Investments, LLC unclassified | Avantax Advisory Services other | Other | Feb 3, 2009 | Feb 21, 2012 (1113 d) |
| Drew William Welp | Edward Jones national BD | Avantax Advisory Services other | Other | Jan 28, 2009 | Jul 30, 2010 (548 d) |
| Kenneth Edward Donnelly | Waddell & Reed other | Avantax Advisory Services other | Other | Jan 26, 2009 | Jul 29, 2009 (184 d) |
| Jason Edward Thomas | Valic Financial Advisors, Inc. other | Avantax Advisory Services other | Other | Jan 23, 2009 | Oct 12, 2010 (627 d) |
| James Lavern Cox | Wells Fargo Investments, LLC unclassified | Avantax Advisory Services other | Other | Dec 16, 2008 | Sep 28, 2009 (286 d) |
| Bart Patrick Allard | Lundy Allard Wealth Management, LLC unclassified | Avantax Advisory Services BD affiliated | Other | Nov 17, 2008 | Oct 25, 2019 (3994 d) |
| Tonya Gay Fulcher | Beall Barclay Advisors, LLC unclassified | Avantax Advisory Services BD affiliated | Other | Oct 27, 2008 | Oct 25, 2019 (4015 d) |
| Travis Andrew Teague | Beall Barclay Advisors, LLC unclassified | Avantax Advisory Services BD affiliated | Other | Oct 27, 2008 | Oct 25, 2019 (4015 d) |
| Roger Dale Brunk | Beall Barclay Advisors, LLC unclassified | Avantax Advisory Services BD affiliated | Other | Oct 27, 2008 | Oct 25, 2019 (4015 d) |
| John David Evans | Beall Barclay Advisors, LLC unclassified | Avantax Advisory Services BD affiliated | Other | Oct 27, 2008 | Oct 25, 2019 (4015 d) |
| Letitia Sue Talkington | Beall Barclay Advisors, LLC unclassified | Avantax Advisory Services BD affiliated | Other | Oct 27, 2008 | Oct 25, 2019 (4015 d) |
| Dennis Michael Moser | Beall Barclay Advisors, LLC unclassified | Avantax Advisory Services BD affiliated | Other | Oct 27, 2008 | Oct 25, 2019 (4015 d) |
| Barbara Anne Hambrick | Beall Barclay Advisors, LLC unclassified | Avantax Advisory Services BD affiliated | Other | Oct 27, 2008 | Oct 25, 2019 (4015 d) |
| Deana Ann Infield | Beall Barclay Advisors, LLC unclassified | Avantax Advisory Services BD affiliated | Other | Oct 27, 2008 | Oct 25, 2019 (4015 d) |
| Don Frederick Fitzpatrick | Beall Barclay Advisors, LLC unclassified | Avantax Advisory Services BD affiliated | Other | Oct 27, 2008 | Oct 25, 2019 (4015 d) |
| Steven Lee Muckley | Uvest Financial Services Group, Inc. unclassified | Avantax Advisory Services other | Other | Sep 25, 2008 | Jul 1, 2010 (644 d) |
| John Matthew Gergurich | Sagepoint Financial, Inc. other | Avantax Advisory Services other | Other | Sep 4, 2008 | Oct 3, 2008 |
| Marcos Chavira | Valic Financial Advisors, Inc. other | Avantax Advisory Services other | Other | Aug 21, 2008 | May 19, 2010 (636 d) |
| Kristopher Shea Abernethy | Valic Financial Advisors, Inc. other | Avantax Advisory Services other | Other | Aug 13, 2008 | Jul 9, 2010 (695 d) |
| Larry Dale Worden | 1st Global Advisors Inc other | Avantax Advisory Services other | Other | Jul 7, 2008 | Jul 16, 2008 |
| Kevin Heath Underwood | American General Securities Incorporated unclassified | Avantax Advisory Services other | Other | Jul 3, 2008 | Jul 28, 2008 |
| Brian Charles Connally | 1st Global Advisors Inc other | Avantax Advisory Services other | Other | Jun 30, 2008 | Jan 12, 2010 (561 d) |
| Darrell Dwayne Champagne | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Avantax Advisory Services other | Other | May 30, 2008 | Jun 24, 2008 |
| Rickie Gerald Davison | Dalton Strategic Investment Services Inc. unclassified | Avantax Advisory Services other | Other | May 28, 2008 | Oct 7, 2008 (132 d) |
| Thomas James Roccograndi | Cic Advisers, LLC unclassified | Avantax Advisory Services other | Other | Apr 15, 2008 | Apr 6, 2010 (721 d) |
| Robert John Ahearn | Cantella & Co., Inc. other | Avantax Advisory Services other | Other | Apr 8, 2008 | Mar 15, 2010 (706 d) |
| Renee Collins | Voya Financial Advisors, Inc. other | Avantax Advisory Services other | Other | Dec 31, 2007 | Oct 8, 2012 (1743 d) |
| Pamela Jean Gilkey Slatten | Prevision Financial, LLC unclassified | Avantax Advisory Services BD affiliated | Other | Dec 31, 2007 | Sep 10, 2024 (6098 d) |
| John William Stovall | Level Four Advisory Services other | Avantax Advisory Services other | Other | Nov 19, 2007 | Dec 4, 2007 |
| Melisa Bahmanyar | Banc Of America Investment Services, Inc. unclassified | Avantax Advisory Services other | Other | Nov 19, 2007 | Nov 13, 2009 (725 d) |
| Brian David Coventry | Nfp Advisor Services, LLC other | Avantax Advisory Services other | Other | Nov 1, 2007 | Jan 9, 2008 (69 d) |
| Robert Warren Robertson | G. A. Repple & Company other | Avantax Advisory Services other | Other | Oct 18, 2007 | Jan 16, 2008 (90 d) |
| Derek Dewitt Robinett | Citigroup Global Markets Inc. other | Avantax Advisory Services other | Other | Oct 8, 2007 | Jul 22, 2015 (2844 d) |
| Carol Ann O'Neil | Woodbury Financial Services, Inc. other | Avantax Advisory Services other | Other | Oct 2, 2007 | Oct 16, 2007 |
| Abdulla Mirpur | Gunnallen Financial, Inc unclassified | Avantax Advisory Services other | Other | Aug 24, 2007 | Dec 11, 2009 (840 d) |
| Ronald Wynn Lwin | Charles Schwab & Co., Inc. national BD | Avantax Advisory Services other | Other | Aug 22, 2007 | Sep 25, 2007 (34 d) |
| Davin Kristofor Swanson | Country Trust Bank unclassified | Avantax Advisory Services other | Other | Jul 27, 2007 | Jan 9, 2014 (2358 d) |
| Marvin Kenneth Odom | National Planning Corporation ("Npc Of America" In Fl & Ny) other | Avantax Advisory Services other | Other | Jul 26, 2007 | Sep 4, 2007 (40 d) |
| Walter Robert Shepperd | LPL Financial LLC other | Avantax Advisory Services other | Other | May 31, 2007 | Jun 26, 2007 |
| Mickey Miller | Advantage Capital Corporation unclassified | Avantax Advisory Services BD affiliated | Other | May 25, 2007 | Apr 22, 2021 (5081 d) |
| Harold Eugene Hilliard | 1st Global Advisors Inc other | Avantax Advisory Services other | Other | Apr 10, 2007 | Jun 24, 2008 (441 d) |
| Todd Oberle | Fidelity Personal Trust Company, Fsb unclassified | Avantax Advisory Services BD affiliated | Other | Mar 28, 2007 | May 29, 2020 (4811 d) |
| Richard N Camp | 1st Global Advisors Inc other | Avantax Advisory Services other | Other | Mar 27, 2007 | Aug 11, 2008 (503 d) |
| Mark Christopher Woods | Medallion Advisory Services, LLC unclassified | Avantax Advisory Services other | Other | Dec 31, 2006 | Nov 15, 2007 (319 d) |
| Peter James Coleman | Osaic Institutions, Inc. other | Avantax Advisory Services other | Other | Dec 18, 2006 | Oct 15, 2008 (667 d) |
| John David Strother | Wealth Care Group Asset Management, LLC unclassified | Avantax Advisory Services BD affiliated | Other | Dec 6, 2006 | Oct 25, 2019 (4706 d) |
| Robert John Condron | Ogilvie Security Advisors Corp other | Avantax Advisory Services other | Other | Nov 1, 2006 | Jan 11, 2007 (71 d) |
| Laurette Melcher Dearden | 1st Global Advisors Inc other | Avantax Advisory Services other | Other | Oct 6, 2006 | Jan 16, 2008 (467 d) |
| George Munoz | Munoz Investment Banking Group unclassified | Avantax Advisory Services other | Other | Sep 22, 2006 | Oct 2, 2006 |
| Martin D Beard | Cue Financial Group, Inc. other | Avantax Advisory Services other | Other | Sep 5, 2006 | Jun 11, 2008 (645 d) |
| Kevin Maxwell Harris | Crown Capital Securities, L.P. other | Avantax Advisory Services other | Other | Sep 5, 2006 | Oct 2, 2006 |
| Thomas Lee Turner | Turner & Vedrenne Financial Services, L.L.C. unclassified | Avantax Advisory Services BD affiliated | Other | Aug 29, 2006 | Oct 25, 2019 (4805 d) |
| Christopher Eugene Dini | Valic Financial Advisors, Inc. other | Avantax Advisory Services other | Other | Aug 16, 2006 | Dec 11, 2006 (117 d) |
| Patrick Edward Mcguinnis | Wells Fargo Advisors wirehouse | Avantax Advisory Services BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 1, 2006 | Jan 3, 2024 (6364 d) |
| Gregory Scott Adams | Trustee Empowerment & Protection, Inc. other | Avantax Advisory Services BD affiliated | Other | Mar 28, 2006 | Sep 30, 2020 (5300 d) |
| John Eugene Ashcroft | Morgan Stanley Dw Inc. unclassified | Avantax Advisory Services other | Other | Mar 1, 2006 | Apr 4, 2006 (34 d) |
| Martha Marie Toledo | Wells Fargo Advisors wirehouse | Avantax Advisory Services other | Other | Feb 27, 2006 | Jul 25, 2007 (513 d) |