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

Arrivals at Ameritas Advisory Services

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
Richard Len KinnardCapital Choice Investment Advisers, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 21, 2017Jun 21, 2017
James Ronald GillikinCapital Choice Investment Advisers, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 21, 2017Jun 21, 2017
Sabrina Marie Gott ProanoCapital Choice Investment Advisers, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 21, 2017Jun 21, 2017
Brian Roberts WheelerCapital Choice Investment Advisers, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 21, 2017Jun 21, 2017
Liang-Yu Chen TaylorCapital Choice Investment Advisers, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 21, 2017Jun 21, 2017
Jacob A ChandlerCapital Choice Investment Advisers, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 21, 2017Jun 21, 2017
William Kirby HarpeCapital Choice Investment Advisers, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 21, 2017Jun 21, 2017
Lori Pierce CrilleyCapital Choice Investment Advisers, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 21, 2017Jun 21, 2017
David Allen SchwendtnerCapital Choice Investment Advisers, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 21, 2017Jun 21, 2017
Joey Sylvester MartinCapital Choice Investment Advisers, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 21, 2017Jun 21, 2017
Virgil Cannie HooperCapital Choice Investment Advisers, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 21, 2017Jun 21, 2017
Matthew J BakerCapital Choice Investment Advisers, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 21, 2017Jun 21, 2017
Terry Ray GrahamCapital Choice Investment Advisers, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 21, 2017Jun 21, 2017
Bryce Spencer VogelCapital Choice Investment Advisers, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 21, 2017Jun 21, 2017
Todd Macdonald PetersenCapital Choice Investment Advisers, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 21, 2017Jun 21, 2017
Christopher Wayne McalisterCapital Choice Investment Advisers, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 21, 2017Jun 21, 2017
Apryl Marie PopeCapital Choice Investment Advisers, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 21, 2017Jun 21, 2017
Richard Scott DebonoAvisen Advisors, LLC otherAmeritas Advisory Services otherOtherApr 10, 2017Apr 3, 2017
Gregory Haywood AdamsLowry Capital Management Corporation unclassifiedAmeritas Advisory Services otherOtherMar 22, 2017Aug 22, 2017 (153 d)
Douglas Nolan PiEquitable Advisors, LLC national BDAmeritas Advisory Services otherOtherMar 1, 2017Apr 20, 2017 (50 d)
Wesley A BrinkmanPark Avenue Securities LLC otherAmeritas Advisory Services BD affiliatedOtherDec 31, 2016Dec 27, 2018 (726 d)
David B PankoIndependent Financial Partners otherAmeritas Advisory Services otherOtherDec 20, 2016Jan 3, 2017
Katrina Jael KourkoutisCrescent Sterling Ltd. otherAmeritas Advisory Services BD affiliatedOtherDec 8, 2016Oct 31, 2018 (692 d)
Shobhan Manubhai ShethGlobal Investment Advisors, LLC unclassifiedAmeritas Advisory Services BD affiliatedOtherOct 14, 2016Sep 26, 2018 (712 d)
Michael James AxtonLPL Financial LLC otherAmeritas Advisory Services otherOtherOct 3, 2016Oct 4, 2016
Brandon Michael MannD.A. Davidson & Co. otherAmeritas Advisory Services otherOtherAug 23, 2016Aug 10, 2017 (352 d)
Thomas Joseph HigginsSantander Securities otherAmeritas Advisory Services otherOtherJul 13, 2016Aug 22, 2016 (40 d)
Fate Kellum SpurlockMML Investors Services, LLC otherAmeritas Advisory Services otherOtherJul 12, 2016Jul 21, 2016
Klent StarksMML Investors Services, LLC otherAmeritas Advisory Services otherOtherMar 23, 2016Apr 1, 2016
John Paul FountainEsi Financial Advisors otherAmeritas Advisory Services otherOtherMar 18, 2016May 11, 2016 (54 d)
Mark Paul De Guzman JuloyaEsi Financial Advisors otherAmeritas Advisory Services otherOtherMar 10, 2016May 10, 2016 (61 d)
Brian George SwimSterneck Capital Management LLC otherAmeritas Advisory Services otherOtherJan 15, 2016Apr 28, 2016 (104 d)
Ryan Charles BeasleySecurities America Advisors, Inc. otherAmeritas Advisory Services otherOtherDec 31, 2015Jan 25, 2016
Todd William AdamsHorace Mann Investors, Inc. no RAUMAmeritas Advisory Services otherOtherDec 31, 2015Feb 4, 2016 (35 d)
Amit PoddarSuccessful Resource Management, Ltd. state registeredAmeritas Advisory Services otherOtherSep 15, 2015Dec 18, 2015 (94 d)
Michael Remer HammersmithFintegra, LLC otherAmeritas Advisory Services otherOtherSep 11, 2015Oct 2, 2015
Andrew Mackay MetzlerEquitable Advisors, LLC national BDAmeritas Advisory Services otherOtherJul 23, 2015Sep 18, 2015 (57 d)
Andrew Mark DalkaSecurities America Advisors, Inc. otherAmeritas Advisory Services otherOtherMay 28, 2015Jun 1, 2015
Bruce Scott GentilellaOsaic Fs, Inc. otherAmeritas Advisory Services otherOtherMar 19, 2015Apr 6, 2015
William Morrow ArthTranswestern Capital Advisors, LLC otherAmeritas Advisory Services otherOtherOct 31, 2014Nov 17, 2014
Alex Reid NunesEquitable Advisors, LLC national BDAmeritas Advisory Services otherOtherOct 6, 2014Oct 21, 2014
Darin Andrew SevierStrategic Advisers LLC national BDAmeritas Advisory Services otherOtherSep 26, 2014Jan 2, 2015 (98 d)
Adam D BettisFrontier Wealth Management, LLC otherAmeritas Advisory Services otherOtherSep 5, 2014Aug 1, 2014
John Anthony BarbishMsi Financial Services, Inc. otherAmeritas Advisory Services otherOtherJun 6, 2014Jun 11, 2014
Georgia Lee HusseyWells Fargo Advisors wirehouseAmeritas Advisory Services otherOtherApr 2, 2014Apr 4, 2014
John Michael SheltonSmc Advisory Network, LLC unclassifiedAmeritas Advisory Services otherOtherMar 31, 2014Sep 2, 2014 (155 d)
Larry Dean FreieSunset Financial Services, Inc. otherAmeritas Advisory Services otherOtherMar 3, 2014Apr 2, 2014
Christopher S AustinA.G.P / Alliance Global Partners otherAmeritas Advisory Services otherOtherFeb 24, 2014Mar 19, 2014
Jerry Paul HurtNew England Securities Corporation otherAmeritas Advisory Services otherOtherFeb 19, 2014Oct 26, 2015 (614 d)
George ChiuMsi Financial Services, Inc. otherAmeritas Advisory Services otherOtherFeb 4, 2014Jan 13, 2014
Curtis Wilcox LindsayNew England Securities Corporation otherAmeritas Advisory Services otherOtherJan 9, 2014Feb 11, 2014 (33 d)
Raymond Scott LoudenNew England Securities Corporation otherAmeritas Advisory Services otherOtherJan 8, 2014Feb 5, 2014
Jerome Dwight WrightSagepoint Financial, Inc. otherAmeritas Advisory Services BD affiliatedOtherOct 1, 2013May 30, 2019 (2067 d)
Jennifer Lee JostKovack Advisors, Inc. otherAmeritas Advisory Services otherOtherSep 12, 2013Oct 9, 2014 (392 d)
Marilyn Leslie MilneAmeriprise Financial Services, LLC national BDAmeritas Advisory Services otherOtherAug 7, 2013Sep 24, 2013 (48 d)
Sean Patrick SwansonEagle Strategies LLC otherAmeritas Advisory Services otherOtherMay 16, 2013Aug 13, 2013 (89 d)
Philip Nathaniel OlsonNew England Securities Corporation otherAmeritas Advisory Services otherOtherApr 25, 2013Feb 18, 2014 (299 d)
Anthony Joseph GaiffeHawkins Wealth Management otherAmeritas Advisory Services otherOtherFeb 22, 2013May 1, 2013 (68 d)
Daryl Durand BushInvestment Professionals, Inc. otherAmeritas Advisory Services otherOtherFeb 12, 2013Mar 11, 2013
Jennifer L JohnsonMorgan Stanley wirehouseAmeritas Advisory Services otherOtherJan 30, 2013Apr 16, 2013 (76 d)
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322 moves match.