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 Ausdal Financial Partners, Inc.

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
Zachary Keith CowdellIntervest International, Inc. independent RIAAusdal Financial Partners, Inc. independent RIARIA to RIANov 15, 2024Oct 24, 2024
Jonathan Eric EllefsonIntervest International, Inc. independent RIAAusdal Financial Partners, Inc. independent RIARIA to RIANov 14, 2024Oct 31, 2024
Bradley James KmetzSignature Financial Services, Ltd independent RIAAusdal Financial Partners, Inc. independent RIARIA to RIAOct 31, 2024Oct 31, 2024
Andrew Leland SemrauOsaic Wealth, Inc. BD affiliatedAusdal Financial Partners, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAAug 29, 2024Aug 26, 2024
William LapianaNfsg Corporation BD affiliatedAusdal Financial Partners, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJun 25, 2024Jun 24, 2024
Michael Anthony SaltielScf Investment Advisors, Inc. BD affiliatedAusdal Financial Partners, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJun 20, 2024Jun 21, 2024
Shanna Marie TempletonSilverhawk Asset Management, LLC independent RIAAusdal Financial Partners, Inc. otherOtherMar 19, 2024Jun 5, 2014
Jeri Leigh SissStonex Advisors Inc. BD affiliatedAusdal Financial Partners, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAFeb 13, 2024Feb 22, 2024
Christopher Michael AllenExodus Wealth, LLC independent RIAAusdal Financial Partners, Inc. independent RIARIA to RIAJan 31, 2024Jul 24, 2025 (540 d)
Richard Victor GerrityMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAusdal Financial Partners, Inc. independent RIAWirehouse to independent RIAJan 19, 2024Jan 23, 2024
Joseph Brian ChildreyProbabilities Fund Management, LLC mixed wealthAusdal Financial Partners, Inc. independent RIARIA to RIANov 3, 2023May 30, 2019
Kevin P MoellerAllstate Financial Advisors, LLC BD affiliatedAusdal Financial Partners, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAOct 5, 2023Oct 2, 2023
Amy L MarkerEdward Jones national BDAusdal Financial Partners, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJan 24, 2023Jan 31, 2023
Sarah Duff WernerCreativeone Wealth, LLC independent RIAAusdal Financial Partners, Inc. independent RIARIA to RIAJun 10, 2022Jul 20, 2022 (40 d)
Jacob Daniel StevensonLarson Financial Group, LLC BD affiliatedAusdal Financial Partners, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAFeb 15, 2022Feb 14, 2022
Mary Christine GrayProbabilities Fund Management, LLC otherAusdal Financial Partners, Inc. independent RIAOtherOct 22, 2021May 16, 2019
Jeffrey Paul BendaCetera Investment Advisers LLC BD affiliatedAusdal Financial Partners, Inc. independent RIAAffiliated broker-dealer or bank to independent RIASep 1, 2021Sep 2, 2021
T Dewitt BuchananHighpoint Advisor Group, LLC independent RIAAusdal Financial Partners, Inc. independent RIARIA to RIAJul 7, 2021Jul 7, 2021
Brett E SuchyCambridge Investment Research Advisors, Inc. BD affiliatedAusdal Financial Partners, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAFeb 17, 2021Feb 12, 2021
Scott Anthony StuthOak Asset Management, LLC independent RIAAusdal Financial Partners, Inc. otherOtherDec 31, 2020Sep 10, 2009
Thomas Eric SchneiderSsn Advisory, Inc. BD affiliatedAusdal Financial Partners, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAAug 31, 2020Aug 31, 2020
Timothy Scott BeldnerLarson Financial Group, LLC independent RIAAusdal Financial Partners, Inc. independent RIARIA to RIAAug 6, 2020Jul 31, 2020
Tyler Andrew AndersonLarson Financial Group, LLC independent RIAAusdal Financial Partners, Inc. independent RIARIA to RIAAug 6, 2020Jul 17, 2020
William Dean GoldsberryEquitable Advisors, LLC national BDAusdal Financial Partners, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJul 16, 2020Sep 1, 2020 (47 d)
Kim W SuchyCambridge Investment Research Advisors, Inc. BD affiliatedAusdal Financial Partners, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJul 13, 2020Jun 30, 2020
Michael Lawrence MannEmerson Equity LLC otherAusdal Financial Partners, Inc. independent RIAOtherMar 30, 2020May 6, 2020 (37 d)
John Matthew PiershalePiershale Financial Group, Inc. independent RIAAusdal Financial Partners, Inc. independent RIARIA to RIAJun 20, 2019Apr 18, 2019
Matthew Roy WilsonCapital Financial Services, Inc. independent RIAAusdal Financial Partners, Inc. independent RIARIA to RIAJun 7, 2019Jun 7, 2019
Kevin Patrick NewmanPrincipal Securities, Inc. BD affiliatedAusdal Financial Partners, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAFeb 5, 2019Feb 11, 2019
Richard Allan OrrBcu Wealth Advisors, LLC independent RIAAusdal Financial Partners, Inc. independent RIARIA to RIAJun 23, 2018Jun 22, 2018
Matthew Raymond LessmanThe Prudent Homebuyer unclassifiedAusdal Financial Partners, Inc. independent RIAOtherJun 11, 2018Jun 11, 2020 (731 d)
Travis A SmyczynskiEquitable Advisors, LLC national BDAusdal Financial Partners, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMay 9, 2018May 8, 2018
Matthew Robert FrommLPL Financial LLC independent RIAAusdal Financial Partners, Inc. independent RIARIA to RIAApr 25, 2018Jan 29, 2020 (644 d)
Jeffrey S HartfieldCambridge Investment Research Advisors, Inc. otherAusdal Financial Partners, Inc. independent RIAOtherJan 30, 2018Nov 19, 2019 (658 d)
Jon Marvin FletcherMoney Concepts Advisory Service otherAusdal Financial Partners, Inc. otherOtherDec 13, 2017Dec 4, 2017
Michele Lynn HallWells Fargo Advisors wirehouseAusdal Financial Partners, Inc. otherOtherOct 24, 2017Jan 23, 2018 (91 d)
Julie D WrinWells Fargo Advisors wirehouseAusdal Financial Partners, Inc. otherOtherJul 31, 2017Sep 1, 2017 (32 d)
Bryan J LarrisonSandlapper Wealth Management, LLC otherAusdal Financial Partners, Inc. otherOtherMar 13, 2017Mar 10, 2017
Amy L MarkerPrudent Man Advisors, Inc. otherAusdal Financial Partners, Inc. otherOtherSep 21, 2016Oct 12, 2016
Janet Lynn LakanenWaddell & Reed otherAusdal Financial Partners, Inc. independent RIAOtherJun 14, 2016Jun 11, 2018 (727 d)
Dustin Johnson JavierMcadam LLC otherAusdal Financial Partners, Inc. otherOtherMay 24, 2016May 20, 2016
Anthony A GacsFr&R Financial Services, L.L.C. unclassifiedAusdal Financial Partners, Inc. otherOtherApr 27, 2016Oct 5, 2015
Chwei-Guang ChiouBfc Planning, Inc. otherAusdal Financial Partners, Inc. otherOtherApr 15, 2016Apr 14, 2016
Kevin Joseph ShekellCurian Capital, LLC otherAusdal Financial Partners, Inc. independent RIAOtherMar 29, 2016May 10, 2021 (1868 d)
Alexandra Marie FurlongMcadam LLC otherAusdal Financial Partners, Inc. otherOtherMar 29, 2016May 26, 2016 (58 d)
Mark Lee ElafrosMadison Avenue Securities, LLC otherAusdal Financial Partners, Inc. otherOtherMar 16, 2016Mar 17, 2016
Darin Michael SchmidtCetera Advisors LLC otherAusdal Financial Partners, Inc. otherOtherDec 21, 2015Dec 18, 2015
Travis John WolfeMcadam LLC otherAusdal Financial Partners, Inc. otherOtherDec 15, 2015May 20, 2016 (157 d)
Christopher Kenneth ButiCornerstone Securities LLC independent RIAAusdal Financial Partners, Inc. otherOtherOct 6, 2015Sep 22, 2015
Vincent Francis CorsoCornerstone Securities LLC independent RIAAusdal Financial Partners, Inc. otherOtherOct 6, 2015Sep 22, 2015
Brandon J HarwellCornerstone Securities LLC independent RIAAusdal Financial Partners, Inc. otherOtherOct 6, 2015Sep 22, 2015
William Guy HurckesCambridge Investment Research Advisors, Inc. otherAusdal Financial Partners, Inc. otherOtherJun 11, 2015Jun 1, 2015
Scott Allan MccordCambridge Investment Research Advisors, Inc. otherAusdal Financial Partners, Inc. otherOtherJun 4, 2015Jun 1, 2015
Larry Wayne JohnsonLPL Financial LLC otherAusdal Financial Partners, Inc. independent RIAOtherFeb 20, 2015Aug 1, 2019 (1623 d)
Timothy John SullivanMML Investors Services, LLC otherAusdal Financial Partners, Inc. otherOtherFeb 12, 2015Feb 4, 2015
Paul Keith CraigTower Wealth Advisors, Inc. state registeredAusdal Financial Partners, Inc. otherOtherJan 27, 2015Jun 19, 2015 (143 d)
Paul Nicholas BehnkeLandolt Securities, Inc. independent RIAAusdal Financial Partners, Inc. otherOtherSep 25, 2014Jul 18, 2012
Kevin Monroe LeetLPL Financial LLC otherAusdal Financial Partners, Inc. otherOtherApr 9, 2014Apr 1, 2014
Ross William MillerSagepoint Financial, Inc. otherAusdal Financial Partners, Inc. otherOtherFeb 3, 2014Jan 31, 2014
Brian Wayne NapierImbb Investment Advisors unclassifiedAusdal Financial Partners, Inc. otherOtherDec 3, 2013Sep 18, 2013
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204 moves match.