DFX Intelligence
Advisor moves
Arrivals at Ameritas Advisory Services, LLC
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Lennie Dean Walters | Waddell & Reed BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 17, 2021 | Aug 11, 2022 (328 d) |
| Stephen Patrick Husten | Oneamerica Securities, Inc. BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 27, 2021 | Nov 1, 2021 (66 d) |
| David Randall Guttery | The Ascent Group, LLC no RAUM | Ameritas Advisory Services, LLC BD affiliated | Other | Aug 6, 2021 | Nov 1, 2021 (87 d) |
| Tyler Joseph Schubauer | Securities America Advisors, Inc. BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2021 | Apr 7, 2022 (245 d) |
| Dennis Wayne Culver | Insight Wealth Strategies, LLC independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 3, 2021 | Nov 1, 2021 (90 d) |
| Kimberly Ann Carroll | Citizens Securities, Inc. BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 4, 2021 | Nov 1, 2021 (150 d) |
| Jeremy Michael Robson | Securities America Advisors, Inc. BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 28, 2021 | Nov 1, 2021 (157 d) |
| Jaclyn Bautista | Calton & Associates, Inc. independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 24, 2021 | Nov 1, 2021 (161 d) |
| Luis Orlando Barrionuevo | Principal Securities, Inc. BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 29, 2021 | Nov 1, 2021 (186 d) |
| Michael James Booth | Securian Financial Services, Inc. BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 12, 2021 | Nov 1, 2021 (234 d) |
| Darin Craig Gilb | Edward Jones national BD | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 8, 2021 | Mar 1, 2022 (358 d) |
| Brandon Anderson Bowman | Iwc Financial Planning state registered | Ameritas Advisory Services, LLC BD affiliated | Other | Feb 16, 2021 | Nov 1, 2021 (258 d) |
| Jerome William Lama | Pnc Wealth Management BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 10, 2021 | Nov 1, 2021 (264 d) |
| Elizabeth E. Jacques | J.P. Morgan Securities LLC wirehouse | Ameritas Advisory Services, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 4, 2021 | Oct 21, 2022 (624 d) |
| Bradley Jay Frane | Oneamerica Securities, Inc. BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2020 | Nov 1, 2021 (305 d) |
| John Edward Duffin | Oneamerica Securities, Inc. BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 8, 2020 | Nov 1, 2021 (328 d) |
| Kevin Trinidad | Pruco Securities, LLC BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 12, 2020 | Nov 1, 2021 (385 d) |
| Matthew John Kinsella | Securities America Advisors, Inc. BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 6, 2020 | Nov 1, 2021 (391 d) |
| Kenny Blake Nichols | Ifg Advisory, LLC independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 20, 2020 | Nov 1, 2021 (591 d) |
| Bryan Leroy Holen | Principal Securities, Inc. BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 10, 2020 | Nov 1, 2021 (601 d) |
| Stephen James Cooke | MML Investors Services, LLC BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 19, 2020 | Nov 1, 2021 (621 d) |
| Thomas Jaracz | Fifth Third Securities, Inc. BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 19, 2020 | Nov 1, 2021 (621 d) |
| Christopher Aaron Hill | Wells Fargo Advisors wirehouse | Ameritas Advisory Services, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 23, 2020 | Dec 6, 2021 (683 d) |
| Preston Riley Speece | Securian Financial Services, Inc. BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 21, 2020 | Nov 1, 2021 (650 d) |
| Shawn Christopher Chadwell | Compass Wealth Management LLC unclassified | Ameritas Advisory Services, LLC BD affiliated | Other | Jan 2, 2020 | Nov 1, 2021 (669 d) |
| Harinne Lee Kim | Osaic Wealth, Inc. BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2019 | Nov 5, 2021 (675 d) |
| Patrisha Lee | Park Avenue Securities LLC BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 11, 2019 | Nov 1, 2021 (782 d) |
| Mark Lamar Holzemer | Voya Financial Advisors, Inc. BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 27, 2019 | Nov 1, 2021 (797 d) |
| David Warren Lien | Securian Financial Services, Inc. BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 13, 2019 | Nov 1, 2021 (872 d) |
| David Wayne Beltz | MML Investors Services, LLC BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 3, 2019 | Nov 1, 2021 (882 d) |
| Mark Thomas Haimerl | United Planners' Financial Services Of America A Limited Partner independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 1, 2019 | Nov 1, 2021 (976 d) |
| Scott Michael Weinstein | On Investment Management Co BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 8, 2019 | Nov 1, 2021 (1028 d) |
| Kevin Michael Grunawalt | 20/20 Capital Management, Inc independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 2, 2019 | Nov 1, 2021 (1034 d) |
| Jeffrey James Heitzman | 20/20 Capital Management, Inc independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 2, 2019 | Nov 1, 2021 (1034 d) |
| John Robert Feldman | 20/20 Capital Management, Inc independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 2, 2019 | Nov 1, 2021 (1034 d) |
| Amy Rogers Blodgett | 20/20 Capital Management, Inc independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 2, 2019 | Nov 1, 2021 (1034 d) |
| Adan Herrera Diaz | 20/20 Capital Management, Inc independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 2, 2019 | Nov 1, 2021 (1034 d) |
| Kristen Lynn Chirhart | 20/20 Capital Management, Inc independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 2, 2019 | Nov 1, 2021 (1034 d) |
| Eric Donovan Stevens | 20/20 Capital Management, Inc independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 2, 2019 | Nov 1, 2021 (1034 d) |
| Garrett Heath German | 20/20 Capital Management, Inc independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 2, 2019 | Nov 1, 2021 (1034 d) |
| Karina Teresa Chang Camacho | 20/20 Capital Management, Inc independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 2, 2019 | Nov 1, 2021 (1034 d) |
| Kelby Kenneth Wendzel | 20/20 Capital Management, Inc independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 2, 2019 | Nov 1, 2021 (1034 d) |
| Rita Maria Abraldes | 20/20 Capital Management, Inc independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 2, 2019 | Nov 1, 2021 (1034 d) |
| Bryan Stanley Koppel | 20/20 Capital Management, Inc independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 2, 2019 | Nov 1, 2021 (1034 d) |
| Bartley Arthur Corfee | 20/20 Capital Management, Inc independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 2, 2019 | Nov 1, 2021 (1034 d) |
| Marshall Alan Dearden | Avantax Advisory Services BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 10, 2018 | Nov 1, 2021 (1057 d) |
| Nicholas David Mccleary | Oneamerica Securities, Inc. BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 12, 2018 | Nov 1, 2021 (1085 d) |
| Christopher Allen Coffman | Td Ameritrade, Inc. no RAUM | Ameritas Advisory Services, LLC BD affiliated | Other | Nov 6, 2018 | Nov 1, 2021 (1091 d) |
| Jason Paul Ward | International Assets Investment Management, LLC BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 13, 2018 | Nov 1, 2021 (1176 d) |
| Bradley Scott Jurik | Waldron Private Wealth independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 3, 2018 | Nov 1, 2021 (1186 d) |
| Brian Heiss | Private Client Services, LLC BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 5, 2018 | Nov 1, 2021 (1215 d) |
| Jenning Chenyin Chen | Esi Financial Advisors BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 3, 2018 | Nov 1, 2021 (1278 d) |
| Scott Christopher Planer | Signator Investors, Inc. BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 23, 2018 | Nov 1, 2021 (1288 d) |
| Sara Elizabeth Rasmussen | Cetera Investment Advisers LLC BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 16, 2018 | Nov 6, 2024 (2396 d) |
| Patrick John Forde | Envestnet Pmc BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 16, 2018 | Apr 28, 2026 (2934 d) |
| Theresa Jean Ochs | Pinhook Capital, LLC asset manager | Ameritas Advisory Services, LLC BD affiliated | Other | Apr 12, 2018 | Nov 1, 2021 (1299 d) |
| Corey Jeff Raths | Raymond James Financial Services Advisors, Inc BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 29, 2018 | Nov 1, 2021 (1372 d) |
| Sean Anthony Zapp | Securities America Advisors, Inc. other | Ameritas Advisory Services, LLC BD affiliated | Other | Sep 8, 2017 | Nov 1, 2021 (1515 d) |
| Jeffrey Charles Graves | Hornor, Townsend & Kent, LLC other | Ameritas Advisory Services, LLC BD affiliated | Other | Jun 23, 2017 | Nov 1, 2021 (1592 d) |
| Todd Matthew Himmelberg | Allstate Financial Advisors, LLC no RAUM | Ameritas Advisory Services, LLC BD affiliated | Other | May 25, 2017 | Nov 1, 2021 (1621 d) |
311 moves match.