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 Packerland Brokerage Services, 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.

Advisor	From	To	Type	Left	Registered
Bret William Bell	Voya Financial Advisors, Inc. other	Packerland Brokerage Services, Inc. other	Other	Nov 14, 2011	Nov 15, 2011
Keith Alan Bohle	Voya Financial Advisors, Inc. other	Packerland Brokerage Services, Inc. other	Other	Nov 14, 2011	Nov 14, 2011
William Robert Chambers	Securities America Advisors, Inc. other	Packerland Brokerage Services, Inc. other	Other	Aug 16, 2011	Aug 16, 2011
Scott Alan Ryan	Woodbury Financial Services, Inc. other	Packerland Brokerage Services, Inc. other	Other	Mar 21, 2011	Mar 22, 2011
Sterling Jameson Crockett	Spc other	Packerland Brokerage Services, Inc. other	Other	Mar 15, 2011	Mar 15, 2011
Matthew Robert Mayer	Equitable Advisors, LLC national BD	Packerland Brokerage Services, Inc. other	Other	Feb 2, 2011	Jan 31, 2011
Norman Craig Moore	Woodbury Financial Services, Inc. other	Packerland Brokerage Services, Inc. other	Other	Sep 17, 2010	Oct 12, 2010
David Joseph Stellpflug	Cpr Investments Inc independent RIA	Packerland Brokerage Services, Inc. other	Other	Dec 31, 2009	Jul 9, 2009
Timothy Paul Richmond	Thrivent Investment Management Inc. other	Packerland Brokerage Services, Inc. other	Other	Dec 31, 2009	Mar 28, 2011 (452 d)
Benjamin Alan Maser	Hbw Advisory Services LLC other	Packerland Brokerage Services, Inc. other	Other	Nov 18, 2009	Jan 14, 2010 (57 d)
Laurence Marc Sobin	Spc other	Packerland Brokerage Services, Inc. other	Other	Oct 28, 2009	Oct 28, 2009
Joel Edwin Feldkamp	LPL Financial LLC other	Packerland Brokerage Services, Inc. other	Other	Oct 26, 2009	Mar 7, 2013 (1228 d)
Paul Steven Fuhrman	Woodbury Financial Services, Inc. other	Packerland Brokerage Services, Inc. other	Other	Sep 4, 2009	Sep 1, 2009
William W Madden	Waterstone Financial Group, Inc. unclassified	Packerland Brokerage Services, Inc. other	Other	Sep 4, 2009	Sep 8, 2009
Michelle Lynn Bauer	Next Financial Group, Inc. other	Packerland Brokerage Services, Inc. other	Other	Jun 1, 2009	May 7, 2009
Christopher Ronald Hopkins	Td Ameritrade Investment Management, LLC other	Packerland Brokerage Services, Inc. other	Other	Oct 14, 2008	Jul 1, 2010 (625 d)
Thomas Leland Barton	Freedom Investors Corp. other	Packerland Brokerage Services, Inc. other	Other	Sep 3, 2008	Aug 11, 2011 (1072 d)
Edward Allen Davig	Davig Financial Corporation unclassified	Packerland Brokerage Services, Inc. other	Other	Aug 26, 2008	Oct 1, 2008 (36 d)
Harry Redmond Greene	J. W. Cole Advisors, Inc. other	Packerland Brokerage Services, Inc. other	Other	Jul 24, 2008	Aug 4, 2008
David Stuart Jones	New England Securities Corporation other	Packerland Brokerage Services, Inc. other	Other	May 20, 2008	May 7, 2010 (717 d)
Charles Louis Ouimette	Marathon Advisors, Inc unclassified	Packerland Brokerage Services, Inc. independent RIA	Other	Dec 31, 2007	Feb 20, 2020 (4434 d)
Bruce Carl Gilmore	Spc other	Packerland Brokerage Services, Inc. other	Other	Oct 31, 2007	Oct 31, 2007
Scott Paul Zwierzynski	Spc other	Packerland Brokerage Services, Inc. independent RIA	Other	Sep 26, 2007	Jan 1, 2025 (6307 d)
David William Ryan	Spc other	Packerland Brokerage Services, Inc. other	Other	Oct 30, 2006	Oct 30, 2006
Robert Dean Foutty	Spc other	Packerland Brokerage Services, Inc. other	Other	Oct 18, 2006	Oct 23, 2006
Nathan James Vanstippen	Stifel, Nicolaus & Company, Incorporated national BD	Packerland Brokerage Services, Inc. other	Other	Aug 22, 2006	Nov 6, 2006 (76 d)
Jessica Ann Grogan	Td Ameritrade, Inc. no RAUM	Packerland Brokerage Services, Inc. other	Other	Nov 9, 2005	Oct 8, 2007 (698 d)
Brad David Nordin	Wells Fargo Investments, LLC unclassified	Packerland Brokerage Services, Inc. other	Other	Oct 6, 2005	Jan 30, 2006 (116 d)
Sean Christopher Johnston	Woodbury Financial Services, Inc. other	Packerland Brokerage Services, Inc. other	Other	Aug 24, 2005	Jan 18, 2007 (512 d)
Michael Ray Boyd	Great Lakes Advisors, LLC other	Packerland Brokerage Services, Inc. other	Other	Sep 7, 2004	Sep 7, 2004
Neelam Ramchand Krishnaney-Davison	Sii Investments, Inc. other	Packerland Brokerage Services, Inc. other	Other	Jul 1, 2003	Jul 1, 2003
Daniel William Marx	Cetera Advisors LLC other	Packerland Brokerage Services, Inc. other	Other	Mar 24, 2003	Apr 27, 2017 (5148 d)

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152 moves match.