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
Roger Gordon AbelCambridge Investment Research Advisors, Inc. otherAmeritas Advisory Services otherOtherNov 17, 2008Nov 20, 2008
Ashwini Kumar AhluwaliaMsi Financial Services, Inc. otherAmeritas Advisory Services otherOtherOct 20, 2008Jun 18, 2009 (241 d)
Matthew A BurklundSecurian Financial Services, Inc. otherAmeritas Advisory Services otherOtherSep 26, 2008Oct 27, 2008 (31 d)
Mark Edward HendersonEsi Financial Advisors otherAmeritas Advisory Services otherOtherSep 23, 2008Nov 20, 2008 (58 d)
David M KopycIc Advisory Services, Inc. otherAmeritas Advisory Services otherOtherSep 19, 2008Oct 20, 2008 (31 d)
Pamela Jean DestefanoStrategic Capital Allocation Group, L.L.C. otherAmeritas Advisory Services otherOtherSep 8, 2008Nov 8, 2010 (791 d)
Jason Christopher WillenborgEdward Jones national BDAmeritas Advisory Services otherOtherSep 3, 2008Feb 23, 2009 (173 d)
Antonio LisiFortitude Advisory Group L.L.C. otherAmeritas Advisory Services otherOtherAug 21, 2008Oct 29, 2008 (69 d)
Matthew Mark CuplinThrivent Investment Management Inc. otherAmeritas Advisory Services otherOtherJul 30, 2008Sep 11, 2008 (43 d)
Robert Anthony BeckettPark Avenue Securities LLC otherAmeritas Advisory Services otherOtherJul 23, 2008Sep 8, 2008 (47 d)
Steven Matthew RaymondSagepoint Financial, Inc. otherAmeritas Advisory Services otherOtherJul 1, 2008Jul 21, 2008
Daniel Wayne KutzkeySignator Investors, Inc. otherAmeritas Advisory Services otherOtherJun 26, 2008Jul 22, 2008
Sonda Rouleau FrattiniEsi Financial Advisors otherAmeritas Advisory Services otherOtherMay 2, 2008Jul 3, 2008 (62 d)
Steven Eric JolleyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAmeritas Advisory Services otherOtherApr 28, 2008Jul 27, 2012 (1551 d)
Rodney Lee HazeltonEdward Jones national BDAmeritas Advisory Services otherOtherApr 17, 2008Aug 29, 2008 (134 d)
Dewi H HartonoMML Investors Services, LLC otherAmeritas Advisory Services otherOtherApr 8, 2008May 14, 2008 (36 d)
Jeremy Douglas BrothersWaddell & Reed otherAmeritas Advisory Services otherOtherMar 19, 2008Sep 24, 2008 (189 d)
James Michael DerosaAdvice And Planning Services otherAmeritas Advisory Services otherOtherFeb 22, 2008Jul 2, 2009 (496 d)
Jodee Felice DeutschEdward Jones national BDAmeritas Advisory Services otherOtherJan 14, 2008Feb 14, 2008 (31 d)
Chadwic Joseph SarsfieldNational Planning Corporation ("Npc Of America" In Fl & Ny) otherAmeritas Advisory Services otherOtherJan 3, 2008Jan 14, 2008
Richard J BellBell, Richard Jay unclassifiedAmeritas Advisory Services otherOtherDec 31, 2007Jul 26, 2004
John Russell MartinConcourse Financial Group Advisors otherAmeritas Advisory Services otherOtherDec 31, 2007Dec 7, 2009 (707 d)
Lonnie Wayne HoodCetera Advisors LLC otherAmeritas Advisory Services otherOtherDec 10, 2007Jan 25, 2008 (46 d)
John Joseph CrosbyTd Wealth Management Services Inc. unclassifiedAmeritas Advisory Services otherOtherNov 13, 2007Sep 2, 2008 (294 d)
David Michael NelsonChase Investment Services Corp. otherAmeritas Advisory Services otherOtherOct 22, 2007Apr 28, 2009 (554 d)
Robert Charles SternEfg Corporation otherAmeritas Advisory Services otherOtherOct 10, 2007Apr 3, 2009 (541 d)
Thomas Paul HajnySignator Investors, Inc. otherAmeritas Advisory Services otherOtherSep 27, 2007Sep 22, 2009 (726 d)
June Alison ChowPark Avenue Securities LLC otherAmeritas Advisory Services otherOtherSep 18, 2007Sep 18, 2007
Ronald Allen KramerPark Avenue Securities LLC otherAmeritas Advisory Services otherOtherSep 17, 2007Sep 18, 2007
Nicholas Robert BeardenInvest Financial Corporation otherAmeritas Advisory Services otherOtherAug 17, 2007Sep 14, 2007
Jake Christopher O'BanionCountry Trust Bank unclassifiedAmeritas Advisory Services BD affiliatedOtherJul 27, 2007Oct 21, 2021 (5200 d)
Robert Calvin WhitesideAdvice And Planning Services otherAmeritas Advisory Services otherOtherMar 5, 2007Apr 19, 2007 (45 d)
Robert Roger MalcolmPrincipal Securities, Inc. otherAmeritas Advisory Services otherOtherJan 29, 2007Feb 15, 2007
Drew Allen DonohoePrincipal Securities, Inc. otherAmeritas Advisory Services otherOtherJan 3, 2007Jan 16, 2007
Milton Dario CastellanosJohn Hancock Distributors LLC unclassifiedAmeritas Advisory Services otherOtherDec 31, 2006Jul 29, 2010 (1306 d)
Samson Kam Long ChanWoodbury Financial Services, Inc. otherAmeritas Advisory Services otherOtherOct 19, 2006Nov 1, 2006
Mark TillmanCetera Investment Services LLC otherAmeritas Advisory Services otherOtherOct 5, 2006Oct 13, 2006
Brian Keith SalmonsonCarillon Investments, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 30, 2006Jun 30, 2006
Jana BasdenCarillon Investments, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 30, 2006Jun 30, 2006
Timothy SeidersCarillon Investments, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 30, 2006Jun 30, 2006
Brian Patrick WalshCarillon Investments, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 30, 2006Jun 30, 2006
Terrence Edward MaryniwCarillon Investments, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 30, 2006Jun 30, 2006
Michael Read WilcoxCarillon Investments, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 30, 2006Jun 30, 2006
Paul Joshua SelzerCarillon Investments, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 30, 2006Jun 30, 2006
Mark Stephen BatzelCarillon Investments, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 30, 2006Jun 30, 2006
John Bryan SetzlerCarillon Investments, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 30, 2006Jun 30, 2006
Jonathan Howard JarvisCarillon Investments, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 30, 2006Jun 30, 2006
Connie Sue GrosserCarillon Investments, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 30, 2006Jun 30, 2006
Jeffrey Michael SilvermanCarillon Investments, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 30, 2006Jun 30, 2006
Daniel Gerard DolanCarillon Investments, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 30, 2006Jun 30, 2006
Scott Patrick KelleyCarillon Investments, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 30, 2006Jun 30, 2006
David Butler WentzCarillon Investments, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 30, 2006Jun 30, 2006
David Wayne StockmeierCarillon Investments, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 30, 2006Jun 30, 2006
Nona Parmelee BelousCarillon Investments, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 30, 2006Jun 30, 2006
Colin Shane MillerCarillon Investments, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 30, 2006Jun 30, 2006
Fred J AbbottCarillon Investments, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 30, 2006Jun 30, 2006
Arthur John BernaducciCarillon Investments, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 30, 2006Jun 30, 2006
Jennifer Lei TanCarillon Investments, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 30, 2006Jun 30, 2006
Paul N LekousisCarillon Investments, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 30, 2006Jun 30, 2006
Mark Phillip RosenbaumCarillon Investments, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 30, 2006Jun 30, 2006
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322 moves match.