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.

AdvisorFromToTypeLeftRegistered
Ryan James DraperAllstate Financial Advisors, LLC no RAUMAmeritas Advisory Services, LLC BD affiliatedOtherMay 23, 2017Nov 1, 2021 (1623 d)
Brenna M BonillasGirard Securities, Inc. otherAmeritas Advisory Services, LLC BD affiliatedOtherMar 27, 2017Jun 21, 2023 (2277 d)
James Joseph CarbonePrincipal Securities, Inc. otherAmeritas Advisory Services, LLC BD affiliatedOtherJan 19, 2017Mar 12, 2026 (3339 d)
Mark Vincent GreimCapital Analysts otherAmeritas Advisory Services, LLC BD affiliatedOtherNov 10, 2016Nov 1, 2021 (1817 d)
David SalleyEdward Jones national BDAmeritas Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 10, 2016Nov 1, 2021 (2001 d)
Anna Louise PulgianoOsaic Fa, Inc. otherAmeritas Advisory Services, LLC BD affiliatedOtherMay 3, 2016Nov 1, 2021 (2008 d)
Kenneth Arrington ClarkeUnited Planners' Financial Services Of America A Limited Partner otherAmeritas Advisory Services, LLC BD affiliatedOtherApr 19, 2016Nov 1, 2021 (2022 d)
Arthur Regan WasherCurian Capital, LLC otherAmeritas Advisory Services, LLC BD affiliatedOtherMar 24, 2016Nov 1, 2021 (2048 d)
Michael Edward HipsonPrincipal Securities, Inc. otherAmeritas Advisory Services, LLC BD affiliatedOtherFeb 22, 2016Nov 1, 2021 (2079 d)
Scott Allen LeavittOn Investment Management Co otherAmeritas Advisory Services, LLC BD affiliatedOtherFeb 17, 2016Nov 1, 2021 (2084 d)
Lawrence Patrick DeckerVoya Financial Advisors, Inc. otherAmeritas Advisory Services, LLC BD affiliatedOtherJan 22, 2016Nov 1, 2021 (2110 d)
Robert Allan MillerWells Fargo Advisors wirehouseAmeritas Advisory Services, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankOct 16, 2015Nov 1, 2021 (2208 d)
Kristine Denise MaxfieldCharles Schwab & Co., Inc. national BDAmeritas Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 19, 2015Nov 1, 2021 (2327 d)
Marcus WernkeWells Fargo Advisors wirehouseAmeritas Advisory Services, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 16, 2015Nov 1, 2021 (2330 d)
Jennifer B BuzzeoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAmeritas Advisory Services, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankFeb 3, 2015Nov 1, 2021 (2463 d)
Anthony Gaspare PerroneEstate And Business Planning Group, Pa unclassifiedAmeritas Advisory Services, LLC BD affiliatedOtherDec 5, 2014Nov 1, 2021 (2523 d)
Jeffrey Alan GreenEstate And Business Planning Group, Pa unclassifiedAmeritas Advisory Services, LLC BD affiliatedOtherDec 5, 2014Nov 1, 2021 (2523 d)
Tyler William MainquistThrivent Investment Management Inc. otherAmeritas Advisory Services, LLC BD affiliatedOtherFeb 13, 2014Nov 1, 2021 (2818 d)
Joseph R FalisiOsaic Fa, Inc. otherAmeritas Advisory Services, LLC BD affiliatedOtherJan 28, 2014Nov 1, 2021 (2834 d)
David John LaplanteUSA Financial Securities LLC otherAmeritas Advisory Services, LLC BD affiliatedOtherJan 2, 2014Nov 1, 2021 (2860 d)
Jerry Dean CarpenterMsi Financial Services, Inc. otherAmeritas Advisory Services, LLC BD affiliatedOtherNov 19, 2013Nov 1, 2021 (2904 d)
Richard Charles SpenceAllied Financial Consultant LLC unclassifiedAmeritas Advisory Services, LLC BD affiliatedOtherApr 11, 2013Nov 1, 2021 (3126 d)
Daniel Theodore BillingsConcourse Financial Group Advisors otherAmeritas Advisory Services, LLC BD affiliatedOtherFeb 20, 2013Nov 1, 2021 (3176 d)
Kate Kilgore CihonSecurian Financial Services, Inc. otherAmeritas Advisory Services, LLC BD affiliatedOtherJan 3, 2013Nov 1, 2021 (3224 d)
Elizabeth Stephanie DaffnerBerthel Fisher & Company Financial Services, Inc. otherAmeritas Advisory Services, LLC BD affiliatedOtherJul 27, 2012Nov 1, 2021 (3384 d)
Steven TurnerTd Ameritrade, Inc. no RAUMAmeritas Advisory Services, LLC BD affiliatedOtherDec 20, 2011Dec 21, 2023 (4384 d)
Gary Leon PettittMutual Of Omaha Investor Services, Inc. no RAUMAmeritas Advisory Services, LLC BD affiliatedOtherNov 10, 2011Nov 1, 2021 (3644 d)
Mark Allen HughesOneamerica Securities, Inc. otherAmeritas Advisory Services, LLC BD affiliatedOtherOct 31, 2011Nov 1, 2021 (3654 d)
Joseph Henry GonzalezLPL Financial LLC otherAmeritas Advisory Services, LLC BD affiliatedOtherOct 19, 2011Nov 1, 2021 (3666 d)
Peggy Ann BeckenhauerEdward Jones national BDAmeritas Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 27, 2011Nov 1, 2021 (3688 d)
Timothy Lawrence Von EbersPark Avenue Securities LLC otherAmeritas Advisory Services, LLC BD affiliatedOtherSep 16, 2011Jan 27, 2023 (4151 d)
Barry Keith NewmanStancorp Investment Advisers, Inc. otherAmeritas Advisory Services, LLC BD affiliatedOtherAug 15, 2011Nov 1, 2021 (3731 d)
Kevin Emile O'BrienEdward Jones national BDAmeritas Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 4, 2010Nov 1, 2021 (4107 d)
William Ryan PoindexterGunnallen Financial, Inc unclassifiedAmeritas Advisory Services, LLC BD affiliatedOtherMar 30, 2010Nov 1, 2021 (4234 d)
Samuel Scott Nelson-ArcherGunnallen Financial, Inc unclassifiedAmeritas Advisory Services, LLC BD affiliatedOtherMar 30, 2010Nov 1, 2021 (4234 d)
Francis Lawrence WoodsEsi Financial Advisors otherAmeritas Advisory Services, LLC BD affiliatedOtherFeb 6, 2009Nov 1, 2021 (4651 d)
Dirk Alan BargenSecurian Financial Services, Inc. otherAmeritas Advisory Services, LLC BD affiliatedOtherJan 5, 2009Nov 1, 2021 (4683 d)
Salvatore Daniel LombardiMML Investors Services, LLC otherAmeritas Advisory Services, LLC BD affiliatedOtherDec 31, 2008Oct 11, 2022 (5032 d)
Neal Kenneth AdlerSecurities America Advisors, Inc. otherAmeritas Advisory Services, LLC BD affiliatedOtherNov 26, 2008Nov 1, 2021 (4723 d)
John EggletonAlliancebernstein L.P. otherAmeritas Advisory Services, LLC BD affiliatedOtherNov 10, 2008Nov 1, 2021 (4739 d)
Scott Raymond FarmenSecurities America Advisors, Inc. otherAmeritas Advisory Services, LLC BD affiliatedOtherNov 6, 2008Nov 1, 2021 (4743 d)
Carl Edward RogersEsi Financial Advisors otherAmeritas Advisory Services, LLC BD affiliatedOtherSep 3, 2008Nov 1, 2021 (4807 d)
Patrick Lamar FitzgeraldEsi Financial Advisors otherAmeritas Advisory Services, LLC BD affiliatedOtherSep 2, 2008Nov 1, 2021 (4808 d)
Peter Benard CohenCreative Resources Investment Advisors LLC otherAmeritas Advisory Services, LLC BD affiliatedOtherJul 7, 2008Nov 1, 2021 (4865 d)
Brian Jeffrey RussellSnider Advisors otherAmeritas Advisory Services, LLC BD affiliatedOtherMay 15, 2008Nov 1, 2021 (4918 d)
Daniel Joseph GalliPfe Advisors, Inc. no RAUMAmeritas Advisory Services, LLC BD affiliatedOtherFeb 12, 2008Nov 1, 2021 (5011 d)
Jeffrey Brian FernWaddell & Reed otherAmeritas Advisory Services, LLC BD affiliatedOtherJul 10, 2007Nov 1, 2021 (5228 d)
Joshua Donald RuhnkePrincipal Securities, Inc. otherAmeritas Advisory Services, LLC BD affiliatedOtherApr 12, 2007Nov 1, 2021 (5317 d)
John Clark StultsOsaic Fs, Inc. otherAmeritas Advisory Services, LLC BD affiliatedOtherJan 29, 2007Nov 1, 2021 (5390 d)
Michael Wayne ArthursWaddell & Reed otherAmeritas Advisory Services, LLC BD affiliatedOtherDec 14, 2006Nov 1, 2021 (5436 d)
Kenneth Eric BromanSecurities America Advisors, Inc. otherAmeritas Advisory Services, LLC BD affiliatedOtherSep 8, 2006Nov 1, 2021 (5533 d)
Robert Durant HackettCarillon Investments, Inc. unclassifiedAmeritas Advisory Services, LLC BD affiliatedOtherJun 30, 2006Nov 1, 2021 (5603 d)
Mark Edwards WernerCarillon Investments, Inc. unclassifiedAmeritas Advisory Services, LLC BD affiliatedOtherJun 30, 2006Nov 1, 2021 (5603 d)
Keith Michael GilliesCarillon Investments, Inc. unclassifiedAmeritas Advisory Services, LLC BD affiliatedOtherJun 30, 2006Nov 1, 2021 (5603 d)
Patrick Joseph KenneyCarillon Investments, Inc. unclassifiedAmeritas Advisory Services, LLC BD affiliatedOtherJun 30, 2006Nov 1, 2021 (5603 d)
Joseph Patrick HubbardCarillon Investments, Inc. unclassifiedAmeritas Advisory Services, LLC BD affiliatedOtherJun 30, 2006Nov 1, 2021 (5603 d)
Jeffrey Craig SamsonCarillon Investments, Inc. unclassifiedAmeritas Advisory Services, LLC BD affiliatedOtherJun 30, 2006Nov 1, 2021 (5603 d)
David Bryan RomeroCarillon Investments, Inc. unclassifiedAmeritas Advisory Services, LLC BD affiliatedOtherJun 30, 2006Nov 1, 2021 (5603 d)
John Charles KenanCarillon Investments, Inc. unclassifiedAmeritas Advisory Services, LLC BD affiliatedOtherJun 30, 2006Nov 1, 2021 (5603 d)
Douglas David MeyersCarillon Investments, Inc. unclassifiedAmeritas Advisory Services, LLC BD affiliatedOtherJun 30, 2006Nov 1, 2021 (5603 d)
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311 moves match.