DFX Intelligence

RIA Intelligence

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
Chad Dennis ReedThe Advisors Group, Inc. unclassifiedAmeritas Advisory Services otherOtherSep 30, 2004Sep 30, 2004
William O'Neal HocuttThe Advisors Group, Inc. unclassifiedAmeritas Advisory Services otherOtherSep 30, 2004Sep 30, 2004
Alan Dale HendricksonThe Advisors Group, Inc. unclassifiedAmeritas Advisory Services otherOtherSep 30, 2004Sep 30, 2004
Robert Edwin FergusonThe Advisors Group, Inc. unclassifiedAmeritas Advisory Services otherOtherSep 30, 2004Sep 30, 2004
Dennis Eugene KagelEagle One Investments, LLC unclassifiedAmeritas Advisory Services otherOtherSep 1, 2004Jan 3, 2005 (124 d)
Erik J PedersenPruco Securities, LLC otherAmeritas Advisory Services otherOtherAug 12, 2004Aug 12, 2004
Wenjinn James ChangEquitable Advisors, LLC national BDAmeritas Advisory Services otherOtherAug 9, 2004Sep 2, 2004
Jonna Leigh DamianoAmeriprise Financial Services, LLC national BDAmeritas Advisory Services otherOtherJul 13, 2004Jul 26, 2004
Mark Andrew CasciolaWaddell & Reed otherAmeritas Advisory Services otherOtherJul 7, 2004Aug 5, 2004
Samuel Bruce PhillipsVoya Financial Advisors, Inc. otherAmeritas Advisory Services otherOtherJul 2, 2004Nov 18, 2004 (139 d)
Erin Lura HiltonValic Financial Advisors, Inc. otherAmeritas Advisory Services otherOtherJul 1, 2004Sep 24, 2004 (85 d)
Richard MccrocklinAmeriprise Financial Services, LLC national BDAmeritas Advisory Services otherOtherJun 28, 2004Jan 26, 2005 (212 d)
Leonard Richard SimpsonEquitable Advisors, LLC national BDAmeritas Advisory Services otherOtherMay 11, 2004Jun 23, 2004 (43 d)
Brent Allen WardFdx Advisors, Inc. otherAmeritas Advisory Services otherOtherJan 26, 2004May 12, 2005 (472 d)
Vernon Delaney HobbsHornor, Townsend & Kent, LLC otherAmeritas Advisory Services otherOtherDec 5, 2003Apr 1, 2004 (118 d)
Ozeme Jeanne Bonnette CooleyBlue Vase Securities, LLC unclassifiedAmeritas Advisory Services otherOtherOct 3, 2003Apr 1, 2004 (181 d)
John Frederick TaphornChase Investment Services Corp. otherAmeritas Advisory Services otherOtherSep 17, 2003Jul 13, 2005 (665 d)
William Patrick CareyEquitable Advisors, LLC national BDAmeritas Advisory Services otherOtherAug 13, 2003Aug 26, 2004 (379 d)
Michael Ray McpeekLocust Street Securities, Inc. unclassifiedAmeritas Advisory Services otherOtherJun 3, 2003Jun 24, 2003
Todd J ManternachOsaic Fs, Inc. otherAmeritas Advisory Services otherOtherFeb 19, 2003Aug 17, 2007 (1640 d)
Richard B SedwayOsaic Fa, Inc. otherAmeritas Advisory Services otherOtherDec 13, 2002Mar 20, 2003 (97 d)
Jim D. DuncanOneamerica Securities, Inc. otherAmeritas Advisory Services otherOtherAug 27, 2002Sep 30, 2002 (34 d)
Eric Cameron Mitchell HenryPrudential Equity Group, LLC unclassifiedAmeritas Advisory Services otherOtherJul 26, 2002Mar 24, 2005 (972 d)
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323 moves match.