DFX Intelligence
Advisor moves
Arrivals at Park Avenue Securities LLCWhat a move isA 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.
1,289 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jason A Phipps | 9258 Wealth Management, LLC independent RIA | Park Avenue Securities LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 1, 2022 | Aug 11, 2022 |
| Jennifer Zittel | Oak Harvest Investment Services independent RIA | Park Avenue Securities LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 25, 2022 | May 10, 2023 (289 d) |
| Aldian David - Jonathan Isaacs | Florida Financial Advisors, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 13, 2022 | Oct 27, 2022 (106 d) |
| Daniel R Reitz | Eagle Strategies LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 5, 2022 | Jul 27, 2022 |
| Ricky Lawson Carroll | Colorado Financial Service Corporation other | Park Avenue Securities LLC BD affiliated | Other | Jul 1, 2022 | Nov 7, 2022 (129 d) |
| De'Baron Davis | Ameritas Advisory Services, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 23, 2022 | Jun 23, 2022 |
| Stephen E Creps | Citizens Securities, Inc. BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 21, 2022 | Jul 8, 2022 |
| Devon Thomas Beamesderfer | LPL Financial LLC independent RIA | Park Avenue Securities LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 21, 2022 | Dec 23, 2024 (916 d) |
| Sarita Christine Null | Nationwide Investment Advisors, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 15, 2022 | Jun 23, 2022 |
| John Morato Juco | Morgan Stanley wirehouse | Park Avenue Securities LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 13, 2022 | Jun 24, 2022 |
| Eduardo Hernandez Vela | Northwestern Mutual Investment Services,LLC no RAUM | Park Avenue Securities LLC BD affiliated | Other | Jun 5, 2022 | Jul 19, 2023 (409 d) |
| Stephen Panos Keshishian | Eagle Strategies LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 3, 2022 | Jun 17, 2022 |
| Michael L Allison | Independent Advisor Alliance, LLC independent RIA | Park Avenue Securities LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 26, 2022 | Jul 7, 2022 (42 d) |
| Brett Christian Roth | W&S Brokerage Services, Inc. BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | May 23, 2022 | Jun 13, 2022 |
| William James Lafferty | Morgan Stanley wirehouse | Park Avenue Securities LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 27, 2022 | May 18, 2022 |
| Melissa Mullins Shanhouse | LPL Financial LLC independent RIA | Park Avenue Securities LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 20, 2022 | Mar 29, 2022 |
| Troy M Hein | Edward Jones national BD | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 16, 2022 | Apr 4, 2022 |
| Michael Hough | UBS Financial Services Inc. wirehouse | Park Avenue Securities LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 15, 2022 | Mar 15, 2022 |
| John R Callaway | Wells Fargo Advisors wirehouse | Park Avenue Securities LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 8, 2022 | Mar 1, 2022 |
| Wesley A Brinkman | Ameritas Advisory Services, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 8, 2022 | Mar 10, 2022 |
| Mario Melidona | MML Investors Services, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 7, 2022 | Mar 15, 2022 |
| James W Allen | Eagle Strategies LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 28, 2022 | Apr 5, 2022 (36 d) |
| Linda Carol Neuenburg | First Financial Consulting state registered | Park Avenue Securities LLC BD affiliated | Other | Feb 25, 2022 | Jan 26, 2022 |
| Bridget Orr | UBS Financial Services Inc. wirehouse | Park Avenue Securities LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 24, 2022 | Mar 17, 2022 |
| Brook Emme Thompson | Fbl Wealth Management, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 7, 2022 | Jun 9, 2022 (153 d) |
| Stephen S Koh | MML Investors Services, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 6, 2022 | Jan 4, 2022 |
| Sarah Rutherford | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Park Avenue Securities LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 3, 2022 | Jan 28, 2022 |
| John Hersey | Oneamerica Securities, Inc. BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 17, 2021 | Jun 16, 2022 (181 d) |
| Chris Telezyn | W&S Brokerage Services, Inc. BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 14, 2021 | Feb 2, 2022 (50 d) |
| Michael Pak | Wedbush Securities Inc. BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 2, 2021 | Nov 30, 2021 |
| Brian Sturdivant | Morgan Stanley wirehouse | Park Avenue Securities LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 2, 2021 | Feb 24, 2022 (84 d) |
| Robert Clark Armstrong | Dempsey Lord Smith, LLC independent RIA | Park Avenue Securities LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 29, 2021 | Jan 14, 2022 (46 d) |
| Haley Nguyen | Integrity Alliance, LLC independent RIA | Park Avenue Securities LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 18, 2021 | Dec 13, 2021 |
| Chase Michael Vaseleou | Hornor, Townsend & Kent, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 16, 2021 | Dec 2, 2021 |
| Noah Benjamin Winstead | Bankers Life Advisory Services, Inc. BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 5, 2021 | Nov 19, 2021 |
| Thomas Patrick O'Connor | Esi Financial Advisors BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 1, 2021 | Nov 19, 2021 |
| Thomas Joseph Treshock | Cadaret Grant & Co Inc BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 26, 2021 | Oct 29, 2021 |
| Algie R Horton | Nationwide Investment Advisors, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 19, 2021 | May 23, 2022 (216 d) |
| Lucas Brandon Austin | Eagle Strategies LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 12, 2021 | Sep 17, 2021 |
| Greg A Schultheis | MML Investors Services, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 12, 2021 | Dec 16, 2021 (65 d) |
| Patricia Reilly | Pruco Securities, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 7, 2021 | Oct 12, 2021 |
| Kayla M Puchko-Stephenson | On Investment Management Co BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 1, 2021 | Oct 4, 2021 |
| Jeffery J. Quinn | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Park Avenue Securities LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 23, 2021 | Oct 7, 2021 |
| Brian Mccarthy | Morgan Stanley wirehouse | Park Avenue Securities LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 17, 2021 | Jan 20, 2022 (125 d) |
| Tey H Kim | MML Investors Services, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 9, 2021 | Sep 24, 2021 |
| John D Hughes | MML Investors Services, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 3, 2021 | Oct 27, 2021 (54 d) |
| William Robert Crossan | Oneamerica Securities, Inc. BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 2, 2021 | Nov 3, 2022 (427 d) |
| Eric Korngold | Citigroup Global Markets Inc. BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 31, 2021 | Sep 29, 2021 |
| Adelia C Chung | Securities America Advisors, Inc. BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 17, 2021 | Aug 13, 2021 |
| Bryan H Nakamoto | Securities America Advisors, Inc. BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 17, 2021 | Aug 13, 2021 |
| David M Lieberman | Equitable Advisors, LLC national BD | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 9, 2021 | Oct 14, 2021 (66 d) |
| Edward Burgos | Schwab Wealth Advisory, Inc. no RAUM | Park Avenue Securities LLC BD affiliated | Other | Jul 30, 2021 | Mar 28, 2023 (606 d) |
| Robert M Hudnall | Eagle Strategies LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 6, 2021 | Jul 1, 2021 |
| Eric Joseph Cedor | Valley National Advisers Inc independent RIA | Park Avenue Securities LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 23, 2021 | Jul 22, 2021 |
| Josh Scott Vanfleteren | Strauss Financial Group independent RIA | Park Avenue Securities LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 23, 2021 | Oct 18, 2021 (117 d) |
| Brett Anthony Mudd | LPL Financial LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 9, 2021 | Feb 1, 2023 (602 d) |
| Kevin Patrick Janus | Ameritas Advisory Services BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | May 28, 2021 | Jun 22, 2021 |
| Christian Taylor Hudnall | J.P. Morgan Securities LLC wirehouse | Park Avenue Securities LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 25, 2021 | Jun 18, 2021 |
| Charles Michael Law | MML Investors Services, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | May 20, 2021 | Jul 13, 2021 (54 d) |
| Andrew Wayne Sheriff | Wells Fargo Advisors wirehouse | Park Avenue Securities LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 12, 2021 | Jul 22, 2021 (71 d) |