DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Avantax Advisory Services

833 moves
AdvisorFromToTypeLeftRegistered
Chad Quinn PorzigPrimerica Advisors national BDAvantax Advisory Services BD affiliatedAffiliated broker-dealer or bank to anotherDec 7, 2018Dec 26, 2018
Evan Robin GuidoRobert W. Baird & Co. Incorporated mixed wealthAvantax Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2018Nov 15, 2018
Jamie Beth ZinkhanRobert W. Baird & Co. Incorporated mixed wealthAvantax Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2018Nov 15, 2018
Zablon Robert MuruliFisher Investments independent RIAAvantax Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankNov 27, 2018Feb 25, 2019 (90 d)
Antoine Lionel DuncanMoney Concepts Advisory Service BD affiliatedAvantax Advisory Services BD affiliatedAffiliated broker-dealer or bank to anotherNov 13, 2018May 23, 2019 (191 d)
Stephen ScialoUBS Financial Services Inc. wirehouseAvantax Advisory Services BD affiliatedWirehouse to affiliated broker-dealer or bankNov 12, 2018Oct 8, 2020 (696 d)
John Bradley WilsonSummit Financial Group Inc BD affiliatedAvantax Advisory Services BD affiliatedAffiliated broker-dealer or bank to anotherNov 6, 2018Oct 30, 2018
Ronald KudlacekSummit Financial Group Inc BD affiliatedAvantax Advisory Services BD affiliatedAffiliated broker-dealer or bank to anotherNov 6, 2018Oct 29, 2018
Catherine Savara McdanielSummit Financial Group Inc BD affiliatedAvantax Advisory Services BD affiliatedAffiliated broker-dealer or bank to anotherNov 5, 2018Oct 29, 2018
Tracy Diane TaylorSummit Financial Group Inc BD affiliatedAvantax Advisory Services BD affiliatedAffiliated broker-dealer or bank to anotherNov 5, 2018Oct 29, 2018
Sarah Suzanne KylesWells Fargo Advisors wirehouseAvantax Advisory Services BD affiliatedWirehouse to affiliated broker-dealer or bankOct 29, 2018Jul 16, 2020 (626 d)
Lawrence RochaOsaic Institutions, Inc. BD affiliatedAvantax Advisory Services BD affiliatedAffiliated broker-dealer or bank to anotherOct 13, 2018Nov 14, 2018 (32 d)
Michael Shane MooreRealta Investment Advisors, Inc independent RIAAvantax Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankOct 5, 2018Jul 20, 2020 (654 d)
Marshall Alan DeardenAmeritas Advisory Services BD affiliatedAvantax Advisory Services BD affiliatedAffiliated broker-dealer or bank to anotherSep 10, 2018Aug 31, 2018
Carol Ann CaseboltTd Ameritrade Investment Management, LLC independent RIAAvantax Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankSep 7, 2018Aug 30, 2018
Robin RodenAdvice And Planning Services BD affiliatedAvantax Advisory Services BD affiliatedAffiliated broker-dealer or bank to anotherAug 31, 2018Mar 12, 2019 (193 d)
Selene Larena SullivanJ.R. Young, P.C. unclassifiedAvantax Advisory Services otherOtherAug 29, 2018Feb 22, 2018
Matthew James MathiesenWaddell & Reed BD affiliatedAvantax Advisory Services BD affiliatedAffiliated broker-dealer or bank to anotherAug 22, 2018Sep 12, 2018
Ryan Matthew DresslerLPL Financial LLC independent RIAAvantax Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankAug 21, 2018Sep 24, 2018 (34 d)
Christopher MarshallAlterity Financial Group, LLC independent RIAAvantax Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankJul 24, 2018Sep 20, 2018 (58 d)
James Paul ClemensenCliftonlarsonallen Wealth Advisors, LLC BD affiliatedAvantax Advisory Services BD affiliatedAffiliated broker-dealer or bank to anotherJul 13, 2018Jul 23, 2018
Victoria Noelle SingletaryMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAvantax Advisory Services BD affiliatedWirehouse to affiliated broker-dealer or bankMar 22, 2018Apr 2, 2018
Brian ShermanCitigroup Global Markets Inc. BD affiliatedAvantax Advisory Services otherOtherMar 15, 2018Mar 1, 2018
Jahangir Ali SultanScottrade Investment Management BD affiliatedAvantax Advisory Services BD affiliatedAffiliated broker-dealer or bank to anotherMar 8, 2018Mar 5, 2019 (362 d)
Marcella Ann EvansEquitable Advisors, LLC national BDAvantax Advisory Services BD affiliatedAffiliated broker-dealer or bank to anotherMar 1, 2018Jul 12, 2018 (133 d)
Charles Thomas WinnMML Investors Services, LLC otherAvantax Advisory Services otherOtherFeb 26, 2018Feb 16, 2018
Nicholas BarnesReagan Companies Asset Management, Inc independent RIAAvantax Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankFeb 21, 2018May 9, 2023 (1903 d)
Kevin Durrelle HaggardMML Investors Services, LLC otherAvantax Advisory Services BD affiliatedOtherFeb 8, 2018Dec 21, 2018 (316 d)
Denise Gail AdahAmeriprise Financial Services, LLC national BDAvantax Advisory Services otherOtherFeb 8, 2018Feb 16, 2018
William John PowersSecurities America Advisors, Inc. otherAvantax Advisory Services otherOtherJan 26, 2018Jan 24, 2018
James M CollAmeriprise Financial Services, LLC national BDAvantax Advisory Services otherOtherJan 24, 2018Dec 21, 2017
Richard Edward MitchenRaymond James Financial Services Advisors, Inc BD affiliatedAvantax Advisory Services otherOtherJan 22, 2018Jan 18, 2018
Thomas Anthony BreauxRaymond James Financial Services Advisors, Inc BD affiliatedAvantax Advisory Services otherOtherJan 22, 2018Jan 18, 2018
Tricia Keller MarchandRaymond James Financial Services Advisors, Inc BD affiliatedAvantax Advisory Services otherOtherJan 22, 2018Jan 18, 2018
Jeremy Lee PardueWaddell & Reed otherAvantax Advisory Services BD affiliatedOtherJan 18, 2018Sep 16, 2020 (972 d)
Robin S SpencerComerica Securities bank affiliatedAvantax Advisory Services BD affiliatedOtherJan 12, 2018Apr 26, 2018 (104 d)
Shakeeb H SyedCitizens Securities, Inc. BD affiliatedAvantax Advisory Services BD affiliatedAffiliated broker-dealer or bank to anotherJan 12, 2018Apr 23, 2018 (101 d)
Michael Joseph AmatoIndependent Tax & Financial Planners, P.C. unclassifiedAvantax Advisory Services otherOtherDec 31, 2017Dec 2, 2016
Ming HuLasalle St. Investment Advisors, L.L.C. BD affiliatedAvantax Advisory Services otherOtherDec 31, 2017Jan 10, 2018
Donald Edward HoppHopp Wealth Management unclassifiedAvantax Advisory Services BD affiliatedOtherDec 31, 2017Oct 25, 2019 (663 d)
Jeffrey Paul DeisslerIndependent Tax & Financial Planners, P.C. unclassifiedAvantax Advisory Services otherOtherDec 31, 2017Jan 24, 2017
Paul CritchleyOdell & Critchley Pc unclassifiedAvantax Advisory Services BD affiliatedOtherDec 31, 2017Jan 6, 2022 (1467 d)
Martyn Joseph BallesteroInvestment Professionals, Inc. otherAvantax Advisory Services otherOtherDec 26, 2017Jan 5, 2018
Paul Joseph HaireLPL Financial LLC independent RIAAvantax Advisory Services otherOtherDec 22, 2017Dec 20, 2017
Linda Lee KnightonInvest Financial Corporation otherAvantax Advisory Services otherOtherDec 22, 2017Dec 22, 2017
Patrick Cary DaySpc otherAvantax Advisory Services otherOtherDec 14, 2017Dec 13, 2017
Jon Michael BartholomewTrinity Wealth Management, LLC otherAvantax Advisory Services BD affiliatedOtherNov 13, 2017Oct 23, 2018 (344 d)
Robert Charles Carte1st Global Advisors Inc otherAvantax Advisory Services otherOtherNov 1, 2017Nov 8, 2017
Billie Van LithAdvisornet Wealth Partners otherAvantax Advisory Services otherOtherOct 17, 2017Nov 2, 2017
Crystal ScottIsc Advisors, Inc. otherAvantax Advisory Services otherOtherOct 17, 2017Dec 11, 2017 (55 d)
Timothy Daniel FaheyStratford Consulting, LLC otherAvantax Advisory Services otherOtherOct 9, 2017Dec 19, 2017 (71 d)
Jamison ShiremanOn Investment Management Co otherAvantax Advisory Services otherOtherOct 3, 2017Jan 31, 2017
Matthew StroughEdward Jones national BDAvantax Advisory Services BD affiliatedAffiliated broker-dealer or bank to anotherOct 3, 2017Apr 23, 2019 (567 d)
Fred T FoxPark Avenue Securities LLC otherAvantax Advisory Services otherOtherOct 2, 2017Oct 3, 2017
Dannett June GardinerMwa Financial Services, Inc. otherAvantax Advisory Services otherOtherSep 26, 2017Feb 8, 2018 (135 d)
Gregory SamuelsSagepoint Financial, Inc. otherAvantax Advisory Services otherOtherSep 20, 2017Nov 13, 2017 (54 d)
Trent Lyndon WoodcockEdward Jones national BDAvantax Advisory Services otherOtherSep 12, 2017Sep 12, 2017
Douglas SchiffmillerBlueprint Wealth Alliance, LLC otherAvantax Advisory Services BD affiliatedOtherAug 28, 2017Dec 4, 2023 (2289 d)
James Garrett JankaTd Ameritrade Investment Management, LLC otherAvantax Advisory Services otherOtherAug 9, 2017Aug 21, 2017
Toby Ray KommerInvestment Centers Of America, Inc. otherAvantax Advisory Services BD affiliatedOtherAug 7, 2017Nov 24, 2020 (1205 d)
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