DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Avantax Advisory Services

833 moves
AdvisorFromToTypeLeftRegistered
Erin Marie RohnTrivelloni Asset Management otherAvantax Advisory Services otherOtherAug 3, 2017Dec 20, 2016
Robert T. VentourSecurian Financial Services, Inc. otherAvantax Advisory Services otherOtherAug 1, 2017Sep 14, 2017 (44 d)
Thomas Johnson PaupSpc otherAvantax Advisory Services otherOtherJul 31, 2017Jul 28, 2017
Erika LandavazoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAvantax Advisory Services BD affiliatedWirehouse to affiliated broker-dealer or bankJul 19, 2017Oct 12, 2022 (1911 d)
Aston Addison DouglasVoya Financial Advisors, Inc. otherAvantax Advisory Services otherOtherJul 12, 2017Jul 19, 2017
Kentrell TaylorMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAvantax Advisory Services otherOtherJul 10, 2017Jul 31, 2017
Antonio A StokesLPL Financial LLC otherAvantax Advisory Services otherOtherJun 28, 2017Jun 19, 2017
Peter W VitaliMorgan Stanley wirehouseAvantax Advisory Services otherOtherJun 12, 2017Jun 13, 2017
Jacob Neuman ImpellicceiriMcadam LLC otherAvantax Advisory Services otherOtherMay 30, 2017Jun 8, 2017
Jason Jon LukzW3 Wealth Advisors, LLC state registeredAvantax Advisory Services otherOtherApr 24, 2017Oct 10, 2017 (169 d)
John Schlotz1st Global Advisors Inc otherAvantax Advisory Services otherOtherApr 6, 2017Apr 28, 2017
Rochelle Lee ForrestStifel, Nicolaus & Company, Incorporated national BDAvantax Advisory Services otherOtherApr 4, 2017Apr 4, 2017
Angela Lee MoyerAmeriprise Financial Services, LLC national BDAvantax Advisory Services BD affiliatedAffiliated broker-dealer or bank to anotherApr 4, 2017Aug 27, 2018 (510 d)
Richard Warren LancasterNational Planning Corporation ("Npc Of America" In Fl & Ny) otherAvantax Advisory Services otherOtherMar 31, 2017Mar 22, 2017
Eric Alaniz1st Global Advisors Inc otherAvantax Advisory Services otherOtherMar 8, 2017May 2, 2017 (55 d)
Jagruti MakwanaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAvantax Advisory Services BD affiliatedWirehouse to affiliated broker-dealer or bankMar 8, 2017Jan 30, 2019 (693 d)
Eric Edward SnodgrassFsc Securities Corporation otherAvantax Advisory Services otherOtherFeb 15, 2017Feb 13, 2017
Saeed BowensEdward Jones national BDAvantax Advisory Services otherOtherFeb 7, 2017Jul 18, 2017 (161 d)
George Ochora OpiraAllstate Financial Advisors, LLC no RAUMAvantax Advisory Services otherOtherJan 18, 2017Jan 17, 2017
Daniel Thomas GoodwinInteractive Financial Advisors otherAvantax Advisory Services otherOtherJan 12, 2017Jan 6, 2017
James Walter SampairStevens Foster Financial Advisors otherAvantax Advisory Services otherOtherJan 10, 2017Jan 12, 2017
Anthony Sebastian MossaSummit Financial Group Inc otherAvantax Advisory Services otherOtherDec 31, 2016Jan 23, 2017
Sean KramerEdi Investment Advisor Corporation unclassifiedAvantax Advisory Services otherOtherDec 31, 2016Dec 1, 2016
Garrett Douglas DastrupPrincipal Securities, Inc. otherAvantax Advisory Services otherOtherDec 20, 2016Jan 13, 2017
Nelson Robert MatzenBright Wealth Management, LLC independent RIAAvantax Advisory Services otherOtherNov 17, 2016Dec 12, 2016
Helen H YangCharles Schwab & Co., Inc. national BDAvantax Advisory Services otherOtherNov 8, 2016Feb 9, 2017 (93 d)
Quantrel Wes HedrickCharles Schwab & Co., Inc. national BDAvantax Advisory Services otherOtherNov 8, 2016Jan 26, 2017 (79 d)
Duncan Trang Thien PhamCetera Investment Advisers LLC otherAvantax Advisory Services otherOtherOct 27, 2016Oct 19, 2016
Taylor HeifetzStrategic Advisers LLC national BDAvantax Advisory Services otherOtherOct 18, 2016Dec 5, 2016 (48 d)
Maximos BehnanTransamerica Financial Advisors, LLC otherAvantax Advisory Services otherOtherOct 10, 2016Apr 25, 2017 (197 d)
Mary Kay VanderweystCetera Investment Advisers LLC otherAvantax Advisory Services otherOtherSep 15, 2016Dec 8, 2016 (84 d)
Mary R SalasI.M. Financial, LLC unclassifiedAvantax Advisory Services BD affiliatedOtherSep 9, 2016Oct 25, 2019 (1141 d)
Douglas A BarrI.M. Financial, LLC unclassifiedAvantax Advisory Services BD affiliatedOtherSep 9, 2016Oct 25, 2019 (1141 d)
Elizabeth GrariIsc Advisors, Inc. otherAvantax Advisory Services otherOtherAug 10, 2016Sep 12, 2016 (33 d)
Steven Howard HornsteinLPL Financial LLC otherAvantax Advisory Services otherOtherJul 20, 2016Jun 30, 2016
Thomas Earl SimmsRaymond James Financial Services Advisors, Inc otherAvantax Advisory Services otherOtherJun 29, 2016Jun 27, 2016
Stephen Paul GiordanoQuestar Asset Management, Inc. otherAvantax Advisory Services otherOtherJun 10, 2016Jun 22, 2016
Matthew StephensMorgan Stanley wirehouseAvantax Advisory Services otherOtherJun 10, 2016Jul 18, 2016 (38 d)
Paul Robert JonesWaddell & Reed otherAvantax Advisory Services otherOtherJun 9, 2016May 23, 2016
Kevin Allen BernardEquitable Advisors, LLC national BDAvantax Advisory Services otherOtherMay 19, 2016Jun 3, 2016
Jay Raymond HuntMckinley Carter Wealth Services, Inc. otherAvantax Advisory Services BD affiliatedOtherMay 16, 2016Jan 7, 2021 (1697 d)
Jared Wesley FordRaymond James Financial Services Advisors, Inc otherAvantax Advisory Services otherOtherApr 20, 2016May 10, 2016
Matthew Paul WitterCanon Capital Investment Advisory otherAvantax Advisory Services otherOtherMar 10, 2016Mar 17, 2016
Alfred PonderSuntrust Investment Services, Inc. otherAvantax Advisory Services otherOtherFeb 19, 2016May 5, 2016 (76 d)
Jason Matthew CaseyThe Jenkins Group independent RIAAvantax Advisory Services otherOtherFeb 16, 2016Mar 3, 2016
Brian ShermanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAvantax Advisory Services otherOtherFeb 3, 2016Feb 3, 2016
Eugene Perry HeitmanCetera Advisor Networks LLC otherAvantax Advisory Services otherOtherJan 29, 2016Jan 29, 2016
Gary Layne BrownPrimerica Advisors national BDAvantax Advisory Services otherOtherJan 14, 2016Jan 13, 2016
James Patrick OneilMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAvantax Advisory Services otherOtherJan 8, 2016Sep 1, 2016 (237 d)
Dawn DrewitzCetera Advisors LLC otherAvantax Advisory Services otherOtherJan 4, 2016Feb 24, 2016 (51 d)
Thomas Lyle KehoeTransamerica Financial Advisors, LLC otherAvantax Advisory Services otherOtherDec 31, 2015Jan 5, 2016
Marc D FarmerCetera Investment Advisers LLC otherAvantax Advisory Services otherOtherDec 28, 2015Dec 8, 2015
Scott William CarrCadaret Grant & Co Inc otherAvantax Advisory Services otherOtherDec 24, 2015Dec 10, 2015
William Curtis OgdahlColliers Securities LLC otherAvantax Advisory Services otherOtherDec 21, 2015Dec 23, 2015
Robert Arthur WilkesSecurian Financial Services, Inc. otherAvantax Advisory Services otherOtherDec 11, 2015Dec 17, 2015
John Roy TriplettAmeriprise Financial Services, LLC national BDAvantax Advisory Services otherOtherNov 3, 2015Oct 30, 2015
Francis George SobieskiPrimerica Advisors national BDAvantax Advisory Services otherOtherOct 22, 2015Nov 9, 2015
John Joseph DemarcoPrimerica Advisors national BDAvantax Advisory Services otherOtherOct 21, 2015Nov 2, 2015
Ted Andrew FerikNorthwestern Mutual Investment Services,LLC otherAvantax Advisory Services BD affiliatedOtherOct 20, 2015Sep 16, 2022 (2523 d)
Paul David KuhnTransamerica Financial Advisors, LLC otherAvantax Advisory Services otherOtherOct 8, 2015Sep 30, 2015
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