DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Bankers Life Advisory Services, Inc.
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Laura Scheppele | LPL Financial LLC BD affiliated | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 31, 2026 | Aug 6, 2026 |
| Britina Clarke | Hightower Advisors, LLC BD affiliated | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2026 | Sep 2, 2026 (57 d) |
| Joseph Anthony Gutierrez | Encompass More Asset Management LLC independent RIA | Bankers Life Advisory Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 22, 2026 | Aug 21, 2026 (60 d) |
| Riley Lavancha | Rockbridge Investment Management, LLC independent RIA | Bankers Life Advisory Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 12, 2026 | Aug 7, 2026 (56 d) |
| Wesley L Lindquist | Elite Income Advisors, Inc. independent RIA | Bankers Life Advisory Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Dec 23, 2025 | Jun 9, 2026 (168 d) |
| Cheyanda Myers | MML Investors Services, LLC BD affiliated | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 1, 2025 | Sep 2, 2026 (275 d) |
| Maxine Asha Allen | Truist Advisory Services, Inc. BD affiliated | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 20, 2025 | Jan 20, 2026 (61 d) |
| Jamshid Seleh | Transamerica Financial Advisors, LLC BD affiliated | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 7, 2025 | Aug 28, 2026 (294 d) |
| James H Terrells | Lodestone Wealth Management LLC independent RIA | Bankers Life Advisory Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Oct 16, 2025 | Jun 17, 2026 (244 d) |
| Nima Helmi | Edward Jones national BD | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 12, 2025 | Nov 18, 2025 (67 d) |
| Jarrod Tipton | Fifth Third Securities, Inc. BD affiliated | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 23, 2025 | Nov 3, 2025 (103 d) |
| Seth Smith | Strategic Advisers LLC national BD | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 23, 2025 | Jun 16, 2026 (328 d) |
| Cary Michael Margolis | Next Financial Group, Inc. BD affiliated | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 30, 2025 | Jun 6, 2025 |
| Nicholas Cockerham | Raymond James & Associates, Inc. national BD | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 19, 2025 | Jun 4, 2026 (381 d) |
| Sabrina Gayle Waddell | First Command Advisory Services BD affiliated | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 15, 2025 | Jun 2, 2025 (48 d) |
| James Richard Sophia | Vanderbilt Advisory Services BD affiliated | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 19, 2025 | Feb 4, 2026 (322 d) |
| Jean Phillip Joshue Espinosa Barrientos | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Bankers Life Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 10, 2025 | Jun 9, 2026 (456 d) |
| Tyisha Marie Wolfe | First Command Advisory Services BD affiliated | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 27, 2025 | Mar 25, 2025 |
| Charles Vance Brantley | Raleigh Capital Management Inc. independent RIA | Bankers Life Advisory Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 20, 2025 | Feb 10, 2026 (355 d) |
| Kristopher Alan Heig | Ashton Thomas Private Wealth independent RIA | Bankers Life Advisory Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jan 31, 2025 | Feb 12, 2026 (377 d) |
| Todd David Cross | Commonwealth Financial Network national BD | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 30, 2025 | Apr 21, 2025 (81 d) |
| Rebecca Kay Mcardle | Charles Schwab & Co., Inc. national BD | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 10, 2025 | Apr 10, 2026 (455 d) |
| Stephanie Lynn Miller | Pruco Securities, LLC no RAUM | Bankers Life Advisory Services, Inc. BD affiliated | Other | Dec 10, 2024 | Mar 13, 2025 (93 d) |
| Josiah J Wines | Edward Jones national BD | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 31, 2024 | Feb 9, 2026 (466 d) |
| Garret Benson | MML Investors Services, LLC BD affiliated | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 3, 2024 | Sep 12, 2024 |
| John Thomas Turner | First Advisors National, LLC independent RIA | Bankers Life Advisory Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 14, 2024 | Jan 7, 2025 (146 d) |
| Benjamin Eggleston | Charles Schwab & Co., Inc. national BD | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2024 | Sep 26, 2025 (417 d) |
| Neha Sachin Lande | Charles Schwab & Co., Inc. national BD | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 31, 2024 | Jan 15, 2026 (533 d) |
| Angel Matos | Citigroup Global Markets Inc. BD affiliated | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 24, 2024 | Oct 30, 2024 (98 d) |
| Kounian Ding | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Bankers Life Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 5, 2024 | Jun 24, 2026 (719 d) |
| Kyle Stephen Nystrom | First Command Advisory Services BD affiliated | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 3, 2024 | Apr 7, 2025 (308 d) |
| Charles Ashley Girling | Wells Fargo Advisors wirehouse | Bankers Life Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 9, 2024 | Apr 29, 2024 |
| Max Lionel Molina | MML Investors Services, LLC BD affiliated | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 31, 2024 | Mar 13, 2024 (42 d) |
| Julie Elise Barker | Cwm, LLC BD affiliated | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 3, 2023 | Dec 6, 2024 (430 d) |
| Joshua Nathanial Pauli | Benjamin F. Edwards & Company, Incorporated BD affiliated | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 12, 2023 | Jul 17, 2023 |
| Chris Ambrose | J.P. Morgan Securities LLC wirehouse | Bankers Life Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 10, 2023 | Jul 19, 2023 |
| Christopher Moreno | Next Financial Group, Inc. BD affiliated | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 19, 2023 | Jun 2, 2023 |
| Laura Carolina | Valic Financial Advisors, Inc. BD affiliated | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 21, 2023 | Aug 3, 2023 (104 d) |
| Joseph Nielsen | Charles Schwab & Co., Inc. national BD | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 6, 2023 | Feb 6, 2023 |
| Tevin Gibson | Fidelity Personal And Workplace Advisors BD affiliated | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 28, 2022 | Sep 20, 2024 (693 d) |
| John Felix Ciocca | Citizens Securities, Inc. BD affiliated | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 25, 2022 | Sep 10, 2024 (686 d) |
| Ali El Sayed | Morgan Stanley wirehouse | Bankers Life Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 14, 2022 | Oct 18, 2022 |
| Robert Holland Cox | Ameriprise Financial Services, LLC national BD | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 3, 2022 | Aug 6, 2024 (673 d) |
| Xinge Zhang | Transamerica Financial Advisors, LLC BD affiliated | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 26, 2022 | Jul 25, 2022 |
| Randi R Marsh | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Bankers Life Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 6, 2022 | Sep 8, 2022 (64 d) |
| Kevin Broderick | Wells Fargo Advisors wirehouse | Bankers Life Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 9, 2022 | May 31, 2022 |
| Karl Robert Sullivan | Mutual Of Omaha Investor Services, Inc. independent RIA | Bankers Life Advisory Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | May 16, 2022 | May 10, 2022 |
| Michael Sable | Fidelity Personal And Workplace Advisors BD affiliated | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 25, 2022 | Sep 10, 2026 (1599 d) |
| Nevine Magdy George | Primerica Advisors national BD | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 12, 2022 | Apr 26, 2022 |
| Martha Ann Spano | UBS Financial Services Inc. wirehouse | Bankers Life Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 7, 2022 | Jan 15, 2021 |
| Joseph Ryan Perigo | LPL Financial LLC BD affiliated | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 19, 2022 | Sep 4, 2026 (1689 d) |
| Martin William Youmaran | J.P. Morgan Securities LLC wirehouse | Bankers Life Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 3, 2022 | Aug 29, 2023 (603 d) |
| Reece Allen Chlumsky | Wells Fargo Advisors wirehouse | Bankers Life Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 8, 2021 | Aug 26, 2021 |
| David Lee Janszen | Fifth Third Securities, Inc. BD affiliated | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 2, 2021 | Oct 1, 2025 (1490 d) |
| Chris Ambrose | Wells Fargo Advisors wirehouse | Bankers Life Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 29, 2021 | Jul 16, 2021 |
| Kristopher W Dennis | Pruco Securities, LLC BD affiliated | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 13, 2021 | Aug 2, 2021 (81 d) |
| Jose Miguel Hernandez-Gomez | Northwestern Mutual Investment Services,LLC no RAUM | Bankers Life Advisory Services, Inc. BD affiliated | Other | Apr 13, 2021 | Sep 2, 2021 (142 d) |
| Deny Delgadillo | Bancwest Investment Services, Inc. (Bwis) BD affiliated | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 5, 2021 | Mar 3, 2021 |
| Michael Scott Benoit | Principal Securities, Inc. BD affiliated | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 1, 2021 | Aug 16, 2022 (533 d) |
| Jonathan Erik James | Fifth Third Securities, Inc. BD affiliated | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 8, 2021 | Mar 23, 2021 (74 d) |
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135 moves match.