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 Ameritas Advisory Services, LLC
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 |
|---|---|---|---|---|---|
| Shay C Delaney | Edward Jones national BD | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 4, 2026 | Sep 15, 2026 |
| James Christopher Shaffer | Allstate Financial Advisors, LLC BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 27, 2026 | Sep 2, 2026 |
| David M Lieberman | Park Avenue Securities LLC BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 27, 2026 | Jul 13, 2026 |
| Olivia M Lupfer | Thrivent Advisor Network, LLC BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 15, 2026 | Jul 14, 2026 |
| Christopher Phillips | Voya Retirement Advisors, LLC other | Ameritas Advisory Services, LLC BD affiliated | Other | Jun 25, 2026 | Jun 22, 2026 |
| Daniel J Fusco | United Planners' Financial Services Of America A Limited Partner independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 15, 2026 | Jun 26, 2026 |
| Grant Alan Hageman | Harbour Investments, Inc. independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 19, 2026 | Jun 5, 2026 |
| Luke Richard Halsey | LPL Enterprise, LLC BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 15, 2026 | May 13, 2026 |
| Richard Cole | LPL Financial LLC BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 14, 2026 | May 28, 2026 |
| Jeremy Vincente Lopez | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Ameritas Advisory Services, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 4, 2026 | Apr 29, 2026 |
| Brian Keith Mcleish | State Farm Investment Management Corp. asset manager | Ameritas Advisory Services, LLC BD affiliated | Other | Apr 30, 2026 | Jul 1, 2026 (62 d) |
| Stephen Anthony Hoversten | Mwa Financial Services, Inc. BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 18, 2026 | Mar 9, 2026 |
| David L Ediger | Eagle Strategies LLC BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 12, 2026 | Mar 6, 2026 |
| Joel Lawrence Kubala | Stifel, Nicolaus & Company, Incorporated national BD | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 26, 2026 | Feb 19, 2026 |
| Robert Wayne Schoonmaker | MML Investors Services, LLC BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 25, 2026 | Jun 25, 2026 (120 d) |
| Austin M Reaster | Financial Gravity Family Office Services, LLC independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 23, 2026 | Feb 24, 2026 |
| Scotty Hendricks | Eagle Strategies LLC BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 3, 2026 | Feb 17, 2026 |
| Emma Lee Mumpower | Strategic Advisers LLC national BD | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 29, 2026 | Jul 8, 2026 (160 d) |
| Jonathan Henkels | Beacon Global Advisor Network, LLC independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 28, 2026 | Feb 10, 2026 |
| Eric S Bowen | Cetera Investment Advisers LLC BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 26, 2026 | Jan 29, 2026 |
| Kathleen Marsh | MML Investors Services, LLC BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 16, 2026 | Jul 1, 2026 (166 d) |
| Bryan Michael Shank | Charles Schwab & Co., Inc. national BD | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 7, 2025 | Mar 12, 2026 (125 d) |
| Jessica Ann Shillington | Thrivent Investment Management Inc. BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 13, 2025 | Nov 10, 2025 |
| David Matthew Frings | Onedigital institutional | Ameritas Advisory Services, LLC BD affiliated | Other | Oct 8, 2025 | Nov 18, 2025 (41 d) |
| Michelle R Schroeder | Fifth Third Securities, Inc. BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 25, 2025 | Sep 24, 2025 |
| Jeffrey Allen Dunn | Edward Jones national BD | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 24, 2025 | Sep 29, 2025 |
| Bradley J Jarabek | Raymond James Financial Services Advisors, Inc BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 12, 2025 | Aug 12, 2025 |
| Kirk Matthew Tokheim | Ae Wealth Management, LLC BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 31, 2025 | Aug 25, 2025 |
| Robert J Lee | Oneamerica Securities, Inc. BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 16, 2025 | Sep 23, 2025 (69 d) |
| Joshua Morton | MML Investors Services, LLC BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 4, 2025 | Aug 29, 2025 (86 d) |
| David Bruce Mosenson | Hornor, Townsend & Kent, LLC BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 2, 2025 | May 1, 2025 |
| Jonathan Brett Mosenson | Hornor, Townsend & Kent, LLC BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 2, 2025 | May 1, 2025 |
| Emily Susan Ashton | Kdk Private Wealth Management independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 17, 2025 | Apr 17, 2025 |
| Roger Anthony Ruz | Grove Point Advisors, LLC BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 14, 2025 | Mar 25, 2025 |
| Tanner Specht | Thrivent Investment Management Inc. BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 26, 2025 | Apr 24, 2025 (57 d) |
| Brenna M Bonillas | LPL Financial LLC BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 20, 2025 | Aug 14, 2025 (175 d) |
| Cassandra Joan Mcpherson | Charles Schwab & Co., Inc. national BD | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 13, 2025 | May 19, 2025 (95 d) |
| Nathan Charles Goodwin | Baldwin Wealth Partners, LLC independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 27, 2025 | May 15, 2025 (108 d) |
| Dane Abrigana | Hornor, Townsend & Kent, LLC BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 17, 2025 | Jan 22, 2025 |
| Sean Fleming | Ae Wealth Management, LLC independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 8, 2025 | Feb 24, 2025 (47 d) |
| Rochelle Deanne Sanchez | U.S. Bancorp Advisors, LLC BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 2, 2025 | Feb 17, 2025 (46 d) |
| Ryan A Mccollum | Axos Invest, Inc independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 2, 2025 | Jan 13, 2025 |
| Bryan Lynn Harding | Concourse Financial Group Advisors BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2024 | Oct 1, 2025 (274 d) |
| Jared Tyler Wilson | Transamerica Retirement Advisors, LLC BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 19, 2024 | Aug 20, 2026 (639 d) |
| Maria Magdalena Fessler | Missionsquare Retirement institutional | Ameritas Advisory Services, LLC BD affiliated | Other | Nov 14, 2024 | Oct 6, 2025 (326 d) |
| John Joseph Kehoe | New Frontier Advisors, LLC asset manager | Ameritas Advisory Services, LLC BD affiliated | Other | Nov 14, 2024 | Nov 18, 2024 |
| Michael Ernest Canfield | First Heartland Consultants, Inc. BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 31, 2024 | Nov 8, 2024 |
| John Everette Street | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Ameritas Advisory Services, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 14, 2024 | Feb 17, 2025 (126 d) |
| Christopher Bor | Osaic Wealth, Inc. BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 2, 2024 | Feb 26, 2025 (147 d) |
| Stephen Andrew High | Commonwealth Financial Network national BD | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 27, 2024 | Jan 31, 2025 (126 d) |
| Aaron Daniel Hunter | Awh Financial, LLC no RAUM | Ameritas Advisory Services, LLC BD affiliated | Other | Sep 27, 2024 | Aug 11, 2026 (683 d) |
| Peter John Winovich | Wilcox Financial, Inc. unclassified | Ameritas Advisory Services, LLC BD affiliated | Other | Sep 16, 2024 | Nov 1, 2021 |
| Michael Weckenbrock | Bcg Securities, Inc. independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 11, 2024 | Oct 30, 2024 (141 d) |
| Scott Medrick Marcoe | Securities America Advisors, Inc. BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 21, 2024 | Nov 3, 2025 (531 d) |
| Brian Patrick Abad | Captrust institutional | Ameritas Advisory Services, LLC BD affiliated | Other | May 9, 2024 | May 13, 2024 |
| Mark St. Patrick Oliver | Advice And Planning Services BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 7, 2024 | Nov 1, 2024 (178 d) |
| Ross Brenner | Valic Financial Advisors, Inc. BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 1, 2024 | Mar 19, 2024 |
| Paul Tunink | Valic Financial Advisors, Inc. BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 1, 2024 | Mar 18, 2024 |
| Branden Mark Heins | Assetmark, Inc. BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 25, 2024 | Mar 26, 2024 |
| Tanner B Singleton | Advocate Wealth Solutions state registered | Ameritas Advisory Services, LLC BD affiliated | Other | Mar 13, 2024 | Feb 27, 2024 |
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312 moves match.