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 Packerland Brokerage 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 |
|---|---|---|---|---|---|
| Nicholas John Giardina | LPL Enterprise, LLC BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 18, 2026 | Sep 2, 2026 |
| Kristen Dawn Massie | Kestra Advisory Services, LLC BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 21, 2026 | Sep 3, 2026 |
| Michael Gu | Eagle Strategies LLC BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 23, 2026 | Jun 24, 2026 (62 d) |
| Jack Peter Wildman | Equitable Advisors, LLC national BD | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 2, 2026 | Jun 3, 2026 (121 d) |
| Harry Tuller Johnson | Creativeone Securities, LLC BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 4, 2025 | Dec 4, 2025 |
| Scott P Reiber | Concorde Asset Management, LLC BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 2, 2025 | Oct 1, 2025 |
| Eric Dale Snider | State Farm Investment Management Corp. asset manager | Packerland Brokerage Services, Inc. independent RIA | Other | Aug 5, 2025 | Sep 29, 2025 (55 d) |
| Christopher Thomas Bokmuller | Pks Advisory Services, LLC independent RIA | Packerland Brokerage Services, Inc. independent RIA | RIA to RIA | Mar 7, 2025 | Mar 6, 2025 |
| Herbert Frederick Allen | Harbour Investments, Inc. independent RIA | Packerland Brokerage Services, Inc. independent RIA | RIA to RIA | Dec 31, 2024 | Sep 3, 2025 (246 d) |
| Duncan Trang Thien Pham | Cetera Investment Advisers LLC BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2024 | Jan 31, 2025 (31 d) |
| Richard Scott Beam | Osaic Wealth, Inc. BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 20, 2024 | Oct 7, 2025 (291 d) |
| Casey John Brice | Ameriprise Financial Services, LLC national BD | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 6, 2024 | Jan 2, 2025 |
| Brian William Grogan | Western International Securities BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 21, 2024 | Jan 3, 2025 (43 d) |
| James Clark | Avantax Advisory Services BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 24, 2024 | Feb 27, 2025 (126 d) |
| Keith P Schaber | Pruco Securities, LLC BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 22, 2024 | Aug 16, 2024 |
| Joseph Hong | Ameritas Advisory Services, LLC BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | May 15, 2024 | May 13, 2024 |
| Jan Patrick Lee | Spire Wealth Management, LLC BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 16, 2024 | Apr 15, 2024 |
| Theresa J Manderski | Davenport & Company LLC BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 9, 2024 | Dec 15, 2025 (615 d) |
| Melissa Ann Jones | Osaic Wealth, Inc. BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 28, 2024 | Apr 8, 2024 |
| Keith Allen Saunders | Allstate Financial Advisors, LLC BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 7, 2024 | Feb 26, 2025 (356 d) |
| Timothy Sean Frey | LPL Financial LLC BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 23, 2024 | Mar 5, 2024 |
| Curtis Andrew Whitaker | Saxony Capital Management, LLC independent RIA | Packerland Brokerage Services, Inc. independent RIA | RIA to RIA | Dec 18, 2023 | Dec 15, 2023 |
| Emily Paige Soper | Oneamerica Securities, Inc. BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 7, 2023 | Nov 21, 2023 |
| Brian Paul Eisbach | Integrity Alliance, LLC independent RIA | Packerland Brokerage Services, Inc. independent RIA | RIA to RIA | Oct 13, 2023 | Oct 13, 2023 |
| Michael David Massey | Harbour Investments, Inc. independent RIA | Packerland Brokerage Services, Inc. independent RIA | RIA to RIA | Sep 6, 2023 | Sep 7, 2023 |
| Brad Anton Roethlisberger | Cuso Financial Services, L.P. BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 27, 2023 | Apr 4, 2023 |
| Jason Allen Rockman | Bfc Planning, Inc. BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 5, 2023 | Jan 6, 2023 |
| John H. Kaye | Raymond James Financial Services Advisors, Inc BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2022 | Dec 24, 2024 (724 d) |
| Lucas Brant Breeden | Spc BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2022 | Mar 21, 2023 (80 d) |
| Tim Taylor Smith | Securities America Advisors, Inc. BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 29, 2022 | May 25, 2023 (238 d) |
| David Eugene Packard | Cetera Advisor Networks LLC BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 7, 2022 | Sep 9, 2022 |
| Lenny Garnett Letcher | Avantax Advisory Services BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 19, 2022 | Aug 15, 2022 |
| Shiow-Yun Claudia Wu | Independent Financial Group, LLC BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 13, 2022 | Jul 13, 2022 |
| Benjamin John Morgan | On Investment Management Co BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 9, 2022 | Mar 8, 2022 |
| Patrick Thomas Radachi | Independent Financial Group, LLC BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 11, 2022 | Jan 11, 2022 |
| Thomas Kenneth Bailey | Avantax Advisory Services BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 3, 2021 | Nov 30, 2021 |
| Charles William Weber | Cetera Advisors LLC BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 29, 2021 | Mar 3, 2023 (459 d) |
| Shalen Sheneau Stanley | LPL Financial LLC BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 11, 2021 | Feb 25, 2022 (106 d) |
| Del Daniel Martin | Associated Investment Services, Inc. independent RIA | Packerland Brokerage Services, Inc. independent RIA | RIA to RIA | Sep 9, 2021 | Sep 15, 2021 |
| Lynette Kay Sayler | Money Concepts Advisory Service BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 7, 2021 | Jan 15, 2025 (1226 d) |
| Todd Forrest Jasperson | Woodbury Financial Services, Inc. BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 13, 2021 | Jul 14, 2021 |
| Matthew Thomas Garot | Southland Equity Partners, LLC. independent RIA | Packerland Brokerage Services, Inc. independent RIA | RIA to RIA | Jun 29, 2021 | Jul 9, 2021 |
| Charles Michael Carella | Avantax Advisory Services BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 4, 2021 | Jul 13, 2021 (39 d) |
| Warren Bruce Baum | Avantax Advisory Services BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 4, 2021 | Jul 13, 2021 (39 d) |
| Jason Raymond Jacobson | Associated Investment Services, Inc. independent RIA | Packerland Brokerage Services, Inc. independent RIA | RIA to RIA | May 5, 2021 | May 25, 2021 |
| Derrick Timothy Watts | B Riley Wealth Management BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | May 4, 2021 | Apr 2, 2020 |
| J. Richard Rust | Avantax Advisory Services BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 17, 2020 | Dec 14, 2020 |
| Mark Randolph Federation | Madison Avenue Securities, LLC BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 10, 2020 | Dec 10, 2020 |
| Nicole Lynn Becker | Principal Securities, Inc. BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 8, 2020 | Jul 2, 2020 |
| Jeffrey Allen Mulhern | LPL Financial LLC BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 31, 2020 | Mar 26, 2020 |
| Christopher Paul Sheeran | Chief Advisors Corp state registered | Packerland Brokerage Services, Inc. independent RIA | Other | Mar 31, 2020 | Mar 30, 2020 |
| Lee Kim Brown | First Financial Equity Corporation BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 14, 2020 | Jan 21, 2020 |
| William Lee Harrington | Nepsis Advisor Services, Inc. independent RIA | Packerland Brokerage Services, Inc. independent RIA | RIA to RIA | Dec 26, 2019 | Mar 11, 2020 (76 d) |
| Jeffrey A Holmes | B Riley Wealth Management BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 25, 2019 | Apr 2, 2020 (160 d) |
| Casey Edward O'Leary | Trinity Wealth Management LLC unclassified | Packerland Brokerage Services, Inc. independent RIA | Other | Sep 18, 2019 | May 8, 2019 |
| Benjamin Robert Casselberry | Equitable Advisors, LLC national BD | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 3, 2019 | Jul 15, 2019 (42 d) |
| Corey Michael Lashells | Questar Asset Management, Inc. BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 13, 2019 | Feb 11, 2019 |
| Randy John Butler | Voya Financial Advisors, Inc. BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2018 | Jan 11, 2019 |
| Mark Christopher Scherba | Questar Asset Management, Inc. BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2018 | Jan 14, 2019 |
| Timothy Lynn Glover | MML Investors Services, LLC BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 27, 2018 | Dec 21, 2018 |
Page 1 of 3Next
152 moves match.