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 Park Avenue Securities 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 |
|---|---|---|---|---|---|
| Ryan Gibbons | Tlg Advisors, Inc. BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 4, 2026 | Sep 15, 2026 |
| Ryan Casey | Simon Quick Advisors, LLC independent RIA | Park Avenue Securities LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 24, 2026 | Aug 26, 2026 |
| Michelle Boyce | Hornor, Townsend & Kent, LLC independent RIA | Park Avenue Securities LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 14, 2026 | Aug 25, 2026 |
| Kolton Quitno | Dew Wealth Management independent RIA | Park Avenue Securities LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 6, 2026 | Sep 8, 2026 (33 d) |
| Thomas John Licciardello | Compass Capital Corporation independent RIA | Park Avenue Securities LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 5, 2026 | Aug 11, 2026 |
| Julian Jerome Stewart | Edward Jones national BD | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 4, 2026 | Jul 31, 2026 |
| Michael Effron | Cambridge Investment Research Advisors, Inc. BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 22, 2026 | Aug 4, 2026 |
| Amber M Amidon | Principal Securities, Inc. BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 29, 2026 | Jul 6, 2026 |
| Ryan Appelhans | Esi Financial Advisors independent RIA | Park Avenue Securities LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 17, 2026 | Aug 25, 2026 (69 d) |
| George Benjamin Rovee | Hornor, Townsend & Kent, LLC independent RIA | Park Avenue Securities LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 19, 2026 | Jun 4, 2026 |
| Sean Joseph Trottier | Florida Financial Advisors, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | May 19, 2026 | Jun 10, 2026 |
| Cody A Hudson | Primerica Advisors national BD | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | May 18, 2026 | Jul 1, 2026 (44 d) |
| Anand K K Nair | Northwestern Mutual Investment Services,LLC no RAUM | Park Avenue Securities LLC BD affiliated | Other | May 12, 2026 | Apr 2, 2026 |
| Ronald John Judkins | Mcadam LLC independent RIA | Park Avenue Securities LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 4, 2026 | May 6, 2026 |
| Gregory Kendall | Strategic Advisers LLC national BD | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 24, 2026 | Jul 30, 2026 (97 d) |
| Jonathan Benham | Bischoff Wealth Management Group, LLC independent RIA | Park Avenue Securities LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 21, 2026 | May 15, 2026 |
| Jeri Margolis Glazer | Ameriprise Financial Services, LLC national BD | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 16, 2026 | May 20, 2026 (34 d) |
| Kevin S Martin | Eagle Strategies LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 10, 2026 | Aug 24, 2026 (136 d) |
| Amy S Lampert | The Lampert Advisory Group unclassified | Park Avenue Securities LLC other | Other | Apr 6, 2026 | Apr 25, 2011 |
| Rachel F Lilley | LPL Enterprise, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 31, 2026 | May 13, 2026 (43 d) |
| Dawn Aglae Spaulding | Principal Securities, Inc. BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 30, 2026 | Jun 29, 2026 (91 d) |
| James Walton Park | Principal Securities, Inc. BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 30, 2026 | Apr 13, 2026 |
| Joseph Alexander Vaughn | LPL Financial LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 27, 2026 | May 20, 2026 (54 d) |
| Robert Benton Penn | Principal Securities, Inc. BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 24, 2026 | Mar 30, 2026 |
| Mario Alfredo Cabral | MML Investors Services, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 20, 2026 | Aug 4, 2026 (137 d) |
| Gabriel S Rodgers | Edward Jones national BD | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 20, 2026 | Mar 24, 2026 |
| Charles Osivwemu | Eagle Strategies LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 5, 2026 | Mar 17, 2026 |
| Caleb Allen | Equitable Advisors, LLC national BD | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 3, 2026 | May 27, 2026 (85 d) |
| Andrea Gaetano Avitabile | Strategic Advisers LLC national BD | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 19, 2026 | Apr 17, 2026 (57 d) |
| Lars Ronten | Northwestern Mutual Investment Services,LLC no RAUM | Park Avenue Securities LLC BD affiliated | Other | Feb 17, 2026 | Mar 6, 2026 |
| Theodore Katelas | LPL Enterprise, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 13, 2026 | Jun 24, 2026 (131 d) |
| William Lawrence White | Raymond James Financial Services Advisors, Inc BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 12, 2026 | Jul 28, 2026 (166 d) |
| Alexander Nicholas Fellios | Valic Financial Advisors, Inc. BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 11, 2026 | Mar 17, 2026 (34 d) |
| Gari Therese Semon | Cetera Investment Advisers LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 2, 2026 | Apr 21, 2026 (78 d) |
| Frederick George Chambers | Thrivent Investment Management Inc. BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 28, 2026 | Aug 5, 2026 (189 d) |
| Timothy George Garner | MML Investors Services, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 16, 2026 | Jan 21, 2026 |
| Benjamin Jacob Cota | Charles Schwab & Co., Inc. national BD | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 15, 2026 | Aug 14, 2026 (211 d) |
| Rafael Carballo | Hornor, Townsend & Kent, LLC independent RIA | Park Avenue Securities LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 2, 2026 | Feb 9, 2026 (38 d) |
| William Sjem | Cavalier Advisory & Insurance unclassified | Park Avenue Securities LLC BD affiliated | Other | Dec 31, 2025 | Apr 2, 2026 (92 d) |
| Christopher Interrante | MML Investors Services, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2025 | Mar 20, 2026 (79 d) |
| Darrien M Slaughter | MML Investors Services, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 23, 2025 | Jan 2, 2026 |
| Luis G Obando | MML Investors Services, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 23, 2025 | Jan 14, 2026 |
| Steven Earle | MML Investors Services, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 23, 2025 | Jan 2, 2026 |
| Naji Karam | MML Investors Services, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 23, 2025 | Jan 2, 2026 |
| Darius White | Charles Schwab & Co., Inc. national BD | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 16, 2025 | Jun 15, 2026 (181 d) |
| Donald Brady Borella | Equitable Advisors, LLC national BD | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 15, 2025 | Jan 22, 2026 (38 d) |
| Autumn Valore | Guardian Wealth Partners, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 11, 2025 | Dec 11, 2025 |
| Michael Tyler Valore | Guardian Wealth Partners, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 11, 2025 | Dec 11, 2025 |
| Fatima Naqinia | LPL Enterprise, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 28, 2025 | Dec 4, 2025 |
| Jake Miller | LPL Enterprise, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 24, 2025 | Oct 28, 2025 |
| Jennifer Green Harvey | MML Investors Services, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 21, 2025 | Dec 8, 2025 (48 d) |
| Austin S Wright | J. W. Cole Advisors, Inc. BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 20, 2025 | Nov 5, 2025 |
| Toby Dyer | First Command Advisory Services BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 20, 2025 | Sep 30, 2025 |
| Diljeet Singh Masuda | MML Investors Services, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 10, 2025 | Feb 10, 2026 (123 d) |
| Alyssa Anne Zagrobski | Shelton Capital Management other | Park Avenue Securities LLC BD affiliated | Other | Oct 3, 2025 | Oct 24, 2025 |
| Janna Climer | Private Advisor Group, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 2, 2025 | Nov 6, 2025 (35 d) |
| Matthew Thomas Garot | Packerland Brokerage Services, Inc. independent RIA | Park Avenue Securities LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 30, 2025 | Oct 29, 2025 |
| Chelsae Dawn Carmickle | First Command Advisory Services BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 23, 2025 | Oct 23, 2025 |
| Erin O'Donnell | Equitable Advisors, LLC national BD | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 23, 2025 | Jan 8, 2026 (107 d) |
| John P Kendall | Compass Financial Advisory Services, LLC independent RIA | Park Avenue Securities LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 17, 2025 | Dec 22, 2025 (96 d) |
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1,266 moves match.