DFX Intelligence
Advisor moves
Arrivals at Wealth Enhancement Advisory Services, LLCWhat a move isA 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.
876 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Gavin Bullock | Edward Jones national BD | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 17, 2022 | Jul 1, 2022 (45 d) |
| Edward Silversmith | Ameriprise Financial Services, LLC national BD | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 13, 2022 | May 12, 2022 |
| Kimberly Jo Zemke | LPL Financial LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 5, 2022 | May 13, 2022 |
| Brian Fricke | Financial Management Concepts independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 3, 2022 | Apr 1, 2022 |
| Peter Dominic Demartino | Retirement Planners Of America independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 2, 2022 | Apr 25, 2022 |
| Kurtis Lovell | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Wealth Enhancement Advisory Services, LLC independent RIA | Wirehouse to independent RIA | Apr 13, 2022 | Mar 19, 2024 (706 d) |
| Devin Wray Hanson | Financial Advocates Investment Management independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 11, 2022 | Apr 25, 2022 |
| Magdalena Dobrowolska | Cmg Capital Management Group, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 7, 2022 | Mar 25, 2022 |
| David Keel | Integra Capital Advisors independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 5, 2022 | Apr 5, 2022 |
| John Michael Hinkson | Integra Capital Advisors independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 5, 2022 | Apr 5, 2022 |
| Charles Bradley Campbell | Integra Capital Advisors independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 5, 2022 | Apr 13, 2022 |
| Mark Russell Johnson | RBC Capital Markets, LLC national BD | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 5, 2022 | Jun 29, 2022 (85 d) |
| Andrew M Gipson | Integra Capital Advisors independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 5, 2022 | Apr 5, 2022 |
| Joseph Samuelson | Integra Capital Advisors independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 5, 2022 | Apr 5, 2022 |
| Amanda Wright | Fidelity Personal And Workplace Advisors BD affiliated | Wealth Enhancement Advisory Services, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 5, 2022 | Jun 8, 2023 (429 d) |
| James Cooper | Northwestern Mutual Investment Services,LLC no RAUM | Wealth Enhancement Advisory Services, LLC BD affiliated | Other | Apr 4, 2022 | Apr 1, 2022 |
| John Kenneth Hunt | Three Magnolias Financial Advisors independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 9, 2022 | Apr 3, 2022 |
| Kevin Mark Saylor | Ameriprise Financial Services, LLC national BD | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 23, 2022 | Mar 4, 2022 |
| Kenneth Bradley Ericson | Wipfli Financial Advisors, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 18, 2022 | Apr 13, 2022 (54 d) |
| Jonathan Lakin | Schwab Wealth Advisory, Inc. no RAUM | Wealth Enhancement Advisory Services, LLC BD affiliated | Other | Feb 17, 2022 | Sep 5, 2024 (931 d) |
| Jacob Michael Heins | Ameriprise Financial Services, LLC national BD | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 10, 2022 | Mar 24, 2022 (42 d) |
| Simone Oscoff Devenny | Eaton Vance Management asset manager | Wealth Enhancement Advisory Services, LLC BD affiliated | Other | Jan 31, 2022 | Feb 18, 2022 |
| Daniel George Gensler | The Gensler Group independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 13, 2022 | Jan 3, 2022 |
| Erika Landon | Vivid Financial Management, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 10, 2022 | Jan 4, 2022 |
| Roger Mcconnell | Vivid Financial Management, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 7, 2022 | Jan 4, 2022 |
| Bradley Ryan Boulton | Vivid Financial Management, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 7, 2022 | Jan 4, 2022 |
| James Simonaro | Vivid Financial Management, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 7, 2022 | Jan 3, 2022 |
| Reginald Gray Hunnicutt | Cetera Advisor Networks LLC BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 5, 2022 | Jan 3, 2022 |
| Charles Jablonic Opitz | Park Avenue Securities LLC BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 15, 2021 | Feb 7, 2022 (54 d) |
| Matthew A Papazian | Cardan Capital Partners, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 12, 2021 | Dec 1, 2021 |
| Jeffrey L Miller | Cardan Capital Partners, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 12, 2021 | Dec 1, 2021 |
| Martha Jeanne Awad | Cardan Capital Partners, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 12, 2021 | Dec 1, 2021 |
| Sarah Keys | Cardan Capital Partners, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 12, 2021 | Dec 1, 2021 |
| Kristen Marie Stockland | Cardan Capital Partners, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 12, 2021 | Dec 1, 2021 |
| David Alexander Fox | Cardan Capital Partners, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 12, 2021 | Dec 1, 2021 |
| Amy Sue De Haai | U.S. Bancorp Investments, Inc. BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 10, 2021 | Feb 16, 2022 (68 d) |
| Matthew Gregory Jelnicky | Independent Advisor Alliance, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 6, 2021 | Dec 1, 2021 |
| Harold Edward Shill | Qci Asset Management Inc mixed wealth | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 29, 2021 | Nov 2, 2021 |
| Christopher Kevin Hoffarth | Qci Asset Management Inc mixed wealth | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 29, 2021 | Nov 2, 2021 |
| David Faris Khalil | Qci Asset Management Inc mixed wealth | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 29, 2021 | Nov 2, 2021 |
| Colby Loomis Feane | Qci Asset Management Inc mixed wealth | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 29, 2021 | Nov 2, 2021 |
| Michael Kiviat | Qci Asset Management Inc mixed wealth | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 29, 2021 | Nov 2, 2021 |
| Gregory Tedone | Qci Asset Management Inc mixed wealth | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 29, 2021 | Nov 2, 2021 |
| Gerald Furciniti | Qci Asset Management Inc mixed wealth | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 29, 2021 | Nov 2, 2021 |
| Eric Nicholas Alvito | Qci Asset Management Inc mixed wealth | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 29, 2021 | Nov 2, 2021 |
| Alexander Romeo Bernier | Qci Asset Management Inc mixed wealth | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 29, 2021 | Nov 2, 2021 |
| Timothy M. Maher | Qci Asset Management Inc mixed wealth | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 29, 2021 | Nov 2, 2021 |
| Bryan Lennon | Personal Capital Advisors Corporation independent RIA | Wealth Enhancement Advisory Services, LLC independent RIA | RIA to RIA | Nov 24, 2021 | Sep 11, 2023 (656 d) |
| Richard James Feldman | Investor Solutions independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 19, 2021 | Oct 26, 2021 |
| John Joseph Pitlosh | Investor Solutions independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 19, 2021 | Oct 26, 2021 |
| Robert Gordon | Investor Solutions independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 19, 2021 | Oct 26, 2021 |
| Brett C Fingerhut | Investor Solutions independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 19, 2021 | Oct 26, 2021 |
| Louis Feldman | Investor Solutions independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 19, 2021 | Oct 27, 2021 |
| Francis Charles Armstrong | Investor Solutions independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 19, 2021 | Oct 26, 2021 |
| Gianfranco Gonzales Lopez | LPL Financial LLC BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 17, 2021 | Nov 16, 2021 |
| Aaron Lee Johnson | Atlas Private Wealth Management, LLC independent RIA | Wealth Enhancement Advisory Services, LLC independent RIA | RIA to RIA | Nov 5, 2021 | Nov 21, 2023 (746 d) |
| Corey Anthony Purkat | Origin Investment Advisory LLC no RAUM | Wealth Enhancement Advisory Services, LLC BD affiliated | Other | Nov 3, 2021 | Feb 18, 2022 (107 d) |
| Steven Francis Petcovic | The Wealth Enhancement Group, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 1, 2021 | Nov 2, 2021 |
| Nathan Scott Pugliese | Summit Financial, LLC BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 22, 2021 | Nov 1, 2021 |
| Andrew Mark Dalka | Nationwide Investment Advisors, LLC BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 22, 2021 | Nov 3, 2022 (377 d) |