DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Ae Wealth Management, LLC

662 moves
AdvisorFromToTypeLeftRegistered
Colin Timothy RichardsBrookstone Capital Management LLC otherAe Wealth Management, LLC independent RIAOtherNov 16, 2017Nov 15, 2017
Mindie Nicole MolinaGradient Advisors, LLC otherAe Wealth Management, LLC independent RIAOtherNov 10, 2017Dec 1, 2017
John Mark CreekmurCreative Financial Designs, Inc. otherAe Wealth Management, LLC otherOtherNov 9, 2017Oct 18, 2017
David Andrew BrooksBrookstone Wealth Advisors, LLC independent RIAAe Wealth Management, LLC independent RIARIA to RIANov 9, 2017Dec 4, 2017
Andrew Doyle CreekmurCreative Financial Designs, Inc. otherAe Wealth Management, LLC otherOtherNov 9, 2017Oct 18, 2017
James Herold AndersonCreative Financial Designs, Inc. otherAe Wealth Management, LLC otherOtherNov 9, 2017Oct 18, 2017
Toni Lyle HillGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC independent RIAOtherNov 8, 2017Nov 13, 2017
Thomas Woods HillGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherNov 8, 2017Aug 8, 2017
Robert Paul KudrichGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC independent RIAOtherNov 7, 2017Nov 10, 2017
Christopher Paul ScaleseGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC independent RIAOtherNov 6, 2017Nov 15, 2017
Michael Marvin QuarlesTucker Asset Management LLC otherAe Wealth Management, LLC otherOtherOct 18, 2017Oct 17, 2017
Jeremiah Elijah WassmerLewer Financial Advisors, LLC unclassifiedAe Wealth Management, LLC independent RIAOtherOct 17, 2017Apr 30, 2019 (560 d)
Michael George BattagliaGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherOct 16, 2017Oct 17, 2017
Gregory CarnivaleGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherSep 27, 2017Aug 31, 2017
Matthew Wade McintyreSecure Investment Management, LLC otherAe Wealth Management, LLC independent RIAOtherSep 27, 2017Nov 21, 2017 (55 d)
Shannon Marie LarsonEaton Vance Management otherAe Wealth Management, LLC BD affiliatedOtherSep 18, 2017Mar 24, 2026 (3109 d)
James Alan BearGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherSep 12, 2017Sep 10, 2017
Tanner Wesson WellsWittman Capital Management Investment & Estate Counsel,LLC unclassifiedAe Wealth Management, LLC otherOtherSep 8, 2017Jun 12, 2017
Chad Michael EnsignGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherSep 7, 2017Sep 11, 2017
Tiffany Coyle NotoGregory Ricks LLC Dba Gregory Ricks & Associates otherAe Wealth Management, LLC independent RIAOtherJul 26, 2017Jun 7, 2018 (316 d)
Palmerino Pasquale SantanielloFoundations Investment Advisors LLC otherAe Wealth Management, LLC otherOtherJul 21, 2017Aug 7, 2017
Simon John RogersAlphastar Capital Management otherAe Wealth Management, LLC otherOtherJul 19, 2017Jul 17, 2017
Kyle F O'DellFirst Advisors National, LLC otherAe Wealth Management, LLC independent RIAOtherJul 5, 2017May 1, 2019 (665 d)
Matthew S KlaessTfo Wealth Partners otherAe Wealth Management, LLC otherOtherJul 5, 2017Jun 7, 2017
Harry Earl CoussouHorter Investment Management, LLC otherAe Wealth Management, LLC otherOtherJul 3, 2017Jun 30, 2017
Scott Kevin WarnerGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherJun 19, 2017Jun 16, 2017
Adam Robert FreundCitizens Securities, Inc. otherAe Wealth Management, LLC otherOtherJun 6, 2017Jun 16, 2017
Eric James BludauIsc Advisors, Inc. otherAe Wealth Management, LLC BD affiliatedOtherMay 30, 2017Jan 25, 2024 (2431 d)
Philip James CooperCreative Financial Designs, Inc. otherAe Wealth Management, LLC otherOtherMay 30, 2017May 17, 2017
Michael Joseph DipaulaEverest Investment Advisors, Inc. unclassifiedAe Wealth Management, LLC otherOtherMay 10, 2017Oct 10, 2017 (153 d)
Spencer Loren FordGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherMay 8, 2017May 23, 2017
Austin Matthew FordGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherMay 8, 2017May 23, 2017
Roger Lee FordGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherMay 5, 2017May 4, 2017
James John MorrisonGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherApr 18, 2017Apr 14, 2017
Todd Joseph RabalaisColumbia Advisory Partners, LLC independent RIAAe Wealth Management, LLC otherOtherApr 17, 2017Apr 17, 2017
Kendall Stephan StahlCreative Financial Designs, Inc. otherAe Wealth Management, LLC otherOtherApr 12, 2017Jan 24, 2017
Frederick William MillerGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherApr 5, 2017Apr 4, 2017
Kurt Edward StahlBerthel Fisher & Company Financial Services, Inc. otherAe Wealth Management, LLC otherOtherMar 23, 2017May 10, 2017 (48 d)
Sarah Margaret FloraEverest Investment Advisors, Inc. unclassifiedAe Wealth Management, LLC otherOtherMar 23, 2017Aug 2, 2017 (132 d)
Samuel Josiah DixonUSA Financial Securities LLC otherAe Wealth Management, LLC otherOtherMar 14, 2017Jun 23, 2017 (101 d)
Ryan Allan LundervoldGradient Advisors, LLC otherAe Wealth Management, LLC otherOtherMar 9, 2017Jul 26, 2017 (139 d)
Kathleen Anne NolanGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherMar 3, 2017Mar 7, 2017
Kevin Michael ThorntonWaddell & Reed otherAe Wealth Management, LLC otherOtherFeb 28, 2017Jun 26, 2017 (118 d)
Mark Anthony PruittGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherFeb 16, 2017Mar 15, 2017
Leonard Lamar KerrGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherFeb 16, 2017Feb 15, 2017
Michael Robert SearsGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherFeb 6, 2017Feb 3, 2017
Jose Luis Estrada ArroyoBrookstone Capital Management LLC otherAe Wealth Management, LLC otherOtherJan 24, 2017Jan 25, 2017
Christopher Logan BurnsGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherJan 20, 2017Jan 18, 2017
Christine Couvillon SmithPresley Wealth Management, LLC unclassifiedAe Wealth Management, LLC otherOtherJan 19, 2017Jan 20, 2017
Matthew Todd KennedyPresley Wealth Management, LLC unclassifiedAe Wealth Management, LLC otherOtherJan 19, 2017Jan 19, 2017
David Ray ShucavageGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherJan 13, 2017Jan 18, 2017
Joshua Heath LewisGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherJan 11, 2017Jan 4, 2017
John Harrison ZarinskyHorter Investment Management, LLC otherAe Wealth Management, LLC otherOtherJan 9, 2017Jan 6, 2017
Alan Eugene BeckerGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherJan 9, 2017Jan 4, 2017
Jimmy Elton SloanGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC independent RIAOtherJan 6, 2017Jul 24, 2019 (929 d)
Virginia Mcneil O'BrienGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherJan 6, 2017Jan 4, 2017
Justin Michael BianceGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherJan 5, 2017Jan 4, 2017
Jason Charles BianceGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherJan 5, 2017Jan 11, 2017
Jason James SmitkaCreativeone Securities, LLC otherAe Wealth Management, LLC otherOtherDec 31, 2016Jan 3, 2017
Jeffrey Allen BarnardGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherDec 23, 2016Dec 20, 2016
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