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.
898 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| 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 |
| Corey Anthony Purkat | Purkat Financial unclassified | Wealth Enhancement Advisory Services, LLC BD affiliated | Other | Dec 6, 2021 | Feb 18, 2022 (74 d) |
| 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) |
| Bernard Louis Smit | Walnut Creek Wealth Management independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 8, 2021 | Sep 14, 2021 |
| Damien Saul Couture | Walnut Creek Wealth Management independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 8, 2021 | Sep 14, 2021 |
| Deborah Lynn Pursey | Walnut Creek Wealth Management independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 8, 2021 | Sep 14, 2021 |
| Besiana Kingji | LPL Financial LLC BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 7, 2021 | Oct 7, 2021 |
| Dana Kay Anderson | Ameriprise Financial Services, LLC national BD | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 22, 2021 | Mar 25, 2022 (184 d) |
| Tyrone Chow | Cetera Advisor Networks LLC BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 13, 2021 | Sep 15, 2021 |
| Kayleigh Zarndt | Valmark Advisers, Inc. BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 3, 2021 | Sep 27, 2021 |
| Alaina Mattix | Reap Financial Group, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 10, 2021 | Mar 31, 2022 (233 d) |
| John Joseph Walters | MML Investors Services, LLC BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 3, 2021 | Nov 3, 2021 (92 d) |
| Douglas Keller Nigh | Commonwealth Financial Network national BD | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 2, 2021 | Aug 2, 2021 |
| Nathanael David Hanft | Commonwealth Financial Network national BD | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 2, 2021 | Aug 2, 2021 |
| Mitchell Paul Belella | Commonwealth Financial Network national BD | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 2, 2021 | Aug 2, 2021 |
| Michael Christopher Wali | Lighthouse Wealth Management independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 23, 2021 | Jul 1, 2021 |
| Andrew P Wilson | Lighthouse Wealth Management independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 23, 2021 | Aug 5, 2021 |
| Edward Kozlowski | Lighthouse Wealth Management independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 23, 2021 | Jul 2, 2021 |
| Katy Chase | Lighthouse Wealth Management independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 23, 2021 | Jul 1, 2021 |
| Jonathan Colin Montgomery Winkert | Lighthouse Wealth Management independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 23, 2021 | Jul 1, 2021 |
| Justin Byram | Lighthouse Wealth Management independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 23, 2021 | Jul 1, 2021 |
| Ryan Dean Winter | Equitable Advisors, LLC national BD | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 21, 2021 | Aug 16, 2021 |
| Maura Mallaney | Macro Consulting Group independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 14, 2021 | Jul 2, 2021 |
| Thomas Moyer | Macro Consulting Group independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 14, 2021 | Jul 2, 2021 |
| Austin Deshane | Equitable Advisors, LLC national BD | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 14, 2021 | Jul 1, 2021 |
| Andrew Despotakis | Macro Consulting Group independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 14, 2021 | Jul 2, 2021 |
| Michael John Fitzgerald | Equitable Advisors, LLC national BD | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 13, 2021 | Jul 1, 2021 |
| Derek John Platt | Equitable Advisors, LLC national BD | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 13, 2021 | Jul 1, 2021 |
| Bruce Ansel Mandel | Oakwood Capital Management LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 9, 2021 | Jul 1, 2021 |
| Tom Watson Doxey | Oakwood Capital Management LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 9, 2021 | Jul 1, 2021 |
| Ariel Alejandrino Da Silva | Oakwood Capital Management LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 9, 2021 | Jul 1, 2021 |