Advisor moves

Arrivals at Ae Wealth Management, LLC

662 moves
AdvisorFromToTypeLeftRegistered
Jonathan Moss FrancesGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherDec 9, 2016Dec 19, 2016
Tod Leighton LenhoffGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherDec 8, 2016Dec 6, 2016
Clark Calvin ShofnerGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherDec 6, 2016Dec 5, 2016
Brent William CapehartGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherDec 6, 2016Dec 5, 2016
John Edwin StillmanMadrona Financial & Cpas otherAe Wealth Management, LLC otherOtherDec 1, 2016Dec 2, 2016
Danial FereydaniGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherDec 1, 2016Dec 1, 2016
Kevin Charles SandersHarvest Investment Services, LLC otherAe Wealth Management, LLC otherOtherNov 22, 2016Nov 18, 2016
Amanda Marie CzosekHarvest Investment Services, LLC otherAe Wealth Management, LLC otherOtherNov 22, 2016Nov 18, 2016
Christopher David WallaceGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherNov 17, 2016Nov 16, 2016
Christopher John BowmanAshton Thomas Private Wealth otherAe Wealth Management, LLC otherOtherNov 7, 2016Nov 10, 2016
Zachary Michael ZagerCentennial Wealth Advisory, LLC independent RIAAe Wealth Management, LLC otherOtherNov 2, 2016Nov 16, 2016
Justin Derrick JonesIc Advisory Services, Inc. otherAe Wealth Management, LLC otherOtherOct 27, 2016Feb 27, 2017 (123 d)
Michael Bingham BallardGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherOct 21, 2016Oct 26, 2016
Robert Ian WoodsGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherOct 14, 2016Oct 14, 2016
Christopher Lee JonesGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherOct 12, 2016Sep 5, 2017 (328 d)
Megan Lea JonesGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherOct 12, 2016Oct 12, 2016
Craig L GordinierGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherOct 12, 2016Oct 26, 2016
John Joseph NavinGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherOct 4, 2016Oct 4, 2016
Leonard Paul ColeGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherSep 28, 2016Jul 11, 2016
Felton Thomas MosleyVann Equity Management LLC otherAe Wealth Management, LLC no RAUMOtherSep 9, 2016Apr 22, 2016
Jeffrey Neal KnoedlKnoedl Retirement Advisors, LLC unclassifiedAe Wealth Management, LLC otherOtherSep 6, 2016Jul 20, 2016
William Standley EdenBrookstone Capital Management LLC otherAe Wealth Management, LLC otherOtherAug 26, 2016Aug 25, 2016
Scott Edward SidorHorter Investment Management, LLC otherAe Wealth Management, LLC otherOtherAug 22, 2016Aug 18, 2016
Joshua Michael BlakerGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherAug 12, 2016Aug 9, 2016
Justin Michael StrubleGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherAug 12, 2016Aug 11, 2016
Christian Paul Martin ClausenMorgan Stanley wirehouseAe Wealth Management, LLC otherOtherJul 29, 2016Jul 5, 2016
David Dee FullmerAlphastar Capital Management otherAe Wealth Management, LLC otherOtherJul 21, 2016Aug 3, 2016
Beth Ann AndrewsGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherJul 18, 2016Jul 15, 2016
Andrew Scott McnairGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherJul 15, 2016Jul 28, 2016
Yerel Saldivar MoralesEvermont Wealth independent RIAAe Wealth Management, LLC otherOtherJul 12, 2016Aug 31, 2016 (50 d)
Jeffry Stephen ColeGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherJul 8, 2016Jun 28, 2016
John Peter PapaGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC no RAUMOtherJun 7, 2016May 2, 2016
Michael Steven SondheimGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC no RAUMOtherJun 7, 2016Jun 1, 2016
Eli MizrahiGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC no RAUMOtherJun 6, 2016May 3, 2016
Wendy Jane WallaceBrookstone Capital Management LLC otherAe Wealth Management, LLC otherOtherJun 3, 2016Jun 20, 2016
Jeffrey Richard GreenEdward Jones national BDAe Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 2, 2016May 23, 2018 (720 d)
Cindy Lou MayfieldPayne Capital Management, LLC otherAe Wealth Management, LLC otherOtherJun 1, 2016Sep 30, 2016 (121 d)
Jeffry Alan VogelOn Investment Management Co otherAe Wealth Management, LLC no RAUMOtherMay 11, 2016May 2, 2016
Colleen GoodwillieGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC no RAUMOtherMay 5, 2016May 5, 2016
Mark Alan BiglerGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC no RAUMOtherMay 4, 2016May 11, 2016
Jonathan Michael VogelOn Investment Management Co otherAe Wealth Management, LLC no RAUMOtherApr 29, 2016Apr 21, 2016
Dennis Ryan OverstreetKeystone Wealth Advisors otherAe Wealth Management, LLC no RAUMOtherApr 28, 2016Apr 21, 2016
Jammie Annette SerranoGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC no RAUMOtherApr 11, 2016Apr 26, 2016
Philip Roger GordleyGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC no RAUMOtherApr 6, 2016May 6, 2016
Nathaniel Joseph MillerGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC no RAUMOtherMar 23, 2016Apr 25, 2016 (33 d)
John Joseph ImmingAdvocacy Wealth Management, LLC otherAe Wealth Management, LLC no RAUMOtherDec 18, 2015Apr 1, 2016 (105 d)
Christopher Earl BallardGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC otherOtherOct 2, 2015Aug 22, 2016 (325 d)
Kevin Patrick MooneyTlg Advisors, Inc. otherAe Wealth Management, LLC independent RIAOtherJan 6, 2015Aug 22, 2024 (3516 d)
Scott David WinsteadPurewater Capital, LLC independent RIAAe Wealth Management, LLC otherOtherDec 31, 2014Sep 14, 2017 (988 d)
David James CunninghamCorecap Advisors otherAe Wealth Management, LLC independent RIAOtherNov 17, 2014Dec 4, 2017 (1113 d)
Joseph UradnikCitizens Securities, Inc. otherAe Wealth Management, LLC BD affiliatedOtherJul 15, 2014Apr 12, 2021 (2463 d)
Senaida Noemi BautistaPark Avenue Securities LLC otherAe Wealth Management, LLC independent RIAOtherMay 29, 2013Feb 4, 2021 (2808 d)
Deanna Rose WeidnerEnvision Investment Advisors, LLC unclassifiedAe Wealth Management, LLC BD affiliatedOtherApr 1, 2013Sep 28, 2021 (3102 d)
Jorge Enrique GonzalezVeritrust Financial, LLC otherAe Wealth Management, LLC independent RIAOtherJul 15, 2011May 7, 2018 (2488 d)
Levi Carson WedelWaddell & Reed otherAe Wealth Management, LLC independent RIAOtherNov 10, 2010Jun 10, 2019 (3134 d)
Jared Matthew CarlinInvestment Advisors Corp otherAe Wealth Management, LLC independent RIAOtherDec 31, 2009Nov 15, 2018 (3241 d)
Jose Fernando EcheverriEcheverri Financial Services unclassifiedAe Wealth Management, LLC independent RIAOtherDec 9, 2009Apr 11, 2024 (5237 d)
Anthony Perry DesantisSecurian Financial Services, Inc. otherAe Wealth Management, LLC independent RIAOtherMar 6, 2009Oct 16, 2020 (4242 d)
Randi Laura GibbonsWoodbury Financial Services, Inc. otherAe Wealth Management, LLC BD affiliatedOtherOct 13, 2006Mar 27, 2024 (6375 d)
Erin Michelle HoestjeMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAe Wealth Management, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankSep 19, 2006Apr 1, 2021 (5308 d)
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