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 |
|---|---|---|---|---|---|
| Max Haig Kayajanian | 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 |
| Raquel Iris Garza | Equitable Advisors, LLC national BD | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 9, 2021 | Jul 1, 2021 |
| Ayako Yoshioka | 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 |
| Peter Kent Hoover | Hoover Financial Advisors, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 8, 2021 | Jul 2, 2021 |
| Peter Anthony Scilovati | Hoover Financial Advisors, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 8, 2021 | Jul 1, 2021 |
| William Barrett Mullin | Hoover Financial Advisors, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 8, 2021 | Jul 1, 2021 |
| John Martin Guidotti | Hoover Financial Advisors, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 8, 2021 | Jul 1, 2021 |
| Brian Joseph Fisher | Hoover Financial Advisors, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 8, 2021 | Jul 1, 2021 |
| Gerald Dennis Fahey | Hoover Financial Advisors, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 8, 2021 | Jul 1, 2021 |
| Edward Braun | Hoover Financial Advisors, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 8, 2021 | Jul 15, 2021 |
| Connor Louis Smith | Hoover Financial Advisors, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 8, 2021 | Jul 15, 2021 |
| David Francis Lynch | Hoover Financial Advisors, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 8, 2021 | Sep 27, 2021 (81 d) |
| Matthew Dorsey | Morgan Stanley wirehouse | Wealth Enhancement Advisory Services, LLC independent RIA | Wirehouse to independent RIA | Jun 28, 2021 | May 5, 2023 (676 d) |
| Sonny Cheng-I Lin | Pillar Pacific Capital Management LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 8, 2021 | Jun 1, 2021 |
| Jeremy William Chang | Pillar Pacific Capital Management LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 8, 2021 | Jun 1, 2021 |
| Mindy Lee Ying | Pillar Pacific Capital Management LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 4, 2021 | Jun 1, 2021 |
| Lily L Ku | Pillar Pacific Capital Management LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 4, 2021 | Jun 1, 2021 |
| Kendra Dawn Baranko | Pillar Pacific Capital Management LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 4, 2021 | Jun 1, 2021 |
| Jennifer Stimpson Ying | Pillar Pacific Capital Management LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 4, 2021 | Jun 1, 2021 |
| Stephanie Xiaoqian Chang | Pillar Pacific Capital Management LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 4, 2021 | Jun 1, 2021 |
| Samuel Lee Thompson | Ameriprise Financial Services, LLC national BD | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 3, 2021 | Jun 10, 2021 (38 d) |
| Gregory Adam Haywood | Cetera Advisor Networks LLC BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 28, 2021 | Sep 30, 2021 (155 d) |
| James Haynes | Kestra Advisory Services, LLC BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 27, 2021 | Mar 8, 2022 (315 d) |
| Mark Joseph Reed | North American Management Corp independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 14, 2021 | Apr 1, 2021 |
| David Hm Baker | North American Management Corp independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 14, 2021 | Apr 7, 2021 |
| Beverly Ann Rodrigue | North American Management Corp independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 14, 2021 | Apr 7, 2021 |
| Fraser John Mclean | North American Management Corp independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 14, 2021 | Apr 7, 2021 |
| Benjamin Patch | North American Management Corp independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 14, 2021 | Apr 13, 2021 |
| Kevin Joseph Meehan | LPL Financial LLC BD affiliated | Wealth Enhancement Advisory Services, LLC other | Other | Apr 9, 2021 | Nov 15, 2013 |
| Daniel John Dziekciowski | Ameriprise Financial Services, LLC national BD | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 8, 2021 | Apr 29, 2022 (386 d) |
| Lisa Marie Fishler | Johnson Wealth Inc. mixed wealth | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 2, 2021 | Jun 22, 2021 (81 d) |
| Pietro Robert Cimino | Morgan Stanley wirehouse | Wealth Enhancement Advisory Services, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 15, 2021 | Mar 30, 2021 |
| Dixon Place Downey | Reby Advisors, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 2, 2021 | Mar 2, 2021 |
| George Joseph Koeltl | Reby Advisors, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 2, 2021 | Mar 2, 2021 |
| Patrick Michael Doherty | Reby Advisors, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 2, 2021 | Mar 2, 2021 |
| Devone Charles Mcleod | Reby Advisors, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 2, 2021 | Mar 2, 2021 |
| Antonio Rafael Alves | Reby Advisors, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 2, 2021 | Mar 2, 2021 |
| Douglas Steven Kuring | Reby Advisors, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 2, 2021 | Mar 2, 2021 |
| Laurie Anne Ham | Reby Advisors, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 1, 2021 | Mar 1, 2021 |
| Daniel Philip Hyland | Financial Wealth Management, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2020 | Jan 4, 2021 |
| Kyle Hyland | Financial Wealth Management, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2020 | Jan 4, 2021 |
| Austin Leonard Metcalfe Thielen | International Assets Investment Management, LLC BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 24, 2020 | Oct 4, 2021 (284 d) |
| Gretchen T Mclaughlin | Curi Capital, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 15, 2020 | Jan 2, 2021 |
| Deborah Dematteo | 10-15 Associates, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 8, 2020 | Nov 3, 2020 |
| Jerod Jeffrey Ewing | Advice And Planning Services BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 13, 2020 | Feb 11, 2021 (90 d) |
| Abraham Barrera | Pnc Managed Account Solutions, Inc. BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 25, 2020 | Oct 23, 2020 |
| Eric Michael Grafnitz | Sagepoint Financial, Inc. BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2020 | Sep 30, 2021 (377 d) |
| Eric Michael Grafnitz | Fsc Securities Corporation BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2020 | Sep 30, 2021 (377 d) |
| Eric Michael Grafnitz | Woodbury Financial Services, Inc. BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2020 | Sep 30, 2021 (377 d) |
| Eric Michael Grafnitz | Osaic Wealth, Inc. BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2020 | Sep 30, 2021 (377 d) |
| Robert James Burley | LPL Financial LLC BD affiliated | Wealth Enhancement Advisory Services, LLC other | Other | Sep 17, 2020 | Nov 2, 2007 |
| Harold Thomas Delaney | Advisors Capital Management, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 25, 2020 | Sep 9, 2020 |
| Agim Deva | Cetera Investment Advisers LLC BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 31, 2020 | Aug 26, 2020 |
| Dung Tien Huynh | E*Trade Capital Management, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 21, 2020 | Sep 9, 2020 (50 d) |
| Matthew David Parks | Jackson Wealth Management, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 13, 2020 | Apr 12, 2022 (638 d) |
| John Wilmer Ellard | Joyn Advisors, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 30, 2020 | May 15, 2020 |
| Craig Allen Belisle | Joyn Advisors, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 30, 2020 | May 4, 2020 |
| Jennifer Ford Deloach | Joyn Advisors, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 30, 2020 | May 4, 2020 |
| Deshunnon Thomas | Joyn Advisors, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 30, 2020 | May 4, 2020 |
| Cynthia Rose Wilson | Joyn Advisors, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 30, 2020 | May 7, 2020 |