Advisor moves

Arrivals at Ae Wealth Management, LLC

678 moves
AdvisorFromToTypeLeftRegistered
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)
Jordan Dean MainSpc otherAe Wealth Management, LLC independent RIAOtherSep 11, 2006Dec 21, 2017 (4119 d)
Eduardo Margarito MartinezPlanmember Securities Corporation otherAe Wealth Management, LLC independent RIAOtherDec 20, 2002Sep 23, 2019 (6121 d)
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