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 |
|---|---|---|---|---|---|
| Tiffany Geyer Rosetti | 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 |
| John Steele | Joyn Advisors, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 30, 2020 | Oct 14, 2020 (167 d) |
| Bryan E Walls | Joyn Advisors, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 30, 2020 | May 8, 2020 |
| Evan Miles Quinn | 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 |
| Christina Nichole Mumpower | 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 |
| Cindy L Hyde | LPL Financial LLC BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 6, 2020 | Jul 2, 2021 (452 d) |
| Tiffany Ann Glidden-Rude | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Wealth Enhancement Advisory Services, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 31, 2020 | May 4, 2020 (34 d) |
| Cindy L Hyde | Stratos Wealth Partners, Ltd independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 31, 2020 | Jul 2, 2021 (458 d) |
| Paul J Brahim | Bpu Investment Management, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 27, 2020 | Mar 2, 2020 |
| Mark Ceraso | Bpu Investment Management, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 6, 2020 | Mar 4, 2020 |
| William R Berkowitz | Bpu Investment Management, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 6, 2020 | Mar 20, 2020 |
| Anita Buerkle | Bpu Investment Management, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 6, 2020 | Mar 2, 2020 |
| Michael Fetterolf | Bpu Investment Management, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 6, 2020 | Mar 5, 2020 |
| William Lawrence Bush | Bpu Investment Management, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 6, 2020 | Mar 12, 2020 |
| Robert Joseph Standish | Bpu Investment Management, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 6, 2020 | Mar 4, 2020 |
| Michael Theodore Haley | Bpu Investment Management, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 6, 2020 | Mar 6, 2020 |
| Sheyna Lynn Regets | Bpu Investment Management, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 6, 2020 | Mar 3, 2020 |
| Devan White | Bpu Investment Management, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 6, 2020 | Mar 2, 2020 |
| Justin Phillip Brahim | Bpu Investment Management, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 6, 2020 | Mar 2, 2020 |
| Joel Callagan | Vanguard Advisers, Inc. BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 13, 2020 | Jul 1, 2021 (504 d) |
| Sarah Guibert | Scf Investment Advisors, Inc. BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 7, 2020 | Mar 26, 2020 (79 d) |
| William Joseph Cafero | Rcl Advisors, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 2, 2020 | Jan 2, 2020 |
| Byron Thomas Ramult | Donoghue Forlines LLC other | Wealth Enhancement Advisory Services, LLC BD affiliated | Other | Dec 20, 2019 | Sep 2, 2021 (622 d) |
| John Cote | E*Trade Capital Management, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 6, 2019 | Feb 27, 2020 (83 d) |
| Craig Allen Belisle | Securian Financial Services, Inc. BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 26, 2019 | May 4, 2020 (160 d) |
| Deshunnon Thomas | Securian Financial Services, Inc. BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 26, 2019 | May 4, 2020 (160 d) |
| Tiffany Geyer Rosetti | Securian Financial Services, Inc. BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 26, 2019 | May 4, 2020 (160 d) |
| Emily Figueroa | LPL Financial LLC BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 7, 2019 | Dec 5, 2019 (59 d) |
| Konnor Kenneth Tranoris | Advisors' Pride Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 4, 2019 | Mar 19, 2020 (167 d) |
| Peter Andrew Needham | Aepg Wealth Strategies independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 2, 2019 | Oct 1, 2019 |
| Chris Schiffer | Aepg Wealth Strategies independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 2, 2019 | Oct 1, 2019 |
| Gary Quinzel | Aepg Wealth Strategies independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 2, 2019 | Oct 30, 2019 |
| Peter C Hoglund | Aepg Wealth Strategies independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 2, 2019 | Oct 9, 2019 |
| Christopher Von Holland | Aepg Wealth Strategies independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 2, 2019 | Nov 6, 2019 (35 d) |
| Christopher Paleologus | Aepg Wealth Strategies independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 2, 2019 | Oct 28, 2019 |
| Bret Kaye | Aepg Wealth Strategies independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 2, 2019 | Dec 5, 2019 (64 d) |
| Alexander Joseph Vaccarella | Aepg Wealth Strategies independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 2, 2019 | Oct 11, 2019 |
| Ray A Hawkins | Aepg Wealth Strategies independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 2, 2019 | Oct 8, 2019 |
| Donald Hannahs | Planning Solutions Group, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 10, 2019 | Jul 25, 2019 |
| William Cannon | Planning Solutions Group, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 10, 2019 | Aug 4, 2025 (2155 d) |
| Robert Hayes Carson | Planning Solutions Group, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 10, 2019 | Jul 23, 2019 |
| Kathleen Nolan | Planning Solutions Group, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 10, 2019 | Jul 24, 2019 |
| Jonathan Victor Giordani | Planning Solutions Group, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 10, 2019 | Jul 26, 2019 |
| Jonathan Luther Wienecke | Planning Solutions Group, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 10, 2019 | Jul 25, 2019 |
| Brian Kuhn | Planning Solutions Group, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 10, 2019 | Jul 24, 2019 |
| Heather Donhauser Calianno | Planning Solutions Group, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 10, 2019 | Jul 23, 2019 |
| Jared Knowles | Planning Solutions Group, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 10, 2019 | Jan 1, 2025 (1940 d) |
| Christophe Marie Pascal Dionot | Planning Solutions Group, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 10, 2019 | Jul 23, 2019 |
| Alexander Cochran | Planning Solutions Group, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 10, 2019 | Jul 23, 2019 |
| Joseph Evans | Planning Solutions Group, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 10, 2019 | Jul 31, 2019 |
| Chloe Briel | Commonwealth Financial Network national BD | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 10, 2019 | Jan 27, 2020 (139 d) |
| Melinda Boyd | Planning Solutions Group, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 10, 2019 | Jul 23, 2019 |
| Daniel Dupuy | Planning Solutions Group, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 10, 2019 | Jul 23, 2019 |
| Robert Brett Hewitt | Planning Solutions Group, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 24, 2019 | Jul 24, 2019 |
| David Jeffrey Hill | Raymond James Financial Services Advisors, Inc BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 17, 2019 | Aug 8, 2019 |
| James L Wiley | Wiley Group independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 2, 2019 | Jun 3, 2019 |
| Donald Riley | Wiley Group independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 2, 2019 | Jun 1, 2019 |
| Timothy Hewitt | Wiley Group independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 2, 2019 | Jun 1, 2019 |
| Kimberly B Jobson | Wiley Group independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 2, 2019 | Jun 1, 2019 |
| Bradly Scott Hoggatt | Advice And Planning Services BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 12, 2019 | Sep 1, 2021 (812 d) |