DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Wealth Enhancement Advisory Services, LLC

898 moves
AdvisorFromToTypeLeftRegistered
Christopher HillInvesco Advisers, Inc. asset managerWealth Enhancement Advisory Services, LLC independent RIAOtherMay 10, 2019Apr 6, 2023 (1427 d)
Alan Craig HicksSummit Planning Group LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 5, 2019Apr 1, 2019
David John DemeuseSummit Planning Group LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 5, 2019Apr 1, 2019
Lee RevolinskiSummit Planning Group LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 5, 2019Apr 1, 2019
Eric Albert FlickSummit Planning Group LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 5, 2019Apr 1, 2019
Gideon HicksSummit Planning Group LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 5, 2019Apr 1, 2019
David TuligSummit Planning Group LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 5, 2019Apr 1, 2019
Corey SullivanRBC Capital Markets, LLC national BDWealth Enhancement Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 2, 2019May 23, 2019 (51 d)
John LingeLPL Financial LLC independent RIAWealth Enhancement Advisory Services, LLC otherOtherMar 1, 2019Dec 2, 2017
Colin P SmithMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWealth Enhancement Advisory Services, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankFeb 4, 2019Feb 6, 2019
Joseph Clayton GajAepg Wealth Strategies independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJan 22, 2019Mar 21, 2024 (1885 d)
Peter Jack LinSnowden Capital Advisors LLC BD affiliatedWealth Enhancement Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 7, 2019Feb 23, 2022 (1143 d)
Vincenzo CiminoLPL Financial LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 2, 2019May 1, 2018
John Ring O'BrienOnesource Retirement Advisors, Inc. independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 10, 2018Nov 1, 2018
Helen Genevieve JohnsonAmeriprise Financial Services, LLC national BDWealth Enhancement Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 7, 2018Jan 16, 2019 (40 d)
Glenn David MeyerGdm Advisory Group Ltd independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 5, 2018Dec 1, 2018
Cory Scott MeyerGdm Advisory Group Ltd independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 5, 2018Dec 1, 2018
Michael SadjadiLPL Financial LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 2, 2018Oct 15, 2018
Mary Beth NeeleyRetirement Strategies, Inc. independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 1, 2018Sep 5, 2018
James William CarrRetirement Strategies, Inc. independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 1, 2018Sep 5, 2018
Patricia Garlan LawrenceRetirement Strategies, Inc. independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 1, 2018Sep 5, 2018
William Sheldon HartRetirement Strategies, Inc. independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 1, 2018Sep 5, 2018
Thomas James HaggertyRetirement Strategies, Inc. independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 1, 2018Sep 5, 2018
Jesse Andrew-Tye CrewsRetirement Strategies, Inc. independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 1, 2018Sep 5, 2018
Tiffany Mills BeardRetirement Strategies, Inc. independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 1, 2018Sep 5, 2018
Benjamin Edward DavisRetirement Strategies, Inc. independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 1, 2018Sep 5, 2018
Deborah NovatneyU.S. Bancorp Investments, Inc. BD affiliatedWealth Enhancement Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 9, 2018Dec 12, 2019 (490 d)
Steven Michael BlumeRBC Capital Markets, LLC national BDWealth Enhancement Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 18, 2018Sep 4, 2018 (48 d)
Ryan Anthony TrabantLPL Financial LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 13, 2018Jan 3, 2019 (174 d)
Ruth MillerCri Securities, LLC BD affiliatedWealth Enhancement Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 25, 2018Jun 4, 2018
Ruth MillerSecurian Financial Services, Inc. BD affiliatedWealth Enhancement Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 25, 2018Jun 4, 2018
Scott ReidLPL Financial LLC independent RIAWealth Enhancement Advisory Services, LLC otherOtherMay 21, 2018Dec 21, 2017
Michael Edward CarlsonLPL Financial LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 7, 2018Sep 21, 2022 (1598 d)
Benjamin J. OsbornLPL Financial LLC independent RIAWealth Enhancement Advisory Services, LLC otherOtherMar 5, 2018Mar 5, 2018
Donald HannahsTriad Advisors, LLC BD affiliatedWealth Enhancement Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 28, 2018Jul 25, 2019 (512 d)
Ben PutmanEmpirical Wealth Management independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 28, 2018Dec 16, 2025 (2848 d)
Robert Hayes CarsonTriad Advisors, LLC BD affiliatedWealth Enhancement Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 28, 2018Jul 23, 2019 (510 d)
Christine HeineLPL Financial LLC otherWealth Enhancement Advisory Services, LLC otherOtherOct 24, 2017Oct 31, 2017
Jennifer Marie BoeckmannRaymond James Financial Services Advisors, Inc otherWealth Enhancement Advisory Services, LLC BD affiliatedOtherOct 12, 2017Nov 3, 2021 (1483 d)
Nicholas Anthony MoriartyAmeriprise Financial Services, LLC national BDWealth Enhancement Advisory Services, LLC otherOtherSep 13, 2017Sep 18, 2017
Adam PaulsonStrategic Advisers LLC national BDWealth Enhancement Advisory Services, LLC otherOtherSep 7, 2017Oct 26, 2017 (49 d)
Anthony ParrishKestra Advisory Services, LLC otherWealth Enhancement Advisory Services, LLC otherOtherJul 26, 2017Aug 31, 2017 (36 d)
Brian DavisOccidental Asset Management, LLC otherWealth Enhancement Advisory Services, LLC otherOtherMay 24, 2017Dec 18, 2017 (208 d)
Matthew Gale FalknerWells Fargo Advisors wirehouseWealth Enhancement Advisory Services, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMay 17, 2017Jun 12, 2025 (2948 d)
William J. BuhrWells Fargo Advisors wirehouseWealth Enhancement Advisory Services, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMay 9, 2017Dec 8, 2020 (1309 d)
Stephanie Marie GriesingerWd Financial Services, LLC unclassifiedWealth Enhancement Advisory Services, LLC otherOtherMar 21, 2017Nov 30, 2017 (254 d)
Joel Adam FliegelCla Financial Advisors, LLC otherWealth Enhancement Advisory Services, LLC otherOtherMar 1, 2017Mar 6, 2017
Dustin Kriengsak-ObhasCla Financial Advisors, LLC otherWealth Enhancement Advisory Services, LLC otherOtherMar 1, 2017Mar 6, 2017
Steven Richard McgowanCla Financial Advisors, LLC otherWealth Enhancement Advisory Services, LLC otherOtherMar 1, 2017Mar 6, 2017
Andrea DebevecAmeriprise Financial Services, LLC national BDWealth Enhancement Advisory Services, LLC otherOtherFeb 9, 2017Mar 13, 2017 (32 d)
Melissa L KrupaLPL Financial LLC otherWealth Enhancement Advisory Services, LLC otherOtherFeb 8, 2017Feb 13, 2017
Vincenzo CiminoCimino Wealth Advisors unclassifiedWealth Enhancement Advisory Services, LLC BD affiliatedOtherDec 31, 2016May 1, 2018 (486 d)
Steven MondolinoFocus Partners Wealth, LLC otherWealth Enhancement Advisory Services, LLC otherOtherOct 14, 2016Nov 1, 2016
Britta Nicole FergusonCanter Wealth otherWealth Enhancement Advisory Services, LLC BD affiliatedOtherOct 12, 2016May 18, 2022 (2044 d)
Danielle SchultzLPL Financial LLC otherWealth Enhancement Advisory Services, LLC otherOtherOct 11, 2016Oct 12, 2016
Geoffrey Allen LanceleySfs Interests, Inc. unclassifiedWealth Enhancement Advisory Services, LLC otherOtherSep 13, 2016Aug 8, 2016
Geoffrey Allen LanceleyV Wealth Advisors LLC otherWealth Enhancement Advisory Services, LLC otherOtherSep 6, 2016Aug 8, 2016
Ryan Ellison PaulLPL Financial LLC otherWealth Enhancement Advisory Services, LLC otherOtherAug 17, 2016Aug 22, 2016
Daniel John WolkerstorferLPL Financial LLC otherWealth Enhancement Advisory Services, LLC otherOtherJun 23, 2016Jun 20, 2016
David Baker HimmelreichHhg & Company, LLC otherWealth Enhancement Advisory Services, LLC otherOtherJun 3, 2016Jun 2, 2016
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