DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Wealth Enhancement Advisory Services, LLC
A 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Ian Brauer | Lake Tahoe Wealth Management, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 8, 2026 | May 1, 2026 |
| Brent Sikes | Fullcircle Wealth LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 5, 2026 | Apr 23, 2026 |
| Jamie Jenkins | Fullcircle Wealth LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 5, 2026 | Apr 16, 2026 |
| Joshua James Garnet Davis | Advice And Planning Services BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 4, 2026 | May 15, 2026 |
| Luke Francis Bagley | LPL Enterprise, LLC BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 1, 2026 | Jun 9, 2026 (39 d) |
| Efren Ortiz Espinoza | LPL Enterprise, LLC BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 30, 2026 | May 5, 2026 |
| Jeremy Hancock | Raymond James Financial Services Advisors, Inc BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 29, 2026 | May 4, 2026 |
| Nathan Presutti | Fisher Investments independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 23, 2026 | Sep 1, 2026 (131 d) |
| Zachary Keith Buesgens | Financial Perspectives independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 21, 2026 | May 12, 2026 |
| Michelle Hagelin | Ameriprise Financial Services, LLC national BD | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 20, 2026 | Apr 6, 2026 |
| Patrick Chin | Wells Fargo Advisors wirehouse | Wealth Enhancement Advisory Services, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 10, 2026 | Apr 6, 2026 |
| Luke Shourds | MML Investors Services, LLC BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 8, 2026 | Apr 28, 2026 |
| Ambreen Shahnaz Haider | J.P. Morgan Securities LLC wirehouse | Wealth Enhancement Advisory Services, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 3, 2026 | Apr 16, 2026 |
| Eli Hunter Eddy | Osaic Wealth, Inc. BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2026 | Apr 1, 2026 |
| Timothy Charles Parros | Osaic Wealth, Inc. BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 2, 2026 | Apr 2, 2026 |
| Nicholas Parros | Osaic Wealth, Inc. BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 2, 2026 | Apr 1, 2026 |
| Katie Marie Biedler | LPL Financial LLC BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 1, 2026 | Mar 17, 2026 |
| Paul Joshua Selzer | Tfb Advisors, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 25, 2026 | Mar 2, 2026 |
| Daniel Gerard Dolan | Tfb Advisors, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 25, 2026 | Mar 2, 2026 |
| Timothy Gaigals | Tfb Advisors, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 25, 2026 | Mar 2, 2026 |
| Andrew Mackay Metzler | Tfb Advisors, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 25, 2026 | Mar 2, 2026 |
| Nicolas Michael Anthony Boyd | Tfb Advisors, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 25, 2026 | Mar 2, 2026 |
| Connor O'Keefe | Tfb Advisors, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 25, 2026 | Mar 2, 2026 |
| Jessica M Feiner | Johnson Wealth Inc. mixed wealth | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 20, 2026 | Apr 7, 2026 |
| Nicholas William French | Svb Asset Management other | Wealth Enhancement Advisory Services, LLC BD affiliated | Other | Mar 18, 2026 | Jun 1, 2026 (75 d) |
| Madison Spahr | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Wealth Enhancement Advisory Services, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 17, 2026 | Mar 23, 2026 |
| David Harrison Goodless | RBC Rochdale, LLC BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 4, 2026 | Feb 10, 2026 |
| Zachary Taylor | Blackrock Investment Management, LLC other | Wealth Enhancement Advisory Services, LLC BD affiliated | Other | Feb 17, 2026 | Feb 23, 2026 |
| Daniel Eric Michael Schutz | Secure Asset Management, L.L.C. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 13, 2026 | Apr 21, 2026 (67 d) |
| Justin Jarvis | Citizens Private Wealth BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 11, 2026 | Feb 17, 2026 |
| William Lee Bowman | Aegis Financial independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 9, 2026 | Jan 2, 2026 |
| Wendy Michelle Hansen | Aegis Financial independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 9, 2026 | Jul 1, 2026 (142 d) |
| Michael Allen Villeneuve | Aegis Financial independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 9, 2026 | Jan 2, 2026 |
| Brian James Rogers | Aegis Financial independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 9, 2026 | Jan 2, 2026 |
| Samuel Scott Christie | Aegis Financial independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 9, 2026 | Jan 2, 2026 |
| Alyssa Maria Doro | Aegis Financial independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 9, 2026 | Jan 2, 2026 |
| Kyle Steven Jahnke | Cambridge Investment Research Advisors, Inc. BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 5, 2026 | Feb 2, 2026 |
| Omar Chyou | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Wealth Enhancement Advisory Services, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 4, 2026 | Feb 3, 2026 |
| Ann Marie Senne | Ameriprise Financial Services, LLC national BD | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 6, 2026 | May 26, 2026 (140 d) |
| Fred Columbus Dent | Dent Wealth Advisors independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 5, 2026 | Jan 2, 2026 |
| Angel Stewart | Dent Wealth Advisors independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 5, 2026 | Jan 2, 2026 |
| Lyndon Paul Jude Wilbert | Dent Wealth Advisors independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 5, 2026 | Jan 2, 2026 |
| James Dylan Thompkins | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Wealth Enhancement Advisory Services, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 2, 2026 | May 19, 2026 (137 d) |
| Steven Ford | Raymond James Financial Services Advisors, Inc BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2025 | Jan 2, 2026 |
| Dylan Alexander Brooks | Raymond James Financial Services Advisors, Inc BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2025 | Jan 2, 2026 |
| Cayden Alexander Kotowitz | Spectrum Wealth Management, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2025 | Jan 9, 2026 |
| Larry Michael Kohn | L.M. Kohn & Company independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 16, 2025 | Dec 8, 2025 |
| Robert Hubert Chess | L.M. Kohn & Company independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 16, 2025 | Mar 30, 2026 (104 d) |
| Andrew Kohn | L.M. Kohn & Company independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 16, 2025 | Dec 8, 2025 |
| Kimberly Higgins Day | Christopher Weil & Co Inc independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 15, 2025 | Feb 3, 2026 (50 d) |
| William M Prest | Morgan Stanley wirehouse | Wealth Enhancement Advisory Services, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 15, 2025 | Jan 26, 2026 (42 d) |
| Timothy Lane Johnston | Osaic Advisory Services, LLC BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 12, 2025 | Dec 2, 2025 |
| Garry Phillip Kohn | L.M. Kohn & Company independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 9, 2025 | Dec 8, 2025 |
| Scott B. Wirtz | L.M. Kohn & Company independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 9, 2025 | Dec 8, 2025 |
| Shelley Elizabeth Norris | L.M. Kohn & Company independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 9, 2025 | Dec 8, 2025 |
| Wendy Jeanne Shannon | L.M. Kohn & Company independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 9, 2025 | Dec 8, 2025 |
| Elizabeth Grace Yeo | Osaic Wealth, Inc. BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 9, 2025 | Dec 1, 2025 |
| Ryan Hannam | L.M. Kohn & Company independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 9, 2025 | Dec 8, 2025 |
| Paige Cheryl Miller | L.M. Kohn & Company independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 9, 2025 | Dec 8, 2025 |
| Thomas Berry | L.M. Kohn & Company independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 9, 2025 | Dec 8, 2025 |
875 moves match.