DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Ae Wealth Management, 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 |
|---|---|---|---|---|---|
| Mark Gabriel Bond | MML Investors Services, LLC BD affiliated | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 28, 2025 | Jun 16, 2025 |
| Josef Visinski | Spc BD affiliated | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 21, 2025 | May 21, 2025 |
| Jessica Lynn Bost | Lake Avenue Financial LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 19, 2025 | Jun 13, 2025 |
| Debra Diane Starkey | Encompass More Asset Management LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 15, 2025 | May 14, 2025 |
| Arthur Andrew Isberg | Encompass More Asset Management LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 15, 2025 | May 14, 2025 |
| Amber Elaine Alguire | Encompass More Asset Management LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 15, 2025 | May 14, 2025 |
| Jamie Lee Roth | Encompass More Asset Management LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 15, 2025 | May 14, 2025 |
| Cameron Christian Clay | Encompass More Asset Management LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 15, 2025 | May 14, 2025 |
| Daniel Lee Asti | Encompass More Asset Management LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 15, 2025 | May 15, 2025 |
| Larry Rufus Daniels | Encompass More Asset Management LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 15, 2025 | May 15, 2025 |
| Daniel James Dietrich | Encompass More Asset Management LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 15, 2025 | May 14, 2025 |
| Benjamin Ward Hulburt | Encompass More Asset Management LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 15, 2025 | May 14, 2025 |
| Maxwell Addison Rinn | Stride Investments, LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 7, 2025 | Jun 13, 2025 (37 d) |
| Miles Irvin Morrissey | Smart Wealth, LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 16, 2025 | Apr 28, 2025 |
| Sarah Renee Squire | Foundations Investment Advisors LLC independent RIA | Ae Wealth Management, LLC independent RIA | RIA to RIA | Mar 24, 2025 | Mar 20, 2025 |
| Daniel Joseph Hill | J.P. Morgan Securities LLC wirehouse | Ae Wealth Management, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 21, 2025 | Apr 15, 2025 |
| Nicholas Daniel Castellano | Singer Wealth Advisors LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 19, 2025 | Apr 29, 2025 (41 d) |
| Ryan Hamlin | LPL Financial LLC BD affiliated | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 11, 2025 | Apr 1, 2025 |
| Jason Purvis | Secure Investment Management, LLC independent RIA | Ae Wealth Management, LLC independent RIA | RIA to RIA | Mar 5, 2025 | Mar 20, 2025 |
| William Harold Wilkinson | 360 Wealth Management, Inc. unclassified | Ae Wealth Management, LLC independent RIA | Other | Mar 3, 2025 | Nov 7, 2024 |
| Calvin William Wilkinson | 360 Wealth Management, Inc. unclassified | Ae Wealth Management, LLC independent RIA | Other | Mar 3, 2025 | Nov 7, 2024 |
| Jacob Warner Wagaman | LPL Financial LLC BD affiliated | Ae Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 3, 2025 | Feb 28, 2025 |
| Shannon Cheah | Copper Financial independent RIA | Ae Wealth Management, LLC independent RIA | RIA to RIA | Feb 28, 2025 | Mar 3, 2025 |
| Adam C Tracy | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Ae Wealth Management, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 20, 2025 | May 26, 2026 (460 d) |
| Pablo Andres Miranda | Wells Fargo Advisors wirehouse | Ae Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Feb 20, 2025 | Mar 13, 2025 |
| Shawn Michael Maloney | Financial & Tax Architects, LLC independent RIA | Ae Wealth Management, LLC independent RIA | RIA to RIA | Feb 11, 2025 | Feb 14, 2025 |
| Ralph A Nicosia | Creativeone Wealth, LLC independent RIA | Ae Wealth Management, LLC independent RIA | RIA to RIA | Feb 6, 2025 | Feb 27, 2025 |
| Brooks Connor Gould | Vanguard Advisers, Inc. BD affiliated | Ae Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 6, 2025 | Feb 7, 2025 |
| Rodolfo Allan Troy Argosino | Ruggieri Wealth Advisors LLC unclassified | Ae Wealth Management, LLC independent RIA | Other | Jan 31, 2025 | Jan 28, 2025 |
| Ralph Anthony Nicosia | Umb Financial Services, Inc. independent RIA | Ae Wealth Management, LLC independent RIA | RIA to RIA | Jan 10, 2025 | Mar 7, 2025 (56 d) |
| Brett Patrick Stahl | Peak Retirement Planning, Inc. independent RIA | Ae Wealth Management, LLC independent RIA | RIA to RIA | Jan 6, 2025 | Mar 19, 2025 (72 d) |
| Phillip Thomas Bloyd | Revolutionary Wealth Management, Corp. unclassified | Ae Wealth Management, LLC independent RIA | Other | Dec 31, 2024 | Apr 17, 2024 |
| Joseph Cahill | J.P. Morgan Securities LLC wirehouse | Ae Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Dec 22, 2024 | Jan 31, 2025 (40 d) |
| Wayburn Allen Costellow | Magnolia Wealth Management LLC unclassified | Ae Wealth Management, LLC independent RIA | Other | Dec 18, 2024 | Jun 24, 2024 |
| Anthony Dean Ruggieri | Encompass More Asset Management LLC independent RIA | Ae Wealth Management, LLC independent RIA | RIA to RIA | Dec 17, 2024 | Nov 14, 2024 |
| Matthew Diruggiero | Citizens Securities, Inc. BD affiliated | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 17, 2024 | May 22, 2025 (156 d) |
| Whitney Rhyne Smith | Morgan Stanley wirehouse | Ae Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Dec 9, 2024 | Dec 16, 2024 |
| Elizabeth Danielle Borders | Magnolia Wealth Management LLC unclassified | Ae Wealth Management, LLC independent RIA | Other | Dec 5, 2024 | Jun 24, 2024 |
| Ryan J Morehead | Tip Group LLC state registered | Ae Wealth Management, LLC BD affiliated | Other | Dec 3, 2024 | Jul 13, 2026 (587 d) |
| William Clark Smith | Financial & Tax Architects, LLC independent RIA | Ae Wealth Management, LLC independent RIA | RIA to RIA | Nov 8, 2024 | Feb 19, 2025 (103 d) |
| Dustin Meza | Nuance Investments, LLC asset manager | Ae Wealth Management, LLC independent RIA | Other | Oct 30, 2024 | Jan 8, 2025 (70 d) |
| Ryan Michael Meisemann | Raymond James & Associates, Inc. national BD | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 18, 2024 | Apr 3, 2025 (167 d) |
| Jeffery Wagner | Umb Financial Services, Inc. independent RIA | Ae Wealth Management, LLC independent RIA | RIA to RIA | Sep 26, 2024 | Oct 7, 2024 |
| Emily Diane Arnold | Buck Wealth Strategies, LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 16, 2024 | Jan 29, 2024 |
| Renee Scimone Wilkinson | 360 Wealth Management, Inc. unclassified | Ae Wealth Management, LLC BD affiliated | Other | Sep 12, 2024 | May 21, 2026 (616 d) |
| Joe Collin Clark | Fisher Investments independent RIA | Ae Wealth Management, LLC independent RIA | RIA to RIA | Aug 26, 2024 | Oct 4, 2024 (39 d) |
| Richard Joseph Osmond | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Ae Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Aug 20, 2024 | Sep 10, 2024 |
| Alexander Triska | First Command Advisory Services BD affiliated | Ae Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 31, 2024 | Aug 9, 2024 |
| Kile Conley Weaver | Edelman Financial Engines independent RIA | Ae Wealth Management, LLC independent RIA | RIA to RIA | Jul 30, 2024 | Aug 7, 2024 |
| Blake Alexander Dixon | Florida Financial Advisors, LLC BD affiliated | Ae Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 19, 2024 | Aug 13, 2024 |
| Philip David Meese | Creativeone Wealth, LLC independent RIA | Ae Wealth Management, LLC independent RIA | RIA to RIA | Jul 16, 2024 | Jul 8, 2024 |
| Garrett Wayne Ho-Shing | Florida Financial Advisors, LLC BD affiliated | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2024 | Apr 1, 2025 (268 d) |
| Shelby Buchanan Constantine | Morgan Stanley wirehouse | Ae Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Jun 20, 2024 | Jun 20, 2024 |
| Russell D Mercier | Fisher Investments independent RIA | Ae Wealth Management, LLC independent RIA | RIA to RIA | Jun 3, 2024 | Oct 30, 2024 (149 d) |
| Tyler Nowotny | Oxford Wealth Group, LLC independent RIA | Ae Wealth Management, LLC independent RIA | RIA to RIA | May 2, 2024 | Jun 7, 2024 (36 d) |
| Brian Youngs | Edward Jones national BD | Ae Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 1, 2024 | May 30, 2024 |
| Kristine Marie Skomer | Russell Capital Management, LLC unclassified | Ae Wealth Management, LLC BD affiliated | Other | Apr 29, 2024 | Feb 6, 2024 |
| Robert Douglas Russell | Russell Capital Management, LLC unclassified | Ae Wealth Management, LLC BD affiliated | Other | Apr 29, 2024 | Feb 5, 2024 |
| Michael Warren Gray | Creativeone Wealth, LLC independent RIA | Ae Wealth Management, LLC independent RIA | RIA to RIA | Apr 23, 2024 | Apr 15, 2024 |
| Jia H Chen | Tlg Advisors, Inc. BD affiliated | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 12, 2024 | Apr 14, 2025 (367 d) |
662 moves match.