DFX 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 |
|---|---|---|---|---|---|
| Christopher Douglas Risher | Revolutionary Wealth Management, Corp. unclassified | Ae Wealth Management, LLC independent RIA | Other | Apr 8, 2024 | Apr 2, 2024 |
| Curvin Elwood Miller | Arkadios Wealth Advisors BD affiliated | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 1, 2024 | Feb 6, 2024 |
| Luke Malter | J.P. Morgan Securities LLC wirehouse | Ae Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Mar 30, 2024 | Apr 26, 2024 |
| Andrea Kaye Doller | Arkadios Wealth Advisors BD affiliated | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 29, 2024 | Feb 6, 2024 |
| William Burke | Arkadios Wealth Advisors BD affiliated | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 29, 2024 | Feb 6, 2024 |
| Andrew Thomas Hackworth | Arkadios Wealth Advisors BD affiliated | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 29, 2024 | Feb 5, 2024 |
| Erik William Hagstrom | Arkadios Wealth Advisors BD affiliated | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 29, 2024 | Feb 5, 2024 |
| Joshua Hayes Winger | Arkadios Wealth Advisors BD affiliated | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 29, 2024 | Feb 6, 2024 |
| Elijah Mott | Td Private Client Wealth LLC BD affiliated | Ae Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 29, 2024 | Apr 2, 2024 |
| Braden Seymour | Arkadios Wealth Advisors BD affiliated | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 29, 2024 | Feb 6, 2024 |
| Austin Jerod Downum | Incompass Financial Partners, LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 6, 2024 | Mar 19, 2024 |
| Cody Knight | Citigroup Global Markets Inc. BD affiliated | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 6, 2024 | Mar 22, 2024 |
| Harrison Ross Coburn | Park Avenue Securities LLC BD affiliated | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 29, 2024 | Apr 1, 2025 (397 d) |
| Hector Manuel Monroy | Westmount Partners, LLC independent RIA | Ae Wealth Management, LLC independent RIA | RIA to RIA | Feb 22, 2024 | Jun 6, 2024 (105 d) |
| Brandon Beck | Familywealth mixed wealth | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 16, 2024 | Jan 10, 2024 |
| Blake Thomas Moore | Regal Investment Advisors LLC BD affiliated | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 5, 2024 | Jan 31, 2024 |
| Morgan Leann Lawrence | Secure Asset Management, L.L.C. independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 5, 2024 | Feb 2, 2024 |
| John Tolan Mints | Triumph Wealth Advisors, Inc. independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 2, 2024 | Jan 9, 2024 |
| Jeremy Gene Pillow | Triumph Wealth Advisors, Inc. independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 2, 2024 | Jan 16, 2024 |
| Bryan Ernest Leake | Hightower Advisors, LLC BD affiliated | Ae Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 1, 2024 | Apr 12, 2024 (71 d) |
| Josiah Jazwa | Ameriprise Financial Services, LLC national BD | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 18, 2024 | Jan 29, 2024 |
| Janae' Andril Bridges | Jecohen & Co., LLC state registered | Ae Wealth Management, LLC BD affiliated | Other | Jan 9, 2024 | Mar 4, 2024 (55 d) |
| David John Cadarette | Horter Investment Management, LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 8, 2024 | Jan 9, 2024 |
| Blake Oliver Buttrum | Foresight Investment Advisors, LLC state registered | Ae Wealth Management, LLC BD affiliated | Other | Jan 4, 2024 | May 31, 2023 |
| Matthew Dakota Minton | Foresight Investment Advisors, LLC state registered | Ae Wealth Management, LLC BD affiliated | Other | Jan 4, 2024 | May 31, 2023 |
| Shane Spence | Earned Wealth independent RIA | Ae Wealth Management, LLC independent RIA | RIA to RIA | Jan 3, 2024 | Aug 12, 2024 (222 d) |
| Vincent Anthony Virga | Madison Avenue Securities, LLC BD affiliated | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 18, 2023 | Apr 30, 2023 |
| Matthew Howard Eilers | Signal Advisors Wealth, LLC asset manager | Ae Wealth Management, LLC BD affiliated | Other | Nov 29, 2023 | Dec 18, 2023 |
| Richard B Constantine | Bridgeworth Wealth Management independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 28, 2023 | Dec 22, 2023 |
| Garrett Daniel Malmo | Pruco Securities, LLC BD affiliated | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 15, 2023 | Dec 18, 2023 (33 d) |
| Alexas Marie Cabral | Citizens Securities, Inc. BD affiliated | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 13, 2023 | Dec 5, 2023 |
| Michael E Miller | Thrivent Investment Management Inc. BD affiliated | Ae Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 10, 2023 | Apr 11, 2024 (153 d) |
| Jonathan Fred Busch | Tucker Asset Management LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 9, 2023 | Nov 9, 2023 |
| Chang Shin | Scout Investments, Inc. other | Ae Wealth Management, LLC BD affiliated | Other | Nov 8, 2023 | Nov 1, 2023 |
| Aaron Keith Ulrich | Forthright Capital independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 24, 2023 | Nov 10, 2023 |
| Michael David Bobowski | Securities America Advisors, Inc. BD affiliated | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 16, 2023 | Oct 10, 2023 |
| Terry Dee Higdon | Alphastar Capital Management independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 16, 2023 | Oct 23, 2023 |
| Jay Preston Alexander | Stronghold Capital Partners LLC state registered | Ae Wealth Management, LLC BD affiliated | Other | Oct 13, 2023 | Oct 23, 2023 |
| Jaqueline Von Schadeck | Impact Partnership Wealth, LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 6, 2023 | Nov 20, 2023 (45 d) |
| Tyler Patrick Jones | Thrivent Investment Management Inc. BD affiliated | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 5, 2023 | Mar 13, 2024 (160 d) |
| Jason Francis Labarge | Cetera Investment Advisers LLC BD affiliated | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 29, 2023 | Oct 3, 2023 |
| Sean Joseph Conti | Core Capital Management And Research Inc. other | Ae Wealth Management, LLC BD affiliated | Other | Sep 26, 2023 | Jun 15, 2023 |
| Adam Michael Mcdermont | Raymond James & Associates, Inc. national BD | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 21, 2023 | Oct 2, 2023 |
| Andrew Jared Harmon | Foundations Investment Advisors LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 11, 2023 | Sep 12, 2023 |
| Crhistian Horacio Vasquez | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Ae Wealth Management, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 30, 2023 | Oct 10, 2023 (41 d) |
| David Robert Pugh | Pruco Securities, LLC BD affiliated | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2023 | Aug 23, 2023 |
| Steven L Rich | M Holdings Securities, Inc. BD affiliated | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 10, 2023 | Sep 7, 2023 |
| David Patrick Koehler | Good Life Advisors, LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 9, 2023 | Aug 25, 2023 |
| Andrea Lynn Hall | Sound Income Strategies, LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 31, 2023 | Aug 25, 2023 |
| Timothy Alan Trier | Thrivent Investment Management Inc. BD affiliated | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 27, 2023 | Aug 3, 2023 |
| Francis Anthony Higgins | Brookstone Capital Management LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 19, 2023 | Jul 21, 2023 |
| Mary Bridget Riley | Brookstone Capital Management LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 19, 2023 | Jul 21, 2023 |
| James Joseph Vitou | Horter Investment Management, LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 11, 2023 | Jul 11, 2023 |
| James Daniel Vitou | Horter Investment Management, LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 11, 2023 | Jul 11, 2023 |
| Kenneth Daniel Glen Earwood | Spc BD affiliated | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 21, 2023 | Jun 26, 2023 |
| Andrew G Williams | Foundations Investment Advisors LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 20, 2023 | Jun 20, 2023 |
| Ryan Evan Loynd | Creativeone Wealth, LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 16, 2023 | Jun 16, 2023 |
| Stuart Mathew Hunsicker | Bedrock Investment Advisors independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 14, 2023 | Jun 12, 2023 |
| Kevin B Divecha | Wealth Watch Advisors, Inc independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 28, 2023 | Jun 9, 2025 (773 d) |
| Roberto Antonio Yudice | Ameriprise Financial Services, LLC national BD | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 27, 2023 | May 15, 2023 |
662 moves match.