DFX 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 |
|---|---|---|---|---|---|
| John Brooks Reece | Williams Jones Wealth Management, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 11, 2025 | Oct 29, 2024 |
| Roger Repasky | Robert W. Baird & Co. Incorporated mixed wealth | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 11, 2025 | Apr 15, 2025 |
| Ralph James Goolsby | LPL Financial LLC BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 1, 2025 | Dec 2, 2024 |
| James Everette Stike | LPL Financial LLC BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 1, 2025 | Dec 2, 2024 |
| Matthew William Benz | The Mather Group, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 24, 2025 | Mar 12, 2025 |
| Julia Felisberto-Mendes | J.P. Morgan Securities LLC wirehouse | Wealth Enhancement Advisory Services, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 20, 2025 | Apr 23, 2025 (34 d) |
| Vance Blair Gray | Vancegray Wealth Management, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 14, 2025 | Jan 2, 2025 |
| Jonathan Florante Alviar | Equitable Advisors, LLC national BD | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 13, 2025 | Sep 8, 2025 (179 d) |
| William F Gallagher | Zynergy Retirement Planning independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 12, 2025 | Jun 9, 2025 (89 d) |
| Kelly Marlene Willi | Bcu Wealth Advisors, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 7, 2025 | Mar 12, 2025 |
| Andrew Keith Laslie | Vancegray Wealth Management, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 5, 2025 | Jan 2, 2025 |
| Ryan David Bartlett | Vancegray Wealth Management, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 5, 2025 | Jan 2, 2025 |
| Larry Gene Mcclanahan | Secondhalf Planning & Investment, LLC unclassified | Wealth Enhancement Advisory Services, LLC BD affiliated | Other | Mar 4, 2025 | Mar 3, 2025 |
| Amanda Memoli Durbiano | Advice And Planning Services BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 4, 2025 | Mar 6, 2025 |
| David Lucier | Shelton Capital Management other | Wealth Enhancement Advisory Services, LLC BD affiliated | Other | Mar 3, 2025 | Mar 25, 2025 |
| Matthew Howard Fuller | Xo Wealth Management independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 14, 2025 | Feb 6, 2025 |
| Carl Patrick Carlos | Xo Wealth Management independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 14, 2025 | Feb 3, 2025 |
| Kimberly Ellen Arthur | Xo Wealth Management independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 14, 2025 | Feb 3, 2025 |
| Valarie Latrice Wright | Xo Wealth Management independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 14, 2025 | Feb 3, 2025 |
| Stephen Valelly | Xo Wealth Management independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 14, 2025 | Feb 6, 2025 |
| Daniel Schwartz | Nuveen Asset Management, LLC mixed wealth | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 12, 2025 | Jun 11, 2025 (119 d) |
| Steven Gary Hoglund | Capstone Wealth Advisors, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 11, 2025 | Feb 12, 2025 |
| Ryan Skogstad | Capstone Wealth Advisors, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 11, 2025 | Feb 3, 2025 |
| Shawn Skogstad | Capstone Wealth Advisors, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 11, 2025 | Feb 3, 2025 |
| Kosuke Takahashi | Capstone Wealth Advisors, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 11, 2025 | Feb 3, 2025 |
| Brett Skogstad | Capstone Wealth Advisors, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 11, 2025 | Feb 3, 2025 |
| Brian Morris Felshaw | Capstone Wealth Advisors, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 11, 2025 | Feb 3, 2025 |
| Gordon Westcott Price | MML Investors Services, LLC BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 10, 2025 | Apr 4, 2025 (53 d) |
| Stephen Pomanti | Cetera Investment Advisers LLC BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 7, 2025 | Feb 26, 2025 |
| Dean Frederick Danison | Danison & Associates Inc other | Wealth Enhancement Advisory Services, LLC BD affiliated | Other | Feb 6, 2025 | Jan 23, 2025 |
| Tracey Danison | Danison & Associates Inc other | Wealth Enhancement Advisory Services, LLC BD affiliated | Other | Feb 6, 2025 | Jan 23, 2025 |
| Jean Elzayek | Householder Group Estate & Retirement Specialists independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 5, 2025 | Jan 21, 2025 |
| Robert Schneider | Johnson Wealth Inc. mixed wealth | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 4, 2025 | Jan 29, 2025 |
| Frederic Young Hoon Han | Confidence Wealth Management, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 28, 2025 | Aug 31, 2026 (580 d) |
| Lynne Celia | Nationwide Investment Advisors, LLC BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 27, 2025 | Feb 3, 2025 |
| Katherine Ryan | Advice And Planning Services BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 27, 2025 | Sep 18, 2025 (234 d) |
| John P Beninato | Ameriprise Financial Services, LLC national BD | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 23, 2025 | Jan 23, 2025 |
| Jacob Sewalk | Marion Wealth Management independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 16, 2025 | Feb 4, 2025 |
| Richard Alan Raybin | Lifetime Legacy Services, LLC unclassified | Wealth Enhancement Advisory Services, LLC BD affiliated | Other | Jan 14, 2025 | Dec 16, 2024 |
| Matt John Roehr | Northwest Investment Counselors independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 13, 2025 | Jan 2, 2025 |
| Mark Edward Scarlett | Northwest Investment Counselors independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 13, 2025 | Jan 2, 2025 |
| Michelle Castano Garcia | Northwest Investment Counselors independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 13, 2025 | Jan 2, 2025 |
| Erica Jean Cortez | Northwest Investment Counselors independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 13, 2025 | Jan 2, 2025 |
| Alexander Dolle | Northwest Investment Counselors independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 13, 2025 | Jan 13, 2025 |
| Brian Matthew Padrick | The Wealth Consulting Group independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 9, 2025 | Dec 16, 2024 |
| Jessica Anseth | The Wealth Consulting Group independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 9, 2025 | Dec 16, 2024 |
| Brendan William Tully | Strategic Wealth Management Group independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 7, 2025 | Dec 1, 2025 (328 d) |
| Hailey Marie Melander | Winter & Associates, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 7, 2025 | Jan 21, 2025 |
| Mark Francis Scribner | Cwm, LLC BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 3, 2025 | Jan 13, 2025 |
| Samantha Schnurr | Sincerus Advisory independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 20, 2024 | Jun 23, 2026 (550 d) |
| James Christopher Scott | Cetera Investment Advisers LLC BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 19, 2024 | Jan 13, 2025 |
| Kelly Marie Weis | Pruco Securities, LLC no RAUM | Wealth Enhancement Advisory Services, LLC BD affiliated | Other | Dec 10, 2024 | Jul 31, 2025 (233 d) |
| Victor Sidney Levy | Levy Wealth Management Group independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 6, 2024 | Sep 3, 2024 |
| Michael Thomas Clatterbuck | Levy Wealth Management Group independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 6, 2024 | Sep 3, 2024 |
| Jason Lawrence | Levy Wealth Management Group independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 6, 2024 | Sep 4, 2024 |
| Joseph Robostello | Levy Wealth Management Group independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 6, 2024 | Sep 3, 2024 |
| Dana Sikora | Lido independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 5, 2024 | Nov 14, 2024 |
| Lori Rene Duffield | LPL Financial LLC BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 2, 2024 | Dec 2, 2024 |
| Elaine Lynn Fierbaugh | LPL Financial LLC BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 2, 2024 | Dec 2, 2024 |
| Teresa Lynn Yutzy | LPL Financial LLC BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 2, 2024 | Dec 2, 2024 |
876 moves match.