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 Edward Maloney	M&R Capital Management Inc independent RIA	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Nov 21, 2024	Nov 7, 2024
Paul Desisto	M&R Capital Management Inc independent RIA	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Nov 21, 2024	Nov 7, 2024
Michael Charvala	M&R Capital Management Inc independent RIA	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Nov 21, 2024	Nov 12, 2024
Amos Warren	M&R Capital Management Inc independent RIA	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Nov 21, 2024	Nov 12, 2024
Kyle Whitney Marks	Credit Union Investment Services state registered	Wealth Enhancement Advisory Services, LLC BD affiliated	Other	Nov 18, 2024	Dec 18, 2024
Veronica Marie Aaron	Householder Group Estate & Retirement Specialists independent RIA	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Nov 12, 2024	Feb 4, 2026 (449 d)
Nathan Edward Stancek	LPL Financial LLC BD affiliated	Wealth Enhancement Advisory Services, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Nov 7, 2024	Nov 2, 2023
Lisa Michelle Jacobsen	Cambridge Investment Research Advisors, Inc. BD affiliated	Wealth Enhancement Advisory Services, LLC BD affiliated	Affiliated broker-dealer or bank to another	Nov 7, 2024	Nov 6, 2024
Joe Henry Ledford	Householder Group Estate & Retirement Specialists independent RIA	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Nov 1, 2024	Nov 1, 2024
Benjamin Wada	Householder Group Estate & Retirement Specialists independent RIA	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Nov 1, 2024	Nov 4, 2024
Damon Ridley	Householder Group Estate & Retirement Specialists independent RIA	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Nov 1, 2024	Nov 1, 2024
Katrina Louise Van Rensum	Householder Group Estate & Retirement Specialists independent RIA	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Nov 1, 2024	Nov 4, 2024
James Andrew Byrd	Householder Group Estate & Retirement Specialists independent RIA	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Nov 1, 2024	Nov 1, 2024
Wesley Ryon Sorensen	Householder Group Estate & Retirement Specialists independent RIA	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Nov 1, 2024	Nov 4, 2024
Aaron Robert Mclachlan	Householder Group Estate & Retirement Specialists independent RIA	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Nov 1, 2024	Nov 1, 2024
Stephanie Marie Ford	Householder Group Estate & Retirement Specialists independent RIA	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Nov 1, 2024	Nov 7, 2024
Jeffrey Forbes Smith	Householder Group Estate & Retirement Specialists independent RIA	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Nov 1, 2024	Nov 1, 2024
Amanda Sachs	Steward Partners Investment Advisory, LLC BD affiliated	Wealth Enhancement Advisory Services, LLC BD affiliated	Affiliated broker-dealer or bank to another	Nov 1, 2024	Oct 23, 2024
Lisa Jenine Kachel	Householder Group Estate & Retirement Specialists independent RIA	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Nov 1, 2024	Nov 1, 2024
Skyler Hulslander	Householder Group Estate & Retirement Specialists independent RIA	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Nov 1, 2024	Nov 1, 2024
Samuel Soler-Conklin	Householder Group Estate & Retirement Specialists independent RIA	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Nov 1, 2024	Jan 2, 2025 (62 d)
Maxwell Shapiro	Householder Group Estate & Retirement Specialists independent RIA	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Nov 1, 2024	Nov 1, 2024
Tyler Finch	Householder Group Estate & Retirement Specialists independent RIA	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Nov 1, 2024	Nov 1, 2024
Jeremie Darrek Alley	Householder Group Estate & Retirement Specialists independent RIA	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Nov 1, 2024	Nov 1, 2024
Colin Patrick Mcgraw	Householder Group Estate & Retirement Specialists independent RIA	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Nov 1, 2024	Nov 1, 2024
Merissa C. Mccuen	J.P. Morgan Securities LLC wirehouse	Wealth Enhancement Advisory Services, LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Oct 29, 2024	Oct 29, 2024
Amy M Leuma	Morgan Stanley wirehouse	Wealth Enhancement Advisory Services, LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Oct 28, 2024	May 20, 2025 (204 d)
Kevin M. O'Brien	Peak Financial Services, Inc. independent RIA	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Oct 17, 2024	Jul 9, 2024
Donna Lee Rasile	Fintrust Capital Advisors, LLC mixed wealth	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Oct 15, 2024	Oct 1, 2024
Archibald Hardy	Fintrust Capital Advisors, LLC mixed wealth	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Oct 15, 2024	Oct 2, 2024
James David Snyder	Mariner BD affiliated	Wealth Enhancement Advisory Services, LLC BD affiliated	Affiliated broker-dealer or bank to another	Oct 15, 2024	Apr 17, 2025 (184 d)
Teresa Renee Sylvester	Fintrust Capital Advisors, LLC mixed wealth	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Oct 15, 2024	Oct 11, 2024
Cody Mann	Fintrust Capital Advisors, LLC mixed wealth	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Oct 15, 2024	Oct 1, 2024
Bryan Nicholas Grisak	Ameriprise Financial Services, LLC national BD	Wealth Enhancement Advisory Services, LLC BD affiliated	Affiliated broker-dealer or bank to another	Oct 14, 2024	Oct 18, 2024
Joseph D Shults	Ameriprise Financial Services, LLC national BD	Wealth Enhancement Advisory Services, LLC BD affiliated	Affiliated broker-dealer or bank to another	Oct 11, 2024	Nov 18, 2024 (38 d)
Philip Hamilton Brice	Fintrust Capital Advisors, LLC mixed wealth	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Oct 3, 2024	Oct 2, 2024
John Arlington Gholson	Fintrust Capital Advisors, LLC mixed wealth	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Oct 3, 2024	Oct 3, 2024
Allen Ray Gillespie	Fintrust Capital Advisors, LLC mixed wealth	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Oct 3, 2024	Oct 2, 2024
James Mercer Treadwell	Fintrust Capital Advisors, LLC mixed wealth	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Oct 3, 2024	Oct 2, 2024
Edward F Blackburn	Fintrust Capital Advisors, LLC mixed wealth	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Oct 3, 2024	Oct 2, 2024
William Michael Gordon	Fintrust Capital Advisors, LLC mixed wealth	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Oct 3, 2024	Oct 3, 2024
Lee Ryan Brinson	Fintrust Capital Advisors, LLC mixed wealth	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Oct 3, 2024	Oct 7, 2024
Paul Gordon	Fintrust Capital Advisors, LLC mixed wealth	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Oct 3, 2024	Oct 2, 2024
Elizabeth M Pusateri	Fintrust Capital Advisors, LLC mixed wealth	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Oct 3, 2024	Oct 2, 2024
David Lewis	Fintrust Capital Advisors, LLC mixed wealth	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Oct 3, 2024	Oct 2, 2024
William B. Kibler	Fintrust Capital Advisors, LLC mixed wealth	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Oct 3, 2024	Oct 2, 2024
Bethany Jane Thompson	Fintrust Capital Advisors, LLC mixed wealth	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Oct 3, 2024	Oct 2, 2024
Holland Church	Fintrust Capital Advisors, LLC mixed wealth	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Oct 3, 2024	Oct 1, 2024
William E Kibler	Fintrust Capital Advisors, LLC mixed wealth	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Oct 3, 2024	Oct 2, 2024
Spencer Cole	Fintrust Capital Advisors, LLC mixed wealth	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Oct 3, 2024	Oct 2, 2024
Madeline Huffman	Fintrust Capital Advisors, LLC mixed wealth	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Oct 3, 2024	Oct 2, 2024
Harry Stephen Popper	Fintrust Capital Advisors, LLC mixed wealth	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Oct 3, 2024	Oct 9, 2024
John Vassello	Cetera Investment Advisers LLC BD affiliated	Wealth Enhancement Advisory Services, LLC BD affiliated	Affiliated broker-dealer or bank to another	Sep 27, 2024	Jan 2, 2025 (97 d)
Julia Galioto	Kleinfelder Capital, Inc. independent RIA	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Sep 27, 2024	Oct 11, 2024
Rexford Schilgen	Levy Wealth Management Group independent RIA	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Sep 24, 2024	Sep 3, 2024
Timothy Decarolis	Levy Wealth Management Group independent RIA	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Sep 24, 2024	Sep 3, 2024
Wesley Wasserman	Levy Wealth Management Group independent RIA	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Sep 24, 2024	Sep 3, 2024
Einar Johnson	John Hancock Investment Management LLC asset manager	Wealth Enhancement Advisory Services, LLC BD affiliated	Other	Sep 17, 2024	May 11, 2026 (601 d)
Cassidy Murphy	Range Advisory, LLC independent RIA	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Aug 21, 2024	Aug 28, 2024
Jodi L Anderson	LPL Financial LLC BD affiliated	Wealth Enhancement Advisory Services, LLC BD affiliated	Affiliated broker-dealer or bank to another	Aug 20, 2024	Sep 19, 2025 (395 d)

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876 moves match.