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 Overton	Empower Advisory Group, LLC BD affiliated	Wealth Enhancement Advisory Services, LLC BD affiliated	Affiliated broker-dealer or bank to another	Aug 15, 2024	Sep 13, 2024
Jennifer Diane Bishop Krueger	Destiny Capital Corporation independent RIA	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Aug 9, 2024	Dec 13, 2024 (126 d)
Andrew M Galler	John Hancock Investment Management LLC asset manager	Wealth Enhancement Advisory Services, LLC BD affiliated	Other	Aug 2, 2024	Aug 13, 2024
Kevin Smith	Vanguard Advisers, Inc. BD affiliated	Wealth Enhancement Advisory Services, LLC BD affiliated	Affiliated broker-dealer or bank to another	Aug 1, 2024	Jul 10, 2024
Amy Crookshank	Hornor, Townsend & Kent, LLC BD affiliated	Wealth Enhancement Advisory Services, LLC BD affiliated	Affiliated broker-dealer or bank to another	Jul 31, 2024	Aug 27, 2024
Brandy Savage	Summitry, LLC independent RIA	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Jul 30, 2024	Jan 5, 2026 (524 d)
James Walter Bassett	Altfest Personal Wealth Management independent RIA	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Jul 23, 2024	Mar 31, 2025 (251 d)
Elizabeth Kaselnak	RBC Capital Markets, LLC national BD	Wealth Enhancement Advisory Services, LLC BD affiliated	Affiliated broker-dealer or bank to another	Jul 17, 2024	Jul 18, 2024
Juan Diego Martinez	The Financial Advisory Group, LLC independent RIA	Wealth Enhancement Advisory Services, LLC independent RIA	RIA to RIA	Jul 12, 2024	Jun 3, 2024
Robert Paul Aamodt	Rock House Financial independent RIA	Wealth Enhancement Advisory Services, LLC independent RIA	RIA to RIA	Jul 3, 2024	Jul 1, 2024
Chad Cook	Advice And Planning Services BD affiliated	Wealth Enhancement Advisory Services, LLC BD affiliated	Affiliated broker-dealer or bank to another	Jul 3, 2024	Mar 4, 2025 (244 d)
Nicole Louise Roberts	Rock House Financial independent RIA	Wealth Enhancement Advisory Services, LLC independent RIA	RIA to RIA	Jul 3, 2024	Jul 1, 2024
Susan Mackenzie Arnett	Choreo, LLC independent RIA	Wealth Enhancement Advisory Services, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Jul 3, 2024	Jul 30, 2024
Zachary Pratt Nelson	Rock House Financial independent RIA	Wealth Enhancement Advisory Services, LLC independent RIA	RIA to RIA	Jul 3, 2024	Jul 1, 2024
Rhett J Sorensen	Rock House Financial independent RIA	Wealth Enhancement Advisory Services, LLC independent RIA	RIA to RIA	Jul 3, 2024	Jul 1, 2024
Antonio Luis Montes De Oca	Rock House Financial independent RIA	Wealth Enhancement Advisory Services, LLC independent RIA	RIA to RIA	Jul 3, 2024	Jul 1, 2024
Max Hyrum Hanks	Rock House Financial independent RIA	Wealth Enhancement Advisory Services, LLC independent RIA	RIA to RIA	Jul 3, 2024	Jul 1, 2024
Jose Eleazar Palafox	Starfox Financial Services, LLC independent RIA	Wealth Enhancement Advisory Services, LLC independent RIA	RIA to RIA	Jul 1, 2024	Jun 17, 2024
Scott Ashley Rucki	Cetera Investment Advisers LLC BD affiliated	Wealth Enhancement Advisory Services, LLC BD affiliated	Affiliated broker-dealer or bank to another	Jul 1, 2024	Aug 12, 2024 (42 d)
William Gerald Friebel	Starfox Financial Services, LLC independent RIA	Wealth Enhancement Advisory Services, LLC independent RIA	RIA to RIA	Jul 1, 2024	Jun 26, 2024
Jake Kuharich	Starfox Financial Services, LLC independent RIA	Wealth Enhancement Advisory Services, LLC independent RIA	RIA to RIA	Jul 1, 2024	Jun 17, 2024
Daniel Thomas Goodman	Sierra Pacific Private Wealth, LLC independent RIA	Wealth Enhancement Advisory Services, LLC independent RIA	RIA to RIA	Jun 24, 2024	May 28, 2024
Darryl Arthur Nelson	The Financial Advisory Group, LLC independent RIA	Wealth Enhancement Advisory Services, LLC independent RIA	RIA to RIA	Jun 21, 2024	Jun 10, 2024
Richard Joseph Alphonso	The Financial Advisory Group, LLC independent RIA	Wealth Enhancement Advisory Services, LLC independent RIA	RIA to RIA	Jun 21, 2024	Jun 3, 2024
Lynnette Diane Okwuonu	The Financial Advisory Group, LLC independent RIA	Wealth Enhancement Advisory Services, LLC independent RIA	RIA to RIA	Jun 21, 2024	Jun 3, 2024
Nathan Lynn Bowen	The Financial Advisory Group, LLC independent RIA	Wealth Enhancement Advisory Services, LLC independent RIA	RIA to RIA	Jun 21, 2024	Jun 3, 2024
Steven Joseph Rife	The Financial Advisory Group, LLC independent RIA	Wealth Enhancement Advisory Services, LLC independent RIA	RIA to RIA	Jun 21, 2024	Jun 3, 2024
Thomas Sartor	The Financial Advisory Group, LLC independent RIA	Wealth Enhancement Advisory Services, LLC independent RIA	RIA to RIA	Jun 21, 2024	Jun 3, 2024
Steven Arnold Estrin	The Financial Advisory Group, LLC independent RIA	Wealth Enhancement Advisory Services, LLC independent RIA	RIA to RIA	Jun 21, 2024	Jun 3, 2024
Rachel Lauren Romero	The Financial Advisory Group, LLC independent RIA	Wealth Enhancement Advisory Services, LLC independent RIA	RIA to RIA	Jun 21, 2024	Jun 3, 2024
Christopher Todd Puckett	The Financial Advisory Group, LLC independent RIA	Wealth Enhancement Advisory Services, LLC independent RIA	RIA to RIA	Jun 21, 2024	Jun 3, 2024
John Croy	The Financial Advisory Group, LLC independent RIA	Wealth Enhancement Advisory Services, LLC independent RIA	RIA to RIA	Jun 21, 2024	Jun 3, 2024
Stephen Charles Craffen	Atlas Fiduciary Financial, LLC independent RIA	Wealth Enhancement Advisory Services, LLC independent RIA	RIA to RIA	Jun 18, 2024	Jun 17, 2024
Laura Mattia	Atlas Fiduciary Financial, LLC independent RIA	Wealth Enhancement Advisory Services, LLC independent RIA	RIA to RIA	Jun 18, 2024	Jun 21, 2024
Gregory Giardino	Atlas Fiduciary Financial, LLC independent RIA	Wealth Enhancement Advisory Services, LLC independent RIA	RIA to RIA	Jun 18, 2024	Jun 20, 2024
Alison Aileen Hall	Atlas Fiduciary Financial, LLC independent RIA	Wealth Enhancement Advisory Services, LLC independent RIA	RIA to RIA	Jun 18, 2024	Jun 21, 2024
Ethan Weisenberg	The Retirement Group, LLC independent RIA	Wealth Enhancement Advisory Services, LLC independent RIA	RIA to RIA	Jun 13, 2024	May 1, 2024
Michael Corgiat	The Retirement Group, LLC independent RIA	Wealth Enhancement Advisory Services, LLC independent RIA	RIA to RIA	Jun 7, 2024	May 3, 2024
Bill Edgar Henry	The Retirement Group, LLC independent RIA	Wealth Enhancement Advisory Services, LLC independent RIA	RIA to RIA	Jun 7, 2024	May 7, 2024
Brent Curtis Wolf	The Retirement Group, LLC independent RIA	Wealth Enhancement Advisory Services, LLC independent RIA	RIA to RIA	Jun 7, 2024	May 2, 2024
Patrick Ray	The Retirement Group, LLC independent RIA	Wealth Enhancement Advisory Services, LLC independent RIA	RIA to RIA	Jun 7, 2024	May 2, 2024
Gregory Joseph Rolfes	The Retirement Group, LLC independent RIA	Wealth Enhancement Advisory Services, LLC independent RIA	RIA to RIA	Jun 7, 2024	May 1, 2024
Jenna Lynn Blevins	The Retirement Group, LLC independent RIA	Wealth Enhancement Advisory Services, LLC independent RIA	RIA to RIA	Jun 7, 2024	May 1, 2024
Paul Bergeron	The Retirement Group, LLC independent RIA	Wealth Enhancement Advisory Services, LLC independent RIA	RIA to RIA	Jun 7, 2024	May 15, 2024
Neva Bradley	The Retirement Group, LLC independent RIA	Wealth Enhancement Advisory Services, LLC independent RIA	RIA to RIA	Jun 7, 2024	May 2, 2024
Carlos Manuel Hernandez	The Retirement Group, LLC independent RIA	Wealth Enhancement Advisory Services, LLC independent RIA	RIA to RIA	Jun 7, 2024	May 2, 2024
Michael Gavin	Raymond James Financial Services Advisors, Inc BD affiliated	Wealth Enhancement Advisory Services, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Jun 5, 2024	Jun 3, 2024
Leanne Nicole Kovach	Raymond James Financial Services Advisors, Inc BD affiliated	Wealth Enhancement Advisory Services, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Jun 5, 2024	Jun 3, 2024
Kathleen Woods	Raymond James Financial Services Advisors, Inc BD affiliated	Wealth Enhancement Advisory Services, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Jun 4, 2024	Jun 13, 2024
Nora Kay Strait	Raymond James Financial Services Advisors, Inc BD affiliated	Wealth Enhancement Advisory Services, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Jun 3, 2024	Jun 12, 2024
Kevin Landis	The Retirement Group, LLC independent RIA	Wealth Enhancement Advisory Services, LLC independent RIA	RIA to RIA	May 31, 2024	May 2, 2024
Wesley Boudreaux	The Retirement Group, LLC independent RIA	Wealth Enhancement Advisory Services, LLC independent RIA	RIA to RIA	May 31, 2024	May 2, 2024
Tyson Mavar	The Retirement Group, LLC independent RIA	Wealth Enhancement Advisory Services, LLC independent RIA	RIA to RIA	May 31, 2024	May 2, 2024
Jason Whong	J.P. Morgan Securities LLC wirehouse	Wealth Enhancement Advisory Services, LLC independent RIA	Wirehouse to independent RIA	May 17, 2024	May 23, 2024
Alyssa Zuck	Northwestern Mutual Investment Services,LLC no RAUM	Wealth Enhancement Advisory Services, LLC independent RIA	Other	May 15, 2024	May 16, 2024
Steven Gerald Eaton	First Command Advisory Services BD affiliated	Wealth Enhancement Advisory Services, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	May 13, 2024	Jun 6, 2024
Andrew Steven Fentress	Raymond James Financial Services Advisors, Inc BD affiliated	Wealth Enhancement Advisory Services, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	May 1, 2024	May 1, 2024
Adam Tobin	Raymond James Financial Services Advisors, Inc BD affiliated	Wealth Enhancement Advisory Services, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	May 1, 2024	May 1, 2024
Christopher Snyder	LPL Financial LLC BD affiliated	Wealth Enhancement Advisory Services, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Apr 19, 2024	Jun 26, 2024 (68 d)
Terence Tachang	UBS Financial Services Inc. wirehouse	Wealth Enhancement Advisory Services, LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Apr 19, 2024	Aug 15, 2025 (483 d)

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876 moves match.