Advisor moves

Arrivals at Wealth Enhancement Advisory Services, LLC

876 moves
AdvisorFromToTypeLeftRegistered
Dennis Ricardo HuergoAltfest Personal Wealth Management independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAApr 15, 2024Mar 14, 2024
Terry William KerberLPL Financial LLC BD affiliatedWealth Enhancement Advisory Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 11, 2024Nov 1, 2023
Conrad Lee KerberLPL Financial LLC BD affiliatedWealth Enhancement Advisory Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 11, 2024Nov 2, 2023
Valencia Brown JonesErnst & Young Investment Advisers Llp no RAUMWealth Enhancement Advisory Services, LLC BD affiliatedOtherApr 10, 2024Sep 3, 2025 (511 d)
Colin Lee RoeslerJ.P. Morgan Securities LLC wirehouseWealth Enhancement Advisory Services, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankApr 6, 2024Jul 22, 2025 (472 d)
Philip Jeffrey CapellPiermont Wealth Management Inc. independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAApr 5, 2024Apr 1, 2024
John Reed MickelsonCrown Capital Securities, L.P. BD affiliatedWealth Enhancement Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 12, 2024Jan 6, 2026 (665 d)
James Patrick JenkinsCrown Capital Securities, L.P. BD affiliatedWealth Enhancement Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 12, 2024Jan 2, 2026 (661 d)
Adam Noel StewartMorgan Stanley wirehouseWealth Enhancement Advisory Services, LLC independent RIAWirehouse to independent RIAFeb 27, 2024Feb 20, 2024
Kristina L ChristensonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWealth Enhancement Advisory Services, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankFeb 23, 2024Aug 18, 2025 (542 d)
Levi Ryan BroersmaLPL Financial LLC BD affiliatedWealth Enhancement Advisory Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 23, 2024Feb 15, 2024
Aisling Marie-Patricia Carroll-TransomMariner BD affiliatedWealth Enhancement Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 22, 2024Sep 30, 2024 (221 d)
Robert PapierniakLPL Financial LLC BD affiliatedWealth Enhancement Advisory Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 12, 2024Feb 21, 2024
Brian Richard KernsEmpower Advisory Group, LLC BD affiliatedWealth Enhancement Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 29, 2024Feb 6, 2025 (374 d)
Eugene ChoiDunham independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJan 18, 2024Jan 19, 2024
Steven Glenn McdonoughAvantax Planning Partners, Inc. BD affiliatedWealth Enhancement Advisory Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 17, 2024Jan 19, 2024
Susan Rene BufordCharles Schwab & Co., Inc. national BDWealth Enhancement Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 10, 2024Jul 24, 2024 (196 d)
Elizabeth Smith WilkinsLandmark Financial Advisors, LLC independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJan 10, 2024Jan 3, 2024
William H BordersLandmark Financial Advisors, LLC independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJan 10, 2024Jan 10, 2024
Lewis Brent MasonLandmark Financial Advisors, LLC independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJan 10, 2024Jan 3, 2024
Casey TiniusLandmark Financial Advisors, LLC independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJan 10, 2024Jan 3, 2024
Rudy Waterfield EdelenLandmark Financial Advisors, LLC independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJan 10, 2024Jan 3, 2024
Chanley Mccall LindseyLandmark Financial Advisors, LLC independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJan 10, 2024Jan 3, 2024
Jchristopher BoydAsset Management Resources, LLC independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJan 9, 2024Jan 9, 2024
Scott Andrew BirminghamAsset Management Resources, LLC independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJan 9, 2024Jan 4, 2024
Kristen Cavaliere BoydAsset Management Resources, LLC independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJan 9, 2024Jan 9, 2024
Brian ReganAsset Management Resources, LLC independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJan 9, 2024Jan 9, 2024
Shawn Michael ScottWealthquest Corporation independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJan 4, 2024Jan 2, 2024
David Allen SmithTruist Advisory Services, Inc. BD affiliatedWealth Enhancement Advisory Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 15, 2023Jan 26, 2024 (42 d)
Adam Michael MarkWealth Management Group independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIADec 11, 2023Nov 16, 2023
Eric SchmidtWealth Management Group independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIADec 11, 2023Nov 16, 2023
Derek DonnarummaWealth Management Group independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIADec 11, 2023Nov 16, 2023
Sean BergerAdirondack Retirement Specialists independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIADec 8, 2023Nov 16, 2023
Jonathan Daniel DaniseAdirondack Retirement Specialists independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIADec 8, 2023Nov 16, 2023
Michael RoushEquitable Advisors, LLC national BDWealth Enhancement Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 30, 2023Jun 5, 2025 (553 d)
Christopher HylenHoward Bailey Securities, LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 21, 2023Jun 13, 2025 (570 d)
James HuntWells Fargo Advisors wirehouseWealth Enhancement Advisory Services, LLC independent RIAWirehouse to independent RIANov 13, 2023Nov 30, 2023
Katelynn WeberUnited Capital Financial Advisors independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIANov 9, 2023Dec 1, 2023
Jason SkolnikAmeriprise Financial Services, LLC national BDWealth Enhancement Advisory Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 25, 2023May 13, 2024 (201 d)
Stacy Ann WellsTrb Wealth Management, LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 18, 2023Jul 21, 2025 (642 d)
Todd William McfarlandEmpower Advisory Group, LLC BD affiliatedWealth Enhancement Advisory Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 16, 2023Jul 11, 2023
Joseph Anthony LomeoEmpower Advisory Group, LLC BD affiliatedWealth Enhancement Advisory Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 16, 2023Oct 4, 2023
Jeffrey R SchulteFirst Capital Advisors Group, LLC independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAOct 13, 2023Sep 1, 2023
James Dwight HilesFirst Capital Advisors Group, LLC independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAOct 13, 2023Sep 11, 2023
James DeeFirst Capital Advisors Group, LLC independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAOct 13, 2023Sep 1, 2023
Stephen W HodgettsFirst Capital Advisors Group, LLC independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAOct 13, 2023Sep 1, 2023
Jacob Andrew PeroceschiCharles Schwab & Co., Inc. national BDWealth Enhancement Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 5, 2023Nov 6, 2024 (398 d)
Eric Samuel WilsonAdvisory Services Network independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAOct 4, 2023Oct 4, 2023
Laura A GilmanKcs Wealth Advisory independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAOct 3, 2023Oct 2, 2023
Kenneth Brian WaltzerKcs Wealth Advisory independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAOct 3, 2023Oct 2, 2023
Eric David DuncanJ. W. Cole Advisors, Inc. BD affiliatedWealth Enhancement Advisory Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 3, 2023Nov 2, 2023
Colleen NesslarRaymond James Financial Services Advisors, Inc BD affiliatedWealth Enhancement Advisory Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 20, 2023Sep 29, 2023
Alexander Chadsey GaultHightower Advisors, LLC BD affiliatedWealth Enhancement Advisory Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 12, 2023Oct 4, 2023
Hector I LunaFidelity Personal And Workplace Advisors BD affiliatedWealth Enhancement Advisory Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 1, 2023Aug 31, 2023
Daniel Thomas StampfEmpower Advisory Group, LLC BD affiliatedWealth Enhancement Advisory Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 31, 2023Oct 2, 2023 (32 d)
Neal RubinRBC Rochdale, LLC BD affiliatedWealth Enhancement Advisory Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 28, 2023Aug 1, 2023
John Anthony GeraghtyRBC Rochdale, LLC BD affiliatedWealth Enhancement Advisory Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 28, 2023Aug 1, 2023
Jill SchmiedingUBS Financial Services Inc. wirehouseWealth Enhancement Advisory Services, LLC independent RIAWirehouse to independent RIAAug 23, 2023Apr 24, 2024 (245 d)
Benjamin DaggettWells Fargo Advisors wirehouseWealth Enhancement Advisory Services, LLC independent RIAWirehouse to independent RIAAug 15, 2023Aug 29, 2023
Noelle C KacerekChicory Wealth independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAAug 11, 2023Jan 22, 2024 (164 d)
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