Advisor moves

Arrivals at Wealth Enhancement Advisory Services, LLC

876 moves
AdvisorFromToTypeLeftRegistered
Michael AllenPrime Capital Financial mixed wealthWealth Enhancement Advisory Services, LLC independent RIARIA to RIAAug 3, 2023Jul 2, 2024 (334 d)
Raul Dfener Nazario GonzalesJ.P. Morgan Private Wealth Advisors LLC BD affiliatedWealth Enhancement Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 31, 2023Aug 14, 2024 (380 d)
Mary H MillitzerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWealth Enhancement Advisory Services, LLC independent RIAWirehouse to independent RIAJul 18, 2023Sep 11, 2023 (55 d)
William Michael BrinkleyFirst Citizens Investor Services, Inc. BD affiliatedWealth Enhancement Advisory Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 12, 2023Jul 24, 2023
Robert Anthony RyanRyan Financial Inc. independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJul 10, 2023Jul 5, 2023
Erik AndersonRyan Financial Inc. independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJul 10, 2023Jul 5, 2023
Michelle Erin BrownsteinEmpower Advisory Group, LLC BD affiliatedWealth Enhancement Advisory Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 9, 2023Jul 7, 2023
Carol Ann BoweTransamerica Retirement Advisors, LLC BD affiliatedWealth Enhancement Advisory Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 30, 2023Jul 7, 2023
Zachary Cuyler GreenMorgan Stanley wirehouseWealth Enhancement Advisory Services, LLC independent RIAWirehouse to independent RIAJun 23, 2023Jun 22, 2023
Matthew BaityPnc Wealth Management BD affiliatedWealth Enhancement Advisory Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 22, 2023Jun 15, 2023
Stacy A JohnsonRaymond James Financial Services Advisors, Inc BD affiliatedWealth Enhancement Advisory Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 20, 2023Jun 23, 2023
Jennifer TseWealthstream Advisors, Inc. independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJun 20, 2023Nov 21, 2023 (154 d)
Luther John HagenGateway Wealth Partners, LLC independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJun 15, 2023Jun 1, 2023
James PhelpsMoran Wealth Management, LLC independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJun 9, 2023Jul 5, 2023
Aaron PearceCommonwealth Financial Network national BDWealth Enhancement Advisory Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 6, 2023Sep 18, 2023 (104 d)
Brittani Lynn DilliardAlly Invest Advisors independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJun 6, 2023Jun 20, 2023
Grant F LindamanNew Era Financial Advisors, Inc. independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAMay 31, 2023May 4, 2023
Craig Christopher MeuerNew Era Financial Advisors, Inc. independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAMay 31, 2023May 17, 2023
Eugene Thomas LarkinNew Era Financial Advisors, Inc. independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAMay 31, 2023May 17, 2023
Karen Elizabeth RoehrichNew Era Financial Advisors, Inc. independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAMay 31, 2023May 1, 2023
Amy CampbellCetera Investment Advisers LLC BD affiliatedWealth Enhancement Advisory Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 31, 2023Jun 14, 2023
Adam ElliottNew Era Financial Advisors, Inc. independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAMay 31, 2023May 1, 2023
Paul John HeacockHeacock & Jones Financial Services, Inc. independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAMay 30, 2023May 1, 2023
Sharon Kathleen KluesnerHeacock & Jones Financial Services, Inc. independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAMay 30, 2023May 1, 2023
Zachary Alexander ArmentaJohn Hancock Investment Management LLC asset managerWealth Enhancement Advisory Services, LLC BD affiliatedOtherMay 9, 2023Jan 8, 2026 (975 d)
Robert BrooksPremier Asset Management LLC no RAUMWealth Enhancement Advisory Services, LLC independent RIAOtherMay 8, 2023Jun 14, 2023 (37 d)
Brian M WilliamsonLPL Financial LLC BD affiliatedWealth Enhancement Advisory Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 3, 2023Apr 13, 2023
Shad KetcherJ. W. Cole Advisors, Inc. BD affiliatedWealth Enhancement Advisory Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 2, 2023May 17, 2023
Cole Brian BabcockJ. W. Cole Advisors, Inc. BD affiliatedWealth Enhancement Advisory Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 2, 2023May 1, 2023
Jason ZahorenkoEquius Partners, Inc. independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAApr 28, 2023Apr 3, 2023
Alexander GanglEquius Partners, Inc. independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAApr 28, 2023Apr 3, 2023
Thomas Jeffrey TroutnerEquius Partners, Inc. independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAApr 28, 2023Apr 3, 2023
David WoottonEquius Partners, Inc. independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAApr 28, 2023Apr 3, 2023
Lachlan Mor MacleanEquius Partners, Inc. independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAApr 28, 2023Apr 3, 2023
Lawrence Ira ProzanProzan Financial Services independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAApr 27, 2023Apr 3, 2023
Mark Patrick O'NeillAmeriprise Financial Services, LLC national BDWealth Enhancement Advisory Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 24, 2023Apr 25, 2023
Mark BurnsU.S. Bancorp Investments, Inc. BD affiliatedWealth Enhancement Advisory Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 20, 2023Apr 24, 2023
Paul HolmanJ.P. Morgan Private Wealth Advisors LLC BD affiliatedWealth Enhancement Advisory Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 10, 2023Jul 20, 2023 (101 d)
Brandon Reid MatherDunham independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAApr 6, 2023Apr 6, 2023
Robert Alexander LeggettWealthshield LLC no RAUMWealth Enhancement Advisory Services, LLC BD affiliatedOtherMar 31, 2023Jul 1, 2026 (1188 d)
Todd YoungdahlWashington Wealth Advisors, LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 10, 2023Feb 16, 2023
Maura Campion SchaussWashington Wealth Advisors, LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 10, 2023Feb 22, 2023
Robert SchneiderWashington Wealth Advisors, LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 10, 2023Feb 16, 2023
Kevin OleszewskiCwm, LLC BD affiliatedWealth Enhancement Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 9, 2023Mar 14, 2023
John Ronald KahleCelebrate Financial Planning unclassifiedWealth Enhancement Advisory Services, LLC BD affiliatedOtherMar 6, 2023Mar 21, 2023
Shelley Ann AustinQuarry Hill Advisors independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 2, 2023Mar 14, 2023
Robert Anthony HardestyThe Burney Company independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 28, 2023Mar 2, 2023
Tamar MogilskiRaymond James Financial Services Advisors, Inc BD affiliatedWealth Enhancement Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 7, 2023Feb 2, 2023
Samuel ZitoRaymond James Financial Services Advisors, Inc BD affiliatedWealth Enhancement Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 7, 2023Feb 1, 2023
Brian BedfordRaymond James Financial Services Advisors, Inc BD affiliatedWealth Enhancement Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 2, 2023Feb 2, 2023
Zachary BabineauLPL Financial LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 31, 2023Jan 31, 2023
Alan YangTransglobal Advisory, LLC independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJan 4, 2023Apr 1, 2024 (453 d)
Jason WattersCreative Planning independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 3, 2023Aug 12, 2026 (1317 d)
John Bernard BurkeRaymond James Financial Services Advisors, Inc BD affiliatedWealth Enhancement Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 31, 2022Jan 4, 2023
Judith Nobue HirotakaGinsburg Financial Advisors independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2022Dec 7, 2022
John Andrew BellamyGinsburg Financial Advisors independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2022Dec 7, 2022
Christopher Michael TrainorRaymond James Financial Services Advisors, Inc BD affiliatedWealth Enhancement Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 31, 2022Jan 3, 2023
Emma Willemarijn MuellerPark Capital Management, LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2022Feb 7, 2023 (38 d)
Steven Anthony CriscuoloRaymond James Financial Services Advisors, Inc BD affiliatedWealth Enhancement Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 31, 2022Jan 3, 2023
Larry Philip GinsburgGinsburg Financial Advisors independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2022Dec 6, 2022
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