DFX Intelligence
Advisor moves
Arrivals at Wealth Enhancement Advisory Services, LLCWhat a move isA 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.
876 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Daniel Criscuolo | Raymond James Financial Services Advisors, Inc BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2022 | Jan 3, 2023 |
| Kenneth Lajuane Williams | Pruco Securities, LLC BD affiliated | Wealth Enhancement Advisory Services, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 16, 2022 | May 23, 2023 (158 d) |
| Theodore Stanley Jablonski | Btr Capital Management Inc independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 6, 2022 | Nov 16, 2022 |
| John Stratton | Btr Capital Management Inc independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 6, 2022 | Nov 16, 2022 |
| Jonathan William Butler | Btr Capital Management Inc independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 6, 2022 | Nov 16, 2022 |
| Mark Patrick Fredenburg | Btr Capital Management Inc independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 6, 2022 | Nov 16, 2022 |
| Elijah James Cooksey | RBC Capital Markets, LLC national BD | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 29, 2022 | Dec 6, 2022 |
| Joshua Adam Zoldan | Mutual Of Omaha Investor Services, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 21, 2022 | Nov 18, 2022 |
| Michael Bohmer | Bohmer Kilcoyne Wealth Management, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 1, 2022 | Oct 4, 2022 |
| John Michael Kilcoyne | Bohmer Kilcoyne Wealth Management, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 1, 2022 | Oct 4, 2022 |
| Mary Kathryn Herrington | Bohmer Kilcoyne Wealth Management, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 1, 2022 | Oct 4, 2022 |
| Scott Householder | LPL Financial LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 28, 2022 | Jan 8, 2026 (1168 d) |
| Perry Frank Curasco | Raymond James Financial Services Advisors, Inc BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 13, 2022 | Oct 25, 2022 |
| Julie Ann Donahue | Raymond James Financial Services Advisors, Inc BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 13, 2022 | Oct 18, 2022 |
| Chad Brian Humphrey | Raymond James Financial Services Advisors, Inc BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 13, 2022 | Oct 3, 2022 |
| Austin Budnack | Raymond James Financial Services Advisors, Inc BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 13, 2022 | Oct 24, 2022 |
| Michael Scroggins | Raymond James Financial Services Advisors, Inc BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 10, 2022 | Oct 3, 2022 |
| Lewis Edward King | Raymond James Financial Services Advisors, Inc BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 10, 2022 | Oct 25, 2022 |
| Bryan Sadoff | Sadoff Investment Management LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 7, 2022 | Oct 3, 2022 |
| Ronald Sadoff | Sadoff Investment Management LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 7, 2022 | Oct 3, 2022 |
| Michael Allen Sadoff | Sadoff Investment Management LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 7, 2022 | Oct 3, 2022 |
| Ezekiel Waisel | Shp Wealth Management, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 30, 2022 | Oct 18, 2022 |
| Edward F Silbert | Pinnacle Private Wealth, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 22, 2022 | Sep 22, 2022 |
| Daniel Jay Cotton | Pinnacle Private Wealth, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 22, 2022 | Sep 22, 2022 |
| Samuel Mcmanus Kiefer | Pinnacle Private Wealth, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 22, 2022 | Sep 19, 2022 |
| Joseph Siciliano | Pinnacle Private Wealth, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 22, 2022 | Sep 27, 2022 |
| Myles Dudley | Pinnacle Private Wealth, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 22, 2022 | Jan 5, 2026 (1201 d) |
| Brian Dudley | Pinnacle Private Wealth, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 22, 2022 | Sep 22, 2022 |
| Alice Mobbs Mcelhinney | Pinnacle Private Wealth, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 22, 2022 | Sep 22, 2022 |
| Jordan Brown | Mutual Of Omaha Investor Services, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 14, 2022 | Nov 4, 2022 (51 d) |
| Jonah Matthew Coleman | Ameriprise Financial Services, LLC national BD | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 12, 2022 | Sep 28, 2022 |
| Jesse Hughes | Edward Jones national BD | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 12, 2022 | Sep 15, 2022 |
| M. Scot Lance | Titus Wealth Management independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 1, 2022 | Aug 3, 2022 |
| Derek Green | Titus Wealth Management independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 1, 2022 | Aug 4, 2022 |
| David Lee Else | Titus Wealth Management independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 1, 2022 | Aug 3, 2022 |
| Austin Krewson | Titus Wealth Management independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 1, 2022 | Aug 4, 2022 |
| Christopher Roger | Bayntree Wealth Advisors, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 23, 2022 | Sep 28, 2022 (36 d) |
| Teresa Lockbaum | Thrivent Advisor Network, LLC BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 15, 2022 | Jan 2, 2023 (140 d) |
| Daniel Frederickson | Woodbury Financial Services, Inc. BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 10, 2022 | Aug 23, 2022 |
| Brandon M Ohara | Advisornet Wealth Partners independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 9, 2022 | Oct 7, 2022 (59 d) |
| Timothy Hawkins | Hawkins Wealth Management independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 27, 2022 | Jul 1, 2022 |
| Christopher John Harris | Hawkins Wealth Management independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 27, 2022 | Jul 1, 2022 |
| Aaron Robertson | Hawkins Wealth Management independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 27, 2022 | Jul 1, 2022 |
| Angela Sue Zimmerman | Hawkins Wealth Management independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 27, 2022 | Jul 1, 2022 |
| Brent Robert Hawkins | Hawkins Wealth Management independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 27, 2022 | Jul 1, 2022 |
| Angela Michelle Rummel | Hawkins Wealth Management independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 27, 2022 | Jul 1, 2022 |
| Timothy Insko | Hawkins Wealth Management independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 27, 2022 | Jul 25, 2022 |
| Jonathan Henderson | J.P. Morgan Securities LLC wirehouse | Wealth Enhancement Advisory Services, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 20, 2022 | Aug 10, 2022 |
| Gary Watts | Monvia Financial L.P. state registered | Wealth Enhancement Advisory Services, LLC BD affiliated | Other | Jul 19, 2022 | Jul 27, 2022 |
| Matthew Erbentraut | Equius Partners, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC independent RIA | RIA to RIA | Jul 15, 2022 | Nov 14, 2023 (487 d) |
| Ryan David Sewell | E*Trade Capital Management, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 28, 2022 | Nov 29, 2022 (154 d) |
| Kelly Farwell Crane | Napa Valley Wealth Management independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 17, 2022 | Apr 4, 2022 |
| Robert Mauer | Napa Valley Wealth Management independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 17, 2022 | Apr 4, 2022 |
| Corey Han Liu | RBC Rochdale, LLC BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 13, 2022 | Jun 27, 2022 |
| Dustin Jay Zuck | Fsc Securities Corporation BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 9, 2022 | Jun 23, 2022 |
| John A Marshall | Kings Point Capital Management LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 3, 2022 | Jun 1, 2022 |
| Kenneth Lynn | Kings Point Capital Management LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 3, 2022 | Jun 1, 2022 |
| Jason Douglas Beaird | Kings Point Capital Management LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 3, 2022 | Jun 1, 2022 |
| Andres Fernandez-Salvador | Kings Point Capital Management LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 3, 2022 | Jun 1, 2022 |
| Alexander Joseph Moore | Aegis Wealth Management, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 23, 2022 | Jul 27, 2022 (65 d) |