DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Ae Wealth Management, LLC

662 moves
AdvisorFromToTypeLeftRegistered
Joseph William HopkinsGlobal Financial Private Capital, Inc. BD affiliatedAe Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 6, 2018Sep 6, 2018
Gary Joseph PreisserFreedom Investment Management, Inc. independent RIAAe Wealth Management, LLC independent RIARIA to RIASep 6, 2018Jul 6, 2018
Todd Anthony SchickPark Avenue Securities LLC BD affiliatedAe Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 5, 2018Aug 31, 2018
Landon Mcrae RandallGlobal Financial Private Capital, Inc. BD affiliatedAe Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 5, 2018Sep 6, 2018
Charisse Valerie MackenzieRegal Investment Advisors LLC BD affiliatedAe Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 31, 2018Aug 30, 2018
Robert L DodaroGlobal Financial Private Capital, Inc. BD affiliatedAe Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 31, 2018Sep 4, 2018
Bradley Derek HablutzelA & I Wealth Management independent RIAAe Wealth Management, LLC independent RIARIA to RIAAug 23, 2018Aug 23, 2018
Walter Louis BurzynskiGlobal Financial Private Capital, Inc. BD affiliatedAe Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 17, 2018Aug 17, 2018
Brett Ryan BurzynskiGlobal Financial Private Capital, Inc. BD affiliatedAe Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 17, 2018Aug 17, 2018
Trey Robert HolmanGlobal Financial Private Capital, Inc. BD affiliatedAe Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 14, 2018Aug 14, 2018
David Jonathon SearsHorter Investment Management, LLC independent RIAAe Wealth Management, LLC independent RIARIA to RIAAug 3, 2018Aug 13, 2018
Erin Lyn HollowayGlobal Financial Private Capital, Inc. BD affiliatedAe Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 1, 2018Aug 3, 2018
Jacob E HallPark Avenue Securities LLC BD affiliatedAe Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 1, 2018Jul 31, 2018
James S BoysCreative Financial Designs, Inc. BD affiliatedAe Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 31, 2018Aug 1, 2018
James Matthew FoleyQuestar Asset Management, Inc. BD affiliatedAe Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 24, 2018Sep 6, 2018 (44 d)
David Scott TuckerSgl Financial, LLC independent RIAAe Wealth Management, LLC independent RIARIA to RIAJul 20, 2018Jul 20, 2018
Dale Edward ColclasureOn Investment Management Co BD affiliatedAe Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 18, 2018Jul 13, 2018
Joshua John StoreyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAe Wealth Management, LLC independent RIAWirehouse to independent RIAJul 13, 2018Mar 30, 2020 (626 d)
Caleb K CollierGlobal Financial Private Capital, Inc. BD affiliatedAe Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 10, 2018Jul 9, 2018
Jonah Miles CollierGlobal Financial Private Capital, Inc. BD affiliatedAe Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 10, 2018Jul 9, 2018
Thomas Glenn StrickerGlobal Financial Private Capital, Inc. BD affiliatedAe Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 10, 2018Jul 9, 2018
Benjamin Scott CollierGlobal Financial Private Capital, Inc. BD affiliatedAe Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 10, 2018Jul 9, 2018
Andrew Fabian Nicolas SeyllerGlobal Financial Private Capital, Inc. BD affiliatedAe Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 5, 2018Jul 3, 2018
Scott Michael SierensGradient Advisors, LLC independent RIAAe Wealth Management, LLC independent RIARIA to RIAJul 3, 2018Jul 2, 2018
Bilal Ali AquilRegal Investment Advisors LLC BD affiliatedAe Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 28, 2018Dec 13, 2018 (168 d)
Gary Randall PreslarAspire Private Capital independent RIAAe Wealth Management, LLC independent RIARIA to RIAJun 20, 2018Jan 7, 2019 (201 d)
Brianna L CheesmondIntegrity Alliance, LLC independent RIAAe Wealth Management, LLC independent RIARIA to RIAJun 12, 2018Jul 17, 2019 (400 d)
Avery Reese MarkosIntegrity Alliance, LLC independent RIAAe Wealth Management, LLC independent RIARIA to RIAJun 12, 2018Jun 26, 2019 (379 d)
Tyler Danielle CurleyIntegrity Alliance, LLC independent RIAAe Wealth Management, LLC independent RIARIA to RIAJun 12, 2018Jul 12, 2019 (395 d)
Sean Kimball ClarkIntegrity Alliance, LLC independent RIAAe Wealth Management, LLC independent RIARIA to RIAMay 18, 2018May 17, 2018
Raymond Edwin WhitakerGlobal Financial Private Capital, Inc. BD affiliatedAe Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 7, 2018May 4, 2018
Nicklaus Edwin WhitakerGlobal Financial Private Capital, Inc. BD affiliatedAe Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 7, 2018May 4, 2018
Hilgardt Wilhelm LamprechtGlobal Financial Private Capital, Inc. BD affiliatedAe Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 4, 2018May 4, 2018
Bradley James BusbinGlobal Financial Private Capital, Inc. BD affiliatedAe Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 4, 2018May 15, 2018
Kevin Patrick GerbersRegal Investment Advisors LLC BD affiliatedAe Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 2, 2018Feb 13, 2018
Cameron Michael BernadskyHorter Investment Management, LLC independent RIAAe Wealth Management, LLC independent RIARIA to RIAApr 26, 2018May 4, 2018
Brian Carl MeythalerUsaa Investment Services Company BD affiliatedAe Wealth Management, LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 19, 2018Dec 1, 2023 (2052 d)
Mark Alan SquiresCreativeone Wealth, LLC independent RIAAe Wealth Management, LLC independent RIARIA to RIAApr 17, 2018Feb 12, 2020 (666 d)
Joseph Cain LeonardBrookstone Asset Management, LLC independent RIAAe Wealth Management, LLC independent RIARIA to RIAApr 9, 2018Apr 6, 2018
John David MillerHfg Advisors independent RIAAe Wealth Management, LLC otherOtherMar 27, 2018Aug 16, 2017
James Stephen HarperRovin Capital unclassifiedAe Wealth Management, LLC independent RIAOtherMar 26, 2018Mar 2, 2018
Steven Joseph TotoThe Retirement Group, LLC otherAe Wealth Management, LLC independent RIAOtherMar 23, 2018Feb 22, 2018
Paul Edward MannTetrant Financial state registeredAe Wealth Management, LLC independent RIAOtherMar 23, 2018Apr 25, 2018 (33 d)
Travis Masaichi TazawaClaraphi Advisory Network, LLC otherAe Wealth Management, LLC independent RIAOtherMar 22, 2018Mar 22, 2018
Jeffrey Henry MasseyGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC independent RIAOtherMar 6, 2018Mar 7, 2018
Abigail Spicer McdonnellGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC independent RIAOtherMar 6, 2018Mar 7, 2018
Justin C JenkinsRegal Investment Advisors LLC otherAe Wealth Management, LLC independent RIAOtherFeb 13, 2018Feb 13, 2018
Timothy TubbsAmeriprise Financial Services, LLC national BDAe Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 8, 2018Jun 25, 2018 (137 d)
Dennis Eugene KagelHorter Investment Management, LLC otherAe Wealth Management, LLC BD affiliatedOtherFeb 7, 2018Jan 20, 2023 (1808 d)
Derek Quinn OverstreetGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC independent RIAOtherJan 10, 2018Jan 10, 2018
Christopher Blake RadfordSmart Money Group, LLC otherAe Wealth Management, LLC independent RIAOtherJan 4, 2018Mar 15, 2018 (70 d)
Michael I HepnerGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC independent RIAOtherJan 2, 2018Jan 8, 2018
Jeffrey Marshall WadsworthGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC independent RIAOtherDec 31, 2017Dec 7, 2017
Joseph Francis MacmunnMacmunn Financial Management unclassifiedAe Wealth Management, LLC independent RIAOtherDec 31, 2017Mar 28, 2018 (87 d)
Ginger Marie OttesenGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC independent RIAOtherDec 4, 2017Dec 4, 2017
David Albert DomenickStonex Advisors Inc. otherAe Wealth Management, LLC independent RIAOtherNov 20, 2017Nov 21, 2017
Sheila SnowdonGlobal Financial Private Capital, Inc. otherAe Wealth Management, LLC independent RIAOtherNov 20, 2017Jul 22, 2020 (975 d)
Paul August BuckleHorter Investment Management, LLC otherAe Wealth Management, LLC independent RIAOtherNov 17, 2017Sep 15, 2020 (1033 d)
Jason Mark WeckelBrookstone Capital Management LLC otherAe Wealth Management, LLC independent RIAOtherNov 16, 2017Nov 15, 2017
Robert Eli AllamonBrookstone Capital Management LLC otherAe Wealth Management, LLC independent RIAOtherNov 16, 2017Nov 15, 2017
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