DFX Intelligence
Advisor moves
Departures from Borthwick Associates, Inc.What 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.
2 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Thomas Robert Flaig | Borthwick Associates, Inc. other | Chicago Partners Investment Group LLC independent RIA | Other | Jan 6, 2025 | Nov 15, 2024 |
| Meg Ellen Davidson | Borthwick Associates, Inc. other | Chicago Partners Investment Group LLC independent RIA | Other | Dec 31, 2024 | Nov 15, 2024 |
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