DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Portfolio Strategies Inc
A 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| John Deforrest Williamson | Portfolio Strategies Inc independent RIA | Focus Investments Nw, Inc. unclassified | Other | Jan 18, 2023 | Mar 21, 2006 |
| Andrew David Mirkovich | Portfolio Strategies Inc other | Purcell Advisory Services, LLC other | Other | Mar 25, 2010 | May 30, 2003 |
| Jeffrey John Cathersal | Portfolio Strategies Inc other | Kms Financial Services, Inc other | Other | Mar 25, 2010 | Apr 1, 2008 |
| Michael Dean Taylor | Portfolio Strategies Inc other | Tlg Advisors, Inc. other | Other | Mar 19, 2008 | Sep 3, 2009 (533 d) |
| Jeffery Ronald Van Ry | Portfolio Strategies Inc other | Empower Advisory Group, LLC institutional | Other | Nov 6, 2007 | Dec 18, 2018 (4060 d) |
| Jeffrey Gordon Kluve | Portfolio Strategies Inc other | Columbia Management Investment Advisers, LLC other | Other | Feb 23, 2007 | Jun 25, 2009 (853 d) |
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6 moves match.