DFX Intelligence
Advisor moves
Departures from Bennicas & 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.
1 move
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Michael Sean Dunn | Bennicas & Associates, Inc. independent RIA | Beacon Pointe Advisors, LLC independent RIA | RIA to RIA | Jan 30, 2023 | Mar 11, 2025 (771 d) |
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