DFX Intelligence
Advisor moves
Departures from Sheffield Investment Management 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 |
|---|---|---|---|---|---|
| Roger Allan Sheffield | Sheffield Investment Management Inc other | Rinascita, LLC state registered | Other | Oct 30, 2017 | Nov 30, 2025 (2953 d) |
| Bradley Lorraine Robinson | Sheffield Investment Management Inc other | Ep Wealth Advisors independent RIA | Other | Oct 30, 2017 | Sep 30, 2024 (2527 d) |
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2 moves match.