Advisor moves

Departures from Gwynn Management Co

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.

1 moves
AdvisorFromToTypeLeftRegistered
David Bradley FieldsGwynn Management Co independent RIAWaverly Advisors, LLC independent RIARIA to RIAAug 3, 2023Sep 26, 2023 (54 d)
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