DFX Intelligence
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
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| David Bradley Fields | Gwynn Management Co independent RIA | Waverly Advisors, LLC independent RIA | RIA to RIA | Aug 3, 2023 | Sep 26, 2023 (54 d) |
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