Advisor moves

Departures from Sullivan & Serwitz

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.

AdvisorFromToTypeLeftRegistered
Howard Bruce SussmanSullivan & Serwitz no RAUMCerity Partners LLC independent RIAOtherSep 3, 2020Jan 1, 2025 (1581 d)
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1 moves match.