DFX Intelligence
Advisor moves
Departures from C. Victor Coates, C.P.A.
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 |
|---|---|---|---|---|---|
| Carl Victor Coates | C. Victor Coates, C.P.A. other | Ccr Investment Advisers, LLC state registered | Other | Dec 31, 2018 | Jan 1, 2025 (2193 d) |
| Gerald Don Corbin | C. Victor Coates, C.P.A. other | Ccr Investment Advisers, LLC state registered | Other | Dec 31, 2018 | Jan 1, 2025 (2193 d) |
| Lisa Marie Reed | C. Victor Coates, C.P.A. other | Ccr Investment Advisers, LLC state registered | Other | Dec 31, 2018 | Jan 1, 2025 (2193 d) |
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3 moves match.