DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Optima Capital 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 |
|---|---|---|---|---|---|
| Alberto Ramos Alatorre | Optima Capital Management, Inc. other | Alterna Wealth Management, Inc. other | Other | Apr 28, 2014 | Apr 23, 2014 |
| Benjamin Jorge Lopez | Optima Capital Management, Inc. other | Alterna Wealth Management, Inc. other | Other | Apr 28, 2014 | Apr 23, 2014 |
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2 moves match.