DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Strategic Financial
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 |
|---|---|---|---|---|---|
| Thomas Robert Worrall III | Strategic Financial other | Laurel Wealth Advisors, Inc. other | Other | Dec 31, 2012 | Mar 8, 2017 (1528 d) |
| Thomas Robert Worrall III | Strategic Financial other | Private Consulting Group, Inc. unclassified | Other | Dec 31, 2011 | Mar 1, 2006 |
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2 moves match.