DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Phillips Ray 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 |
|---|---|---|---|---|---|
| Paul R. Ray | Phillips Ray Capital Management, Inc. independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Apr 12, 2022 | Aug 23, 2023 (498 d) |
Page 1 of 1
1 moves match.