DFX Intelligence
Advisor moves
Departures from Cpa Investment Advisors
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.
2 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Gerald Long Sullivan | Cpa Investment Advisors independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Nov 21, 2022 | Nov 14, 2022 |
| Cheri Denny Poston | Cpa Investment Advisors independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Sep 20, 2022 | Sep 20, 2022 |
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