DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Cox Wealth Management, LLC
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 |
|---|---|---|---|---|---|
| Richard Lee Cox | Cox Wealth Management, LLC other | American Portfolios Advisors, Inc other | Other | Jan 6, 2017 | Jan 13, 2016 |
| Nathan Gregory Strait | Cox Wealth Management, LLC other | American Portfolios Advisors, Inc other | Other | Jan 6, 2017 | Nov 23, 2016 |
| Charles Wayne Cordle | Cox Wealth Management, LLC other | American Portfolios Advisors, Inc other | Other | Dec 31, 2016 | Nov 23, 2016 |
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3 moves match.