DFX Intelligence
Advisor moves
Departures from Holt & Shapard Capital 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 |
|---|---|---|---|---|---|
| Wistar White Holt | Holt & Shapard Capital Management, LLC other | Osaic Wealth, Inc. other | Other | Feb 27, 2013 | Jan 14, 2015 (686 d) |
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1 moves match.