DFX Intelligence
Advisor moves
Departures from Horter Investment 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 |
|---|---|---|---|---|---|
| Michelle Elizabeth Bertram | Horter Investment Management, LLC other | Bertram Financial Advisor Services state registered | Other | Aug 25, 2008 | Jul 1, 2026 (6519 d) |
| Michael Emmett Williams | Horter Investment Management, LLC other | Holland Advisory Services, Inc. other | Other | Apr 30, 2008 | Jul 30, 2008 (91 d) |
| William Standley Eden | Horter Investment Management, LLC other | First Independent Advisory Services, Inc. unclassified | Other | Mar 17, 2008 | Mar 17, 2008 |
| David P Antioho | Horter Investment Management, LLC other | LPL Financial LLC other | Other | Sep 18, 2007 | Apr 24, 2008 (219 d) |
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304 moves match.