Advisor moves

Departures from Golden Sun 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.

AdvisorFromToTypeLeftRegistered
Solomon James HalpernGolden Sun Capital Management, LLC otherHighlander Wealth Services, LLC otherOtherDec 31, 2014Jan 14, 2010
Jesse Isaac GrimesGolden Sun Capital Management, LLC otherHighlander Wealth Services, LLC otherOtherDec 31, 2014Jan 14, 2010
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2 moves match.