DFX Intelligence
Advisor moves
Departures from Independent Financial PartnersWhat a move isA 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.
605 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Michael Steven Greenberg | Independent Financial Partners other | Workman Securities Corporation unclassified | Other | Feb 4, 2010 | Jan 6, 2010 |
| Michael Wu | Independent Financial Partners other | Advice And Planning Services other | Other | Aug 7, 2008 | Aug 27, 2008 |
| Kenneth Francis Jewell | Independent Financial Partners other | Fiduciary Partners Investment Consulting, LLC no RAUM | Other | Nov 15, 2007 | Nov 7, 2007 |
| Travis Stanley Barnes | Independent Financial Partners other | Amb Wealth, LLC other | Other | Dec 31, 2005 | Jun 1, 2006 (152 d) |
| Jay William Cohen | Independent Financial Partners other | LPL Financial LLC other | Other | Dec 31, 2005 | Oct 6, 2005 |
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