DFX Intelligence
Advisor moves
Departures from Pines 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 |
|---|---|---|---|---|---|
| Cliff Vanittersum | Pines Wealth Management, LLC other | Osaic Wealth, Inc. BD affiliated | Other | Dec 31, 2022 | Aug 26, 2021 |
| Lon W Broske | Pines Wealth Management, LLC other | Osaic Wealth, Inc. BD affiliated | Other | Dec 31, 2022 | Aug 26, 2021 |
| David Anthony Watson | Pines Wealth Management, LLC other | Osaic Wealth, Inc. other | Other | Sep 13, 2018 | Aug 7, 2017 |
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3 moves match.