DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Alexander Beard (USA) Inc.
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 |
|---|---|---|---|---|---|
| Scott Alan Schwartz | Alexander Beard (USA) Inc. independent RIA | Ententvest Inc. no RAUM | RIA to a newly registered adviser | Nov 29, 2021 | Jan 9, 2021 |
| Guy Eugene Baker | Alexander Beard (USA) Inc. independent RIA | Tax Efficient Asset Management Solution, Inc. other | Other | Feb 8, 2017 | Mar 19, 2014 |
| Scott Alan Schwartz | Alexander Beard (USA) Inc. independent RIA | Cleary Gull Inc. other | Other | Jul 12, 2009 | Jan 26, 2010 (198 d) |
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3 moves match.