DFX Intelligence
Advisor moves
Departures from Ld Lowe Wealth Advisory
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.
3 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| John Candy | Ld Lowe Wealth Advisory independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | May 14, 2026 | May 13, 2026 |
| William Kelly Brewer | Ld Lowe Wealth Advisory independent RIA | First Command Advisory Services BD affiliated | RIA to affiliated broker-dealer or bank | Nov 2, 2020 | Jan 4, 2021 (63 d) |
| Christopher Jordan Odle | Ld Lowe Wealth Advisory other | 1st Global Advisors Inc other | Other | Mar 4, 2008 | Jan 23, 2008 |
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