DFX Intelligence
Advisor moves
Departures from Barron Financial Group, LlpWhat 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.
2 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| James Austin Fisher | Barron Financial Group, Llp independent RIA | Voya Financial Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 15, 2024 | Jan 7, 2026 (510 d) |
| Luke J. Pergola | Barron Financial Group, Llp independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Jun 1, 2023 | Sep 6, 2023 (97 d) |
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