DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Young Wealth Management
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 |
|---|---|---|---|---|---|
| Jean Tak Yamamoto | Young Wealth Management independent RIA | Apella Wealth independent RIA | RIA to RIA | Mar 3, 2025 | Jan 6, 2025 |
| Kevin M Young | Young Wealth Management independent RIA | Apella Wealth independent RIA | RIA to RIA | Mar 3, 2025 | Jan 6, 2025 |
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2 moves match.