DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Step By Step Financial, 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 |
|---|---|---|---|---|---|
| Shanda Kaye Sullivan | Step By Step Financial, LLC state registered | Sullivan Financial Strategies, LLC unclassified | Other | Feb 10, 2011 | Aug 23, 2012 (560 d) |
Page 1 of 1
1 moves match.