DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Maseco Private Wealth
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 |
|---|---|---|---|---|---|
| Mark E Scher | Maseco Private Wealth other | Maseco Asia Limited independent RIA | Other | Dec 18, 2012 | Mar 8, 2024 (4098 d) |
| Ashley Jo Scher | Maseco Private Wealth other | Maseco Asia Limited independent RIA | Other | Dec 18, 2012 | Mar 8, 2024 (4098 d) |
| Katharine Massey Smith | Maseco Private Wealth other | Citigroup Global Markets Inc. other | Other | Jul 6, 2012 | Oct 31, 2016 (1578 d) |
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3 moves match.