DFX Intelligence
Advisor moves
Departures from Cooper Lapman 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 |
|---|---|---|---|---|---|
| Mark Charles Lapman | Cooper Lapman Financial, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Mar 8, 2023 | Feb 7, 2023 |
| Miriam Flicop Cooper | Cooper Lapman Financial, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Mar 8, 2023 | Feb 7, 2023 |
| David Trainor Tremblay | Cooper Lapman Financial, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Mar 8, 2023 | Feb 7, 2023 |
| Lauren Mccollister Ledger | Cooper Lapman Financial, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Mar 8, 2023 | Feb 7, 2023 |
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4 moves match.