DFX Intelligence
Advisor moves
Departures from Wisniewski 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 |
|---|---|---|---|---|---|
| Jonathan Tate Mcmullen | Wisniewski Wealth Management independent RIA | The Wealth Observatory state registered | RIA to a state-registered adviser | Oct 1, 2019 | Sep 6, 2019 |
| Jonathan Tate Mcmullen | Wisniewski Wealth Management independent RIA | Small Willow unclassified | Other | May 6, 2016 | Aug 23, 2016 (109 d) |
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2 moves match.