DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Holm & Cawley Financial Group 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 |
|---|---|---|---|---|---|
| Henry Bryan Roberts | Holm & Cawley Financial Group LLC independent RIA | Tschetter Group independent RIA | RIA to RIA | Jun 27, 2024 | Aug 14, 2024 (48 d) |
| Samara Terrill | Holm & Cawley Financial Group LLC independent RIA | Belpointe Asset Management LLC independent RIA | RIA to RIA | Oct 18, 2019 | Oct 14, 2019 |
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2 moves match.