DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Mcgervey Wealth Management, 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 |
|---|---|---|---|---|---|
| Edward Michael Mc Gervey | Mcgervey Wealth Management, LLC other | Mariner BD affiliated | Other | Jan 3, 2023 | Jan 4, 2023 |
| Patricia Ann Finch | Mcgervey Wealth Management, LLC other | Mariner BD affiliated | Other | Jan 2, 2023 | Jan 5, 2023 |
| Michael Edward Mcgervey | Mcgervey Wealth Management, LLC other | Mariner BD affiliated | Other | Jan 2, 2023 | Jan 4, 2023 |
| Matthew James Mcgervey | Mcgervey Wealth Management, LLC other | Mariner BD affiliated | Other | Jan 2, 2023 | Jan 4, 2023 |
| Joseph Partick Laubacher | Mcgervey Wealth Management, LLC other | Raymond James Financial Services Advisors, Inc BD affiliated | Other | May 18, 2018 | Jun 27, 2018 (40 d) |
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5 moves match.