Advisor moves

Departures from Marrs 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.

AdvisorFromToTypeLeftRegistered
Andra Lyn ReasonMarrs Wealth Management, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 30, 2021Feb 1, 2021
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1 moves match.