DFX Intelligence
Advisor moves
Departures from O'Connor Wealth Management, Inc.What a move isA 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.
2 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Michael Duane Hill | O'Connor Wealth Management, Inc. independent RIA | Kohr Investments state registered | RIA to a state-registered adviser | Aug 26, 2021 | Dec 5, 2019 |
| Lawrence Alan Bassell | O'Connor Wealth Management, Inc. independent RIA | Kohr Investments state registered | RIA to a state-registered adviser | Aug 26, 2021 | Dec 5, 2019 |
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