DFX Intelligence
Advisor moves
Departures from Wealth Management International, Ltd.
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.
6 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Richard Michael Groff | Wealth Management International, Ltd. other | Advisornet Wealth Partners other | Other | Sep 8, 2017 | Mar 31, 2016 |
| Daniel Robert Meier | Wealth Management International, Ltd. other | Ashton Thomas Private Wealth independent RIA | Other | Sep 8, 2017 | Sep 11, 2023 (2194 d) |
| Thomas John Pietrack | Wealth Management International, Ltd. other | Coherent Financial Advisers, LLC state registered | Other | Feb 18, 2016 | Jan 5, 2016 |
| Sargon Yatroum Zia | Wealth Management International, Ltd. other | Coherent Financial Advisers, LLC state registered | Other | Feb 18, 2016 | Jan 5, 2016 |
| Douglas Wilford Cole | Wealth Management International, Ltd. other | Cetera Investment Advisers LLC BD affiliated | Other | May 14, 2014 | Mar 21, 2024 (3599 d) |
| Adam Charles Carlini | Wealth Management International, Ltd. other | Kms Financial Services, Inc other | Other | Dec 20, 2011 | Dec 9, 2011 |
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