DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Frango Financial
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 |
|---|---|---|---|---|---|
| Pamela Postma | Frango Financial independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 24, 2025 | Dec 6, 2024 |
| Frances Ellen Goldman | Frango Financial independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 24, 2025 | Feb 14, 2025 |
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2 moves match.