DFX Intelligence
Advisor moves
Departures from Oaktree Wealth Group Inc.
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.
1 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Richard Moon | Oaktree Wealth Group Inc. state registered | Axxcess Wealth Management, LLC independent RIA | Other | Jul 14, 2015 | Mar 6, 2019 (1331 d) |
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