DFX Intelligence
Advisor moves
Departures from Wiseman & Associates Wealth Management
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 |
|---|---|---|---|---|---|
| Lucy Zimmerman | Wiseman & Associates Wealth Management independent RIA | Buttonwood Wealth independent RIA | RIA to RIA | Jan 16, 2025 | Jan 23, 2025 |
| Jordan Daniel Braithwaite | Wiseman & Associates Wealth Management independent RIA | Buttonwood Wealth no RAUM | RIA to a newly registered adviser | Feb 4, 2020 | Feb 4, 2020 |
| Jeffrey Allen Hahn | Wiseman & Associates Wealth Management independent RIA | Buttonwood Wealth no RAUM | RIA to a newly registered adviser | Jan 22, 2020 | Jan 22, 2020 |
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3 moves match.