Advisor moves

Departures from Dogpatch Wealth

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.

AdvisorFromToTypeLeftRegistered
Brett Gerard VillaumeDogpatch Wealth state registeredEquitable Advisors, LLC national BDOtherMay 31, 2024Aug 12, 2024 (73 d)
Page 1 of 1
1 moves match.