DFX Intelligence
Advisor moves
Departures from Collier Financial, IncWhat a move isA 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 |
|---|---|---|---|---|---|
| William Jacob Mcmannis | Collier Financial, Inc independent RIA | Mcmannis Wealth LLC unclassified | Other | Jan 2, 2024 | Mar 31, 2024 (89 d) |
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