DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Agemy Wealth Advisors, LLC
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 |
|---|---|---|---|---|---|
| Paul Richard Duquette | Agemy Wealth Advisors, LLC independent RIA | Osaic Institutions, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 4, 2025 | Apr 2, 2025 (57 d) |
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1 moves match.