DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Money Positive
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 |
|---|---|---|---|---|---|
| Arianna Stern | Money Positive state registered | Schwab Wealth Advisory, Inc. no RAUM | Other | Sep 24, 2024 | Sep 15, 2025 (356 d) |
| Lewis Edward Weil | Money Positive state registered | Lewis Weil Co. state registered | Other | Aug 8, 2024 | Sep 26, 2024 (49 d) |
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2 moves match.