DFX Intelligence
Advisor moves
Departures from J I Medina Investments, 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 |
|---|---|---|---|---|---|
| Jose Ismael Medina | J I Medina Investments, LLC state registered | Fidelity Personal And Workplace Advisors BD affiliated | Other | Jan 22, 2024 | Apr 10, 2024 (79 d) |
| Jose Ismael Medina | J I Medina Investments, LLC state registered | Principal Securities, Inc. other | Other | Sep 22, 2020 | Jul 15, 2016 |
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2 moves match.