DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Keep It Simple Financial Planning
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 |
|---|---|---|---|---|---|
| Michael Allen Anderson | Keep It Simple Financial Planning state registered | Maranantha Financial state registered | Other | Sep 30, 2021 | Jan 1, 2026 (1554 d) |
| Craig Alan Stavely | Keep It Simple Financial Planning state registered | Pruco Securities, LLC BD affiliated | Other | Sep 30, 2021 | Oct 27, 2021 |
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2 moves match.