DFX Intelligence
Advisor moves
Departures from Wealthsource?
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 |
|---|---|---|---|---|---|
| Mark Peter Malek | Wealthsource? other | Siebert Investment Advisors, Inc. other | Other | Sep 23, 2016 | May 2, 2017 (221 d) |
| Brent Edmund Mcgibbon | Wealthsource? other | Namcoa other | Other | Jul 15, 2016 | Jun 10, 2016 |
| Eric Jonathan Linser | Wealthsource? other | Namcoa other | Other | Jul 15, 2016 | Jun 28, 2016 |
| Richard Montgomery Patrick | Wealthsource? other | Namcoa other | Other | Jul 15, 2016 | Jun 16, 2016 |
| Jimmy Gonzalez | Wealthsource? other | Perigon Wealth Management, LLC other | Other | Jun 30, 2016 | Jun 16, 2016 |
| Thomas Joseph Manetta | Wealthsource? other | Perigon Wealth Management, LLC other | Other | Jun 30, 2016 | Jun 6, 2016 |
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66 moves match.