DFX Intelligence
Advisor moves
Departures from Advisorlist, Inc.
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 |
|---|---|---|---|---|---|
| Pedro Andres Lugo | Advisorlist, Inc. no RAUM | Charles Schwab & Co., Inc. national BD | Other | Aug 14, 2017 | Jan 9, 2018 (148 d) |
Page 1 of 1
1 moves match.