DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Plum Street Advisors, 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 |
|---|---|---|---|---|---|
| Ksenia Dmitrievna Trikoz | Plum Street Advisors, LLC independent RIA | LPL Enterprise, LLC no RAUM | RIA to a newly registered adviser | May 28, 2024 | Dec 6, 2024 (192 d) |
Page 1 of 1
1 moves match.