Advisor moves

Departures from Beyond Financial Services

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.

1 moves
AdvisorFromToTypeLeftRegistered
Phillip Karl SwensonBeyond Financial Services independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMay 13, 2021Feb 27, 2019
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