DFX Intelligence
Advisor moves
Departures from Compound Wealth AdvisorsWhat a move isA 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
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Stuart Allan Schiffman | Compound Wealth Advisors state registered | Cwm, LLC BD affiliated | Other | Dec 1, 2021 | Dec 1, 2021 |
Page 1 of 1