DFX Intelligence
Advisor moves
Departures from Triple Crown Wealth ManagementWhat 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 move
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Spencer Charles Spillman | Triple Crown Wealth Management state registered | J.P. Morgan Securities LLC wirehouse | Other | Jan 13, 2026 | Jun 17, 2026 (155 d) |
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