Advisor moves

Departures from Blackston Financial Advisory Group, 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.

AdvisorFromToTypeLeftRegistered
Brandon BeckBlackston Financial Advisory Group, LLC independent RIAFamilywealth mixed wealthRIA to RIAJul 29, 2022Sep 26, 2022 (59 d)
William Andrew BlackstonBlackston Financial Advisory Group, LLC independent RIASandy Morris Financial & Estate Planning Services, LLC independent RIARIA to RIAAug 28, 2019Oct 10, 2019 (43 d)
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2 moves match.