Advisor moves

Departures from Capital Creek Partners

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
George Harry WatsonCapital Creek Partners independent RIASendero Wealth Management, LLC independent RIARIA to RIAApr 15, 2025Apr 23, 2025
Page 1 of 1
1 moves match.