Advisor moves

Departures from Pariax Private Wealth Management

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
Joseph A CooperPariax Private Wealth Management independent RIAMai Capital Management, LLC independent RIARIA to RIAMay 3, 2023May 31, 2023
Ryan DomenicoPariax Private Wealth Management independent RIATd Ameritrade Investment Management, LLC independent RIARIA to RIANov 26, 2019Dec 16, 2019
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2 moves match.