DFX Intelligence
Advisor moves
Departures from Advance Wealth Management Service, 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.
1 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Amanda Lynn Brown | Advance Wealth Management Service, LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Oct 23, 2023 | Oct 17, 2023 |
Page 1 of 1