DFX Intelligence
Advisor moves
Departures from Olde Wealth Management, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Robert Tyler Craig | Olde Wealth Management, LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Dec 1, 2023 | Dec 4, 2023 |
| Michael James Hagerty | Olde Wealth Management, LLC independent RIA | Eckel Financial Advisors unclassified | Other | Oct 2, 2023 | Oct 4, 2023 |
Page 1 of 1
2 moves match.