DFX Intelligence
Advisor moves
Departures from Key Wealth Advisors LLCWhat a move isA 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.
2 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| David Adam Elfenbein | Key Wealth Advisors LLC independent RIA | Cambridge Investment Research Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 17, 2024 | Jun 19, 2024 |
| Eva Melissa Drew | Key Wealth Advisors LLC independent RIA | Cambridge Investment Research Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | May 20, 2024 | May 17, 2024 |
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