DFX Intelligence
Advisor moves
Arrivals at Clearstead; Clearstead Advisory Solutions
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 |
|---|---|---|---|---|---|
| John (Nmn) Marino | Chess Financial Corp other | Clearstead; Clearstead Advisory Solutions other | Other | Mar 30, 2012 | Mar 30, 2012 |
| Michael Stephen Dearden | Chess Financial Corp other | Clearstead; Clearstead Advisory Solutions other | Other | Mar 30, 2012 | Apr 2, 2012 |
| Steven Francis Wolken | Chess Financial Corp other | Clearstead; Clearstead Advisory Solutions other | Other | Mar 30, 2012 | Apr 2, 2012 |
| Nancy Gallagher Cook | Rav Financial other | Clearstead; Clearstead Advisory Solutions other | Other | Mar 15, 2012 | Apr 18, 2012 (34 d) |
| Eileen Marie Burkhart | Eileen M. Burkhart & Co., LLC unclassified | Clearstead; Clearstead Advisory Solutions independent RIA | Other | Jul 16, 2009 | Jan 19, 2022 (4570 d) |
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65 moves match.