DFX Intelligence
Advisor moves
Arrivals at Trek Financial
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 |
|---|---|---|---|---|---|
| Clinton Ross Brown | Equitable Advisors, LLC national BD | Trek Financial other | Other | May 11, 2012 | Mar 4, 2014 (662 d) |
| David Duncan Carroll | United Planners' Financial Services Of America A Limited Partner other | Trek Financial other | Other | Apr 2, 2007 | Apr 3, 2008 (367 d) |
| Walter Marvin Wittrock | Transamerica Financial Advisors, LLC other | Trek Financial other | Other | Aug 3, 2005 | Jan 6, 2016 (3808 d) |
| Mark Elmer Johnson | Mony Securities Corporation unclassified | Trek Financial other | Other | Jun 1, 2005 | Sep 3, 2003 |
| Jared Nathan Johnsen | Mony Securities Corporation unclassified | Trek Financial other | Other | Jun 1, 2005 | Jun 6, 2003 |
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65 moves match.