DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Mwa Financial Services, Inc.

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.

AdvisorFromToTypeLeftRegistered
Daniel Thomas LloydAmeritas Advisory Services otherMwa Financial Services, Inc. independent RIAOtherApr 7, 2010Feb 11, 2019 (3232 d)
Scott BennettPark Avenue Securities LLC otherMwa Financial Services, Inc. otherOtherMar 19, 2009Feb 16, 2010 (334 d)
Timothy Joseph VintonWells Fargo Investments, LLC unclassifiedMwa Financial Services, Inc. independent RIAOtherFeb 23, 2009Apr 1, 2019 (3689 d)
Douglas Wilson GrenierLPL Financial LLC otherMwa Financial Services, Inc. otherOtherMay 3, 2005Feb 13, 2006 (286 d)
Paul David BarrishThe Seidler Companies Incorporated unclassifiedMwa Financial Services, Inc. independent RIAOtherFeb 18, 2005Jan 2, 2025 (7258 d)
David Charles PereiraPruco Securities, LLC otherMwa Financial Services, Inc. otherOtherFeb 9, 2005Aug 25, 2006 (562 d)
Meredith Jane FergusonWells Fargo Advisors wirehouseMwa Financial Services, Inc. otherOtherJan 31, 2005Mar 19, 2007 (777 d)
Thomas GreenArlington Securities, Inc state registeredMwa Financial Services, Inc. otherOtherJun 22, 2004Jun 18, 2004
Jeffrey Earl EastinWells Fargo Advisors wirehouseMwa Financial Services, Inc. otherOtherJun 21, 2004Aug 23, 2007 (1158 d)
Michael James HetrickNew England Securities Corporation otherMwa Financial Services, Inc. otherOtherFeb 27, 2004Feb 17, 2006 (721 d)
Amanda Michele GibbAmeriprise Financial Services, LLC national BDMwa Financial Services, Inc. otherOtherFeb 6, 2004May 10, 2004 (94 d)
Kevin Paul MonroeEastern Point Advisors Inc. unclassifiedMwa Financial Services, Inc. otherOtherNov 6, 2002Jun 24, 2010 (2787 d)
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72 moves match.