DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Svb Wealth
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 |
|---|---|---|---|---|---|
| Carolyn Stewart Macedo | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Svb Wealth other | Other | Apr 13, 2011 | Feb 17, 2015 (1406 d) |
| Alejandro Algaze | Valley Financial Management, Inc. BD affiliated | Svb Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 1, 2010 | Dec 8, 2020 (3935 d) |
| Richard John Grasfeder | Janney Montgomery Scott LLC other | Svb Wealth other | Other | Jun 9, 2006 | Jul 16, 2015 (3324 d) |
| Jennifer Ma Rechenbach | The Portola Group Inc other | Svb Wealth independent RIA | Other | May 24, 2005 | Aug 31, 2022 (6308 d) |
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64 moves match.