Advisor moves

Arrivals at Legend Advisory, LLC

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
Brock M RowlettMorgan Stanley Dw Inc. unclassifiedLegend Advisory, LLC otherOtherJun 4, 2003Jun 9, 2003
Tracy Lane MelderConcourse Financial Group Advisors otherLegend Advisory, LLC otherOtherJan 14, 2003Apr 4, 2003 (80 d)
David Karl HaaseMetlife Investment Fund Services LLC unclassifiedLegend Advisory, LLC otherOtherJan 14, 2003Feb 20, 2003 (37 d)
Daidre Jo BakkeA. G. Edwards & Sons, Inc. unclassifiedLegend Advisory, LLC otherOtherNov 26, 2002Apr 4, 2011 (3051 d)
Alan Patrick CurleyMetlife Investment Fund Services LLC unclassifiedLegend Advisory, LLC otherOtherSep 24, 2002Dec 10, 2002 (77 d)
Page 3 of 3Previous
125 moves match.