DFX Intelligence
Advisor moves
Arrivals at Mid Atlantic Financial Management, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Scott Anthony Biedrycki | Fdx Advisors, Inc. other | Mid Atlantic Financial Management, Inc. other | Other | May 4, 2004 | May 4, 2004 |
| Daniel Keith Hocking | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Mid Atlantic Financial Management, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 12, 2004 | Jun 6, 2021 (6295 d) |
| David Thomas Harrison | Wells Fargo Advisors wirehouse | Mid Atlantic Financial Management, Inc. other | Other | Aug 27, 2003 | Aug 18, 2003 |
| Joseph Cox Granzier | Carnegie Capital Asset Management Company unclassified | Mid Atlantic Financial Management, Inc. other | Other | Jul 22, 2003 | Jun 7, 2004 (321 d) |
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124 moves match.