DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at The Wealth Consulting Group
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 |
|---|---|---|---|---|---|
| William James Lafleur | Buechler Capital Asset Management, LLC other | The Wealth Consulting Group independent RIA | Other | Nov 22, 2011 | Oct 21, 2020 (3256 d) |
| David Alexander Laut | UBS Financial Services Inc. wirehouse | The Wealth Consulting Group other | Other | Dec 10, 2010 | Apr 25, 2016 (1963 d) |
| Matthew Weston Pierce | United Capital Financial Advisors other | The Wealth Consulting Group independent RIA | Other | Mar 30, 2010 | Aug 18, 2020 (3794 d) |
| Jennifer Han Malek | Pruco Securities, LLC other | The Wealth Consulting Group independent RIA | Other | Oct 4, 2006 | Nov 5, 2025 (6972 d) |
Page 3 of 3Previous
124 moves match.