DFX Intelligence
Advisor moves
Arrivals at Diversify Advisory Services, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Daniel James Luke | Diversify Wealth Management, Inc. unclassified | Diversify Advisory Services, LLC BD affiliated | Other | Nov 16, 2015 | Sep 15, 2023 (2860 d) |
| Ryan Omer Smith | Diversify Wealth Management, Inc. unclassified | Diversify Advisory Services, LLC BD affiliated | Other | Nov 16, 2015 | Sep 1, 2023 (2846 d) |
| Russell Boyd Butler | Diversify Wealth Management, Inc. unclassified | Diversify Advisory Services, LLC BD affiliated | Other | Nov 16, 2015 | Dec 19, 2023 (2955 d) |
| Christopher Lynn Cook | Diversify Wealth Management, Inc. unclassified | Diversify Advisory Services, LLC BD affiliated | Other | Sep 24, 2015 | Sep 15, 2023 (2913 d) |
| Eric Joseph Voegeli | Morgan Stanley wirehouse | Diversify Advisory Services, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 29, 2015 | Sep 15, 2023 (3000 d) |
| Thomas Haneman Shanley | LPL Financial LLC other | Diversify Advisory Services, LLC BD affiliated | Other | Dec 10, 2014 | Dec 20, 2023 (3297 d) |
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126 moves match.