Advisor moves

Arrivals at Savvy

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.

181 moves
AdvisorFromToTypeLeftRegistered
Cynthia Diane AlvarezMetis Wealth Management, LLC otherSavvy independent RIAOtherDec 14, 2016Dec 12, 2024 (2920 d)
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