DFX Intelligence
Advisor moves
Arrivals at Kestra Private Wealth 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 |
|---|---|---|---|---|---|
| Maricela Amelia Ramos | J.P. Morgan Securities Inc. unclassified | Kestra Private Wealth Services, LLC other | Other | Feb 26, 2007 | Aug 9, 2012 (1991 d) |
| Gordon William Reynolds | Wells Fargo Investments, LLC unclassified | Kestra Private Wealth Services, LLC BD affiliated | Other | May 4, 2005 | Jun 1, 2021 (5872 d) |
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242 moves match.