DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Portfolio Strategies 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 |
|---|---|---|---|---|---|
| Andrew David Mirkovich | Purcell Advisory Services, LLC no RAUM | Portfolio Strategies Inc other | Other | Dec 31, 2014 | Dec 4, 2014 |
| Michelle Rene Huffman | Cuso Financial Services, L.P. other | Portfolio Strategies Inc other | Other | Dec 12, 2002 | Aug 16, 2016 (4996 d) |
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2 moves match.