Advisor moves

Arrivals at Terry Mcdaniel & Company

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.

AdvisorFromToTypeLeftRegistered
Shannon Denise PitcherIntegra Asset Advisors, L.C. state registeredTerry Mcdaniel & Company independent RIAOtherMar 26, 2019Mar 12, 2021 (717 d)
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1 moves match.