Advisor moves

Arrivals at Branson Fowlkes & Co 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.

AdvisorFromToTypeLeftRegistered
Trocon Gartoh ReffellAmeriprise Financial Services, LLC national BDBranson Fowlkes & Co Inc independent RIAAffiliated broker-dealer or bank to independent RIAJun 15, 2009Feb 28, 2023 (5006 d)
Dallas Leigh JonesStrategic Advisers LLC national BDBranson Fowlkes & Co Inc otherOtherFeb 10, 2004Nov 22, 2004 (286 d)
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2 moves match.