DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Msa Financial
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 |
|---|---|---|---|---|---|
| Allison Elizabeth Leary | Morgan Stanley wirehouse | Msa Financial independent RIA | Wirehouse to independent RIA | Feb 24, 2020 | Mar 19, 2020 |
| Ryan Alan Zimmerman | Securities America Advisors, Inc. other | Msa Financial other | Other | Nov 15, 2017 | Nov 15, 2017 |
| Robert Paul Roy | Commonwealth Financial Network national BD | Msa Financial other | Other | Jun 1, 2017 | Jun 1, 2017 |
| Richard Eric Stram | Securities America Advisors, Inc. other | Msa Financial other | Other | Apr 17, 2012 | Jun 14, 2011 |
| Paul M. Marino | Securities America Advisors, Inc. other | Msa Financial other | Other | Apr 17, 2012 | Jun 14, 2011 |
| Michael Paul Cammarata | Securities America Advisors, Inc. other | Msa Financial other | Other | Apr 17, 2012 | Jun 14, 2011 |
| Denise Elizabeth Del Monaco | Securities America Advisors, Inc. other | Msa Financial other | Other | Apr 17, 2012 | Jun 15, 2011 |
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7 moves match.