DFX Intelligence
Advisor moves
Arrivals at Edward S. Green & Associates, LLCWhat a move isA 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.
1 move
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Nancy Mai Green | UBS Financial Services Inc. wirehouse | Edward S. Green & Associates, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Mar 15, 2010 | Aug 13, 2021 (4169 d) |
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