DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Personal Financial Profiles 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 |
|---|---|---|---|---|---|
| David Michael Maggio | Suntrust Investment Services, Inc. other | Personal Financial Profiles Inc other | Other | Apr 5, 2013 | May 3, 2013 |
Page 1 of 1
1 moves match.