DFX Intelligence
Advisor moves
Arrivals at Sather Financial Group, 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.
2 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Joseph Olive | Edward Jones national BD | Sather Financial Group, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 12, 2024 | Aug 24, 2024 |
| Tammy Carol Kimbrough | Morgan Stanley wirehouse | Sather Financial Group, Inc. other | Other | Jun 30, 2009 | Apr 13, 2010 (287 d) |
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