Advisor moves

Arrivals at Epsilon 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.

AdvisorFromToTypeLeftRegistered
Michael Jeffrey HathawayPruco Securities, LLC BD affiliatedEpsilon Financial Group, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAAug 30, 2018Jan 4, 2020 (492 d)
Leo Frank MartinezMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEpsilon Financial Group, Inc. otherOtherOct 2, 2007Oct 17, 2007
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2 moves match.