DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Accruent Wealth Advisors
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 |
|---|---|---|---|---|---|
| Nathan Jeffery Snow | Cambridge Investment Research Advisors, Inc. other | Accruent Wealth Advisors independent RIA | Other | Dec 9, 2016 | May 21, 2020 (1259 d) |
| David Joesph Klepeisz | Ameriprise Financial Services, LLC national BD | Accruent Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 15, 2015 | Jul 7, 2015 (83 d) |
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2 moves match.