DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Calvert Wealth Management, 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 |
|---|---|---|---|---|---|
| John Thomas Stone | LPL Financial LLC other | Calvert Wealth Management, Inc. independent RIA | Other | Nov 9, 2010 | May 31, 2023 (4586 d) |
| Michael Alan Cox | LPL Financial LLC other | Calvert Wealth Management, Inc. other | Other | Jan 14, 2010 | Jan 22, 2009 |
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2 moves match.