DFX Intelligence
Advisor moves
Arrivals at Leisure Capital 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 |
|---|---|---|---|---|---|
| Eric Stiles Shute | UBS Financial Services Inc. wirehouse | Leisure Capital Management, Inc. independent RIA | Wirehouse to independent RIA | Oct 24, 2023 | Oct 9, 2023 |
| Avery Douglas Wenck | Mercer Global Advisors Inc. independent RIA | Leisure Capital Management, Inc. independent RIA | RIA to RIA | Jul 15, 2019 | Jul 3, 2019 |
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2 moves match.