DFX Intelligence
Advisor moves
Arrivals at Financial Vision LLCWhat a move isA 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 |
|---|---|---|---|---|---|
| Joshua Sequoia Yager | Anodos Advisors, LLC independent RIA | Financial Vision LLC other | Other | Mar 8, 2024 | Jan 1, 2026 (664 d) |
| Ryan Daniel Wolfshorndl | Anodos Advisors, LLC independent RIA | Financial Vision LLC other | Other | Mar 8, 2024 | Jan 7, 2026 (670 d) |
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