Advisor moves

Arrivals at Wealth Partners Corporation

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
Stephen Colburn HooverMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWealth Partners Corporation state registeredWirehouse to a state-registered adviserJul 8, 2004Jul 9, 2004
Stephen Colburn HooverCohen Advisory Services,LLC unclassifiedWealth Partners Corporation state registeredOtherApr 8, 2004Apr 15, 2004
Page 1 of 1
2 moves match.