DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Keystone Financial Group, 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 |
|---|---|---|---|---|---|
| Ryan Patrick Mccafferty | Morgan Stanley wirehouse | Keystone Financial Group, Inc. other | Other | Oct 26, 2017 | Dec 13, 2017 (48 d) |
| Karlie Bierie Skidmore | Waddell & Reed other | Keystone Financial Group, Inc. other | Other | May 22, 2009 | Jul 24, 2009 (63 d) |
| Rhonda Mixon Gilbert | Triad Advisors, LLC other | Keystone Financial Group, Inc. other | Other | Jul 16, 2004 | Jun 21, 2004 |
| Thomas King Savage | Triad Advisors, LLC other | Keystone Financial Group, Inc. other | Other | Jul 16, 2004 | Jun 21, 2004 |
Page 1 of 1
4 moves match.