DFX Intelligence
Advisor moves
Arrivals at Lifelong Investsments
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 |
|---|---|---|---|---|---|
| Philip Puetz | Sterne Agee Investment Advisor Services, Inc. other | Lifelong Investsments state registered | Other | Dec 31, 2012 | Mar 9, 2004 |
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1 moves match.