DFX Intelligence
Advisor moves
Arrivals at Grand Street Advisors, LLC
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 |
|---|---|---|---|---|---|
| Richard Alan Beemer | Charles Schwab & Co., Inc. national BD | Grand Street Advisors, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jul 22, 2004 | Aug 4, 2004 |
| James Kevin Byrne | Charles Schwab & Co., Inc. national BD | Grand Street Advisors, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Mar 10, 2004 | Apr 16, 2004 (37 d) |
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2 moves match.