DFX Intelligence
Advisor moves
Arrivals at Snow Financial Management, 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 |
|---|---|---|---|---|---|
| Irene Charlotte Hecht | Berson Money Management unclassified | Snow Financial Management, LLC other | Other | Jun 30, 2014 | Jun 15, 2016 (716 d) |
| Mark Snow | Hsbc Securities (USA) Inc. other | Snow Financial Management, LLC independent RIA | Other | Oct 9, 2009 | Mar 30, 2021 (4190 d) |
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2 moves match.