DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Weathervane Wealth 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 |
|---|---|---|---|---|---|
| Jay Alan Painter | Patriot Advisors, Inc. unclassified | Weathervane Wealth Management, LLC other | Other | Aug 11, 2004 | Aug 24, 2004 |
| David Lynn Summers | Patriot Advisors, Inc. unclassified | Weathervane Wealth Management, LLC other | Other | Aug 11, 2004 | Aug 24, 2004 |
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2 moves match.