DFX Intelligence
Advisor moves
Arrivals at Taylor Wealth Management, LLCWhat a move isA 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.
1 move
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Douglas Edward Taylor | LPL Financial LLC other | Taylor Wealth Management, LLC other | Other | May 4, 2004 | Jan 13, 2005 (254 d) |
Page 1 of 1