DFX Intelligence
Advisor moves
Arrivals at The William Allan Corporation
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 |
|---|---|---|---|---|---|
| Marcus Brendan Crawshaw | Fifty-Six Group unclassified | The William Allan Corporation independent RIA | Other | Dec 31, 2013 | Feb 7, 2014 (38 d) |
| Larry L Gurewitz | Avantax Advisory Services other | The William Allan Corporation independent RIA | Other | Dec 20, 2013 | Feb 4, 2014 (46 d) |
| Jason Cyril Crawshaw | Fifty-Six Group unclassified | The William Allan Corporation independent RIA | Other | Dec 13, 2008 | Jan 10, 2005 |
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3 moves match.