DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Ball & Company
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 |
|---|---|---|---|---|---|
| James Daniel Lang | Lang Wealth Management, LLC unclassified | Ball & Company independent RIA | Other | Dec 31, 2020 | Aug 25, 2020 |
| Jason Lindsay Ball | LPL Financial LLC other | Ball & Company other | Other | May 30, 2007 | Sep 20, 2007 (113 d) |
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2 moves match.