DFX Intelligence
Advisor moves
Arrivals at Oder Investment 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.
2 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Erik Morgan Helmstetter | Morgan Stanley wirehouse | Oder Investment Management, LLC independent RIA | Wirehouse to independent RIA | Jul 3, 2017 | Jan 30, 2026 (3133 d) |
| Steven Samuel Zorn | Morgan Stanley wirehouse | Oder Investment Management, LLC other | Other | Sep 15, 2014 | Sep 4, 2014 |
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