Advisor moves

Arrivals at Steffes Financial, Ltd

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.

AdvisorFromToTypeLeftRegistered
Christopher Thomas StakleyFirst National Capital Markets, Inc. otherSteffes Financial, Ltd otherOtherSep 2, 2014Sep 26, 2014
Amy Renae WhiteCambridge Investment Research Advisors, Inc. otherSteffes Financial, Ltd otherOtherMay 11, 2006Jan 20, 2006
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2 moves match.