DFX Intelligence
Advisor moves
Arrivals at Willner & Heller LLC
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 |
|---|---|---|---|---|---|
| Miles Kenneth Rader | UBS Financial Services Inc. wirehouse | Willner & Heller LLC independent RIA | Wirehouse to independent RIA | Aug 16, 2021 | Apr 25, 2024 (983 d) |
| Matthew David Heller | Citicorp Investment Services unclassified | Willner & Heller LLC other | Other | Jan 22, 2004 | Nov 6, 2006 (1019 d) |
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2 moves match.