DFX Intelligence
Advisor moves
Arrivals at Chf Wealth Management, 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 |
|---|---|---|---|---|---|
| Howard Marvin Clark | 1st Global Advisors Inc other | Chf Wealth Management, LLC state registered | Other | Jan 20, 2009 | Aug 15, 2011 (937 d) |
| Melanie S Hayes Dwyer | Wells Fargo Advisors wirehouse | Chf Wealth Management, LLC state registered | Wirehouse to a state-registered adviser | Nov 29, 2007 | Jul 15, 2024 (6073 d) |
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2 moves match.