DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Wealth Alliance, 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 |
|---|---|---|---|---|---|
| Jason Lee Barney | Crosswind Advisory LLC unclassified | Wealth Alliance, LLC state registered | Other | Dec 9, 2011 | Jan 6, 2025 (4777 d) |
| Kevin Michael Barrett | Independent Financial Group, LLC unclassified | Wealth Alliance, LLC state registered | Other | Oct 21, 2005 | Aug 28, 2006 (311 d) |
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2 moves match.