DFX Intelligence
Advisor moves
Arrivals at Blue Marble InvestmentsWhat 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 |
|---|---|---|---|---|---|
| Linda Smith Shelby | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Blue Marble Investments independent RIA | Wirehouse to independent RIA | Oct 3, 2016 | Sep 5, 2018 (702 d) |
| Arturo Andres Tabuenca | Commonwealth Financial Network national BD | Blue Marble Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 2, 2006 | Apr 5, 2007 (154 d) |
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