DFX Intelligence
Advisor moves
Arrivals at Hackett Financial Group, 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 |
|---|---|---|---|---|---|
| Danial James Verhaalen | Wells Fargo Advisors wirehouse | Hackett Financial Group, LLC independent RIA | Wirehouse to independent RIA | May 20, 2024 | Jul 19, 2024 (60 d) |
| Erik Neil Drewry | Ameriprise Financial Services, LLC national BD | Hackett Financial Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 28, 2022 | Oct 17, 2022 (81 d) |
| Danial James Verhaalen | Waddell & Reed other | Hackett Financial Group, LLC independent RIA | Other | Dec 2, 2014 | Jun 25, 2015 (205 d) |
| Scott Glenn Hackett | Equitable Advisors, LLC national BD | Hackett Financial Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 29, 2006 | Oct 12, 2006 |
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4 moves match.