DFX Intelligence
Advisor moves
Arrivals at Banta Asset Management LPWhat 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.
3 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Mark David Banta | Wells Fargo Advisors wirehouse | Banta Asset Management LP other | Other | May 17, 2007 | Apr 2, 2008 (321 d) |
| Michael Beale Banta | Wells Fargo Advisors wirehouse | Banta Asset Management LP other | Other | May 17, 2007 | Apr 2, 2008 (321 d) |
| Stephen Matthew Banta | Wells Fargo Advisors wirehouse | Banta Asset Management LP other | Other | May 17, 2007 | Apr 2, 2008 (321 d) |
Page 1 of 1