DFX Intelligence
Advisor moves
Arrivals at Seven Hills Financial, 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 |
|---|---|---|---|---|---|
| Alison Horton Mewborne | LPL Financial LLC independent RIA | Seven Hills Financial, LLC independent RIA | RIA to RIA | Jan 30, 2023 | Jul 7, 2023 (158 d) |
| Donald Ashley Butcher | Wells Fargo Advisors wirehouse | Seven Hills Financial, LLC independent RIA | Wirehouse to independent RIA | May 30, 2018 | Jan 1, 2025 (2408 d) |
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2 moves match.