DFX Intelligence
Advisor moves
Arrivals at Mayfield Advisors, Inc.What 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.
1 move
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Mark Santa Maria Torres | Morgan Stanley wirehouse | Mayfield Advisors, Inc. independent RIA | Wirehouse to independent RIA | Jul 23, 2020 | Oct 27, 2020 (96 d) |
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