DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Heritage Asset Advisors Ltd., Llp
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 |
|---|---|---|---|---|---|
| Patrick F Shinn | UBS Financial Services Inc. wirehouse | Heritage Asset Advisors Ltd., Llp other | Other | Jul 25, 2007 | Jul 9, 2007 |
| Amy Wood Garza | UBS Financial Services Inc. wirehouse | Heritage Asset Advisors Ltd., Llp other | Other | Jul 25, 2007 | Jul 16, 2007 |
Page 1 of 1
2 moves match.