DFX Intelligence
Advisor moves
Arrivals at Comprehensive Wealth Management
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.
1 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| David Warren Ingram | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Comprehensive Wealth Management state registered | Wirehouse to a state-registered adviser | Jul 9, 2007 | Apr 7, 2008 (273 d) |
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