Advisor moves

Arrivals at Lifestyle Financial Strategies, 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.

AdvisorFromToTypeLeftRegistered
Clifford Otto StraubSterne Agee Investment Advisor Services, Inc. otherLifestyle Financial Strategies, LLC state registeredOtherJul 7, 2008Apr 30, 2008
Page 1 of 1
1 moves match.