DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Family Fiduciary Services, Inc.
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 |
|---|---|---|---|---|---|
| Cameron Daniel O'Neill | Citigroup Global Markets Inc. BD affiliated | Family Fiduciary Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 21, 2022 | Nov 10, 2022 |
| David Lawrence Grey | Grey Investments LLC unclassified | Family Fiduciary Services, Inc. independent RIA | Other | Feb 15, 2019 | Apr 2, 2008 |
Page 1 of 1
2 moves match.