DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Larsen 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Kayle Erik Larsen | Cambridge Investment Research Advisors, Inc. BD affiliated | Larsen Wealth Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 11, 2023 | Oct 5, 2023 |
| Michael Brian Haskins | Cambridge Investment Research Advisors, Inc. BD affiliated | Larsen Wealth Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 11, 2023 | Oct 3, 2023 |
| William Dalton Henley | Cambridge Investment Research Advisors, Inc. BD affiliated | Larsen Wealth Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 11, 2023 | Oct 5, 2023 |
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3 moves match.