DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Foldes Financial 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 |
|---|---|---|---|---|---|
| Paul E Stovall | Charles Schwab & Co., Inc. national BD | Foldes Financial Management other | Other | Jun 1, 2011 | Jul 3, 2012 (398 d) |
| Steven Michael Foldes | Foldes Financial Management, Inc. unclassified | Foldes Financial Management other | Other | Dec 26, 2008 | Jan 20, 2009 |
| Michael Dean Hoeflinger | Foldes Financial Management, Inc. unclassified | Foldes Financial Management other | Other | Dec 26, 2008 | Mar 27, 2009 (91 d) |
| Thomas W. Balcom | Foldes Financial Management, Inc. unclassified | Foldes Financial Management other | Other | Dec 26, 2008 | Mar 27, 2009 (91 d) |
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4 moves match.