DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Sterling Advisor Group
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 |
|---|---|---|---|---|---|
| Ian Joseph Krekelberg | Edelman Financial Engines independent RIA | Sterling Advisor Group state registered | RIA to a state-registered adviser | Jan 10, 2020 | Jan 8, 2020 |
| Raymond Ralph Russo | Independent Financial Group, LLC other | Sterling Advisor Group state registered | Other | Aug 10, 2011 | Oct 21, 2011 (72 d) |
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2 moves match.