DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Maseco Private Wealth
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 |
|---|---|---|---|---|---|
| Dylan Robert Evans | UBS Financial Services Inc. wirehouse | Maseco Private Wealth independent RIA | Wirehouse to independent RIA | May 6, 2025 | Sep 18, 2026 (500 d) |
| Andrea Lauren Solana | Wolf Group Capital Advisors other | Maseco Private Wealth other | Other | Sep 25, 2013 | Jan 17, 2018 (1575 d) |
| Katharine Massey Smith | Citigroup Global Markets Inc. other | Maseco Private Wealth other | Other | Dec 17, 2008 | Apr 16, 2010 (485 d) |
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3 moves match.