Advisor moves

Arrivals at Belvedere Asset Management, LLC

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.

AdvisorFromToTypeLeftRegistered
Ethan NamvarCentricity Financial LLC state registeredBelvedere Asset Management, LLC otherOtherApr 18, 2011Mar 7, 2011
Jan Birk GleisnerIndependent Financial Group, LLC otherBelvedere Asset Management, LLC otherOtherFeb 7, 2011Feb 16, 2011
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2 moves match.