DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Reston 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 |
|---|---|---|---|---|---|
| Adam James Knapik | Charles Schwab & Co., Inc. national BD | Reston Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 3, 2021 | Jul 13, 2021 |
| Chloerissa Grey Kirwan | LPL Financial LLC other | Reston Wealth Management other | Other | Jan 6, 2017 | Jan 6, 2017 |
| Daniel Elmer Morgan | LPL Financial LLC other | Reston Wealth Management other | Other | Dec 2, 2014 | Jun 3, 2011 |
| Robert Eugene Tucker | LPL Financial LLC other | Reston Wealth Management other | Other | Oct 15, 2009 | Oct 15, 2009 |
| Crystal Renee Matlock | Ameriprise Financial Services, LLC national BD | Reston Wealth Management other | Other | Aug 28, 2002 | Nov 21, 2016 (5199 d) |
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5 moves match.