Advisor moves

Arrivals at Cambridge Retirement Partners

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
Robert Allen NobleEquitable Advisors, LLC national BDCambridge Retirement Partners institutionalOtherApr 7, 2009May 6, 2009
Raymond Neal CorneliusEquitable Advisors, LLC national BDCambridge Retirement Partners institutionalOtherDec 2, 2008Jan 6, 2012 (1130 d)
Raymond Neal CorneliusUBS Financial Services Inc. wirehouseCambridge Retirement Partners institutionalOtherJul 24, 2006Nov 19, 2008 (849 d)
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3 moves match.