DFX Intelligence
Advisor moves
Arrivals at Lionsbridge Wealth 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Bruce Tower Schilling | Raymond James Financial Services Advisors, Inc other | Lionsbridge Wealth Management LLC other | Other | Jan 25, 2013 | May 20, 2013 (115 d) |
| Richard Raymond Zanghetti | Morgan Stanley & Co. LLC unclassified | Lionsbridge Wealth Management LLC other | Other | Jan 20, 2009 | Mar 10, 2009 (49 d) |
| Carolyn Renee Ham | Morgan Stanley & Co. LLC unclassified | Lionsbridge Wealth Management LLC other | Other | Dec 2, 2008 | Mar 10, 2009 (98 d) |
| Bradley Bryan Ridinger | Morgan Stanley & Co. LLC unclassified | Lionsbridge Wealth Management LLC other | Other | Dec 2, 2008 | Mar 10, 2009 (98 d) |
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4 moves match.