DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Vcm 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 |
|---|---|---|---|---|---|
| Jason M Vavra | Stifel Independent Advisors, LLC other | Vcm Wealth independent RIA | Other | May 20, 2009 | Apr 21, 2009 |
| Karen Suzanne Vavra | Vanguard Advisers, Inc. other | Vcm Wealth independent RIA | Other | Dec 12, 2002 | Jul 31, 2009 (2423 d) |
Page 1 of 1
2 moves match.