DFX Intelligence
Advisor moves
Arrivals at Fingerlakes Wealth Management, Inc.
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 |
|---|---|---|---|---|---|
| Ksenia Dmitrievna Trikoz | LPL Enterprise, LLC no RAUM | Fingerlakes Wealth Management, Inc. independent RIA | Other | Mar 26, 2025 | May 15, 2025 (50 d) |
| Susan Devitt Mccormick | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fingerlakes Wealth Management, Inc. other | Other | May 11, 2009 | Mar 21, 2017 (2871 d) |
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2 moves match.