DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Davis 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 |
|---|---|---|---|---|---|
| Stephen Wayne Gaskins | Intercarolina Financial Services, Inc. mixed wealth | Davis Wealth Management other | Other | Apr 28, 2015 | Apr 28, 2015 |
| Renee Penland Sorrell | LPL Financial LLC other | Davis Wealth Management other | Other | Sep 17, 2013 | Sep 23, 2013 |
| Michael Clark Troy | Bull City Advisors, LLC other | Davis Wealth Management other | Other | Aug 26, 2013 | Jun 19, 2014 (297 d) |
| Kate Cardillo Brown | Verus Financial Partners other | Davis Wealth Management other | Other | Aug 31, 2009 | May 28, 2010 (270 d) |
| Tory Adams Klinedinst | Wells Fargo Advisors wirehouse | Davis Wealth Management other | Other | Jun 12, 2009 | Jun 11, 2009 |
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5 moves match.