DFX Intelligence
Advisor moves
Arrivals at Colton 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 |
|---|---|---|---|---|---|
| Scott Frederick Colton | Lhmp Financial & Insurance Services unclassified | Colton Wealth Management independent RIA | Other | Mar 23, 2011 | Jul 20, 2009 |
| Jack Chia-Chen Tsai | Lhmp Financial & Insurance Services unclassified | Colton Wealth Management independent RIA | Other | Oct 7, 2010 | Mar 30, 2011 (174 d) |
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2 moves match.