DFX Intelligence
Advisor moves
Arrivals at Holm & Cawley Financial Group 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 |
|---|---|---|---|---|---|
| Samara Terrill | Third Seven Advisors, LLC independent RIA | Holm & Cawley Financial Group LLC independent RIA | RIA to RIA | Sep 30, 2019 | Oct 9, 2019 |
| Kris Anthony Holm | Financial Advisers Of America, LLC other | Holm & Cawley Financial Group LLC independent RIA | Other | Jan 25, 2011 | Jan 4, 2011 |
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2 moves match.