DFX Intelligence
Advisor moves
Arrivals at Tsai Wealth ManagementWhat a move isA 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.
1 move
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jack Chia-Chen Tsai | Colton Wealth Management independent RIA | Tsai Wealth Management state registered | RIA to a state-registered adviser | Jan 23, 2019 | Oct 3, 2025 (2445 d) |
Page 1 of 1