DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Mcgervey Wealth Management, 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 |
|---|---|---|---|---|---|
| Joseph Partick Laubacher | Edward Jones national BD | Mcgervey Wealth Management, LLC other | Other | Aug 9, 2016 | Aug 8, 2016 |
| Patricia Ann Finch | LPL Financial LLC other | Mcgervey Wealth Management, LLC other | Other | Oct 25, 2010 | Feb 22, 2011 (120 d) |
| Edward Michael Mc Gervey | Ameriprise Financial Services, LLC national BD | Mcgervey Wealth Management, LLC other | Other | Dec 22, 2009 | Dec 24, 2009 |
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3 moves match.