DFX Intelligence
Advisor moves
Arrivals at Financial Coaching Partners 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 |
|---|---|---|---|---|---|
| Pamela K Linderman | LPL Financial LLC BD affiliated | Financial Coaching Partners LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | May 15, 2026 | Jun 12, 2026 |
| Carole Ann Upson | Independent Capital Management unclassified | Financial Coaching Partners LLC state registered | Other | Oct 29, 2009 | Jan 29, 2010 (92 d) |
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2 moves match.