DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Capstone Wealth Partners
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 Scott Messinger | Eagle Strategies LLC other | Capstone Wealth Partners independent RIA | Other | Dec 24, 2009 | Oct 8, 2021 (4306 d) |
| Ryan Lee Sheppard | Eagle Strategies LLC other | Capstone Wealth Partners independent RIA | Other | Oct 14, 2009 | Jan 21, 2010 (99 d) |
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2 moves match.