DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Palogic Value Management, L.P.
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 |
|---|---|---|---|---|---|
| James Robert Peters | Peters Wealth Management, LLC independent RIA | Palogic Value Management, L.P. asset manager | Other | Jun 2, 2022 | May 3, 2022 |
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1 moves match.