Advisor moves

Arrivals at Kfico, LLC Registered Investment Advisor

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.

AdvisorFromToTypeLeftRegistered
Bhoopinder Singh KohliSurya Capital, LLC state registeredKfico, LLC Registered Investment Advisor state registeredOtherAug 10, 2018Jan 1, 2026 (2701 d)
Bhoopinder Singh KohliMcl Financial Group, Inc. unclassifiedKfico, LLC Registered Investment Advisor state registeredOtherJan 28, 2011Jan 6, 2011
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2 moves match.