DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Genesis Wealth Management, Inc.
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 |
|---|---|---|---|---|---|
| John William Shea | Msi Financial Services, Inc. other | Genesis Wealth Management, Inc. other | Other | Jan 12, 2017 | Apr 10, 2017 (88 d) |
| Mario Yngerto | Self Worth Financial Planning LLC unclassified | Genesis Wealth Management, Inc. other | Other | Nov 30, 2011 | May 24, 2011 |
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2 moves match.