DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Diligent Investors, 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 |
|---|---|---|---|---|---|
| James Felix Jebbia | Morgan Stanley wirehouse | Diligent Investors, LLC independent RIA | Wirehouse to independent RIA | Feb 25, 2019 | Feb 19, 2019 |
| Henk Juergen Fischer | Morgan Stanley wirehouse | Diligent Investors, LLC other | Other | Apr 11, 2016 | Mar 18, 2016 |
| James Allen Wilson | Morgan Stanley wirehouse | Diligent Investors, LLC other | Other | Apr 11, 2016 | Mar 18, 2016 |
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3 moves match.