DFX Intelligence
Advisor moves
Arrivals at Capital Financial Planners, LLCWhat a move isA 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.
2 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Nicholas Jay Grove | Edward Jones national BD | Capital Financial Planners, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Nov 30, 2011 | Nov 29, 2011 |
| Amie A Varnado | Acadiana Wealth Management, LLC unclassified | Capital Financial Planners, LLC state registered | Other | Nov 29, 2011 | Sep 7, 2011 |
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