DFX Intelligence
Advisor moves
Arrivals at Kovalcik & Geraghty Wealth Partners Llp
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.
3 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Michael Coletta | Edward Jones national BD | Kovalcik & Geraghty Wealth Partners Llp independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 1, 2020 | Dec 15, 2020 (75 d) |
| Stephen Patrick Geraghty | Raymond James Financial Services Advisors, Inc other | Kovalcik & Geraghty Wealth Partners Llp other | Other | Jan 9, 2012 | Jan 4, 2012 |
| Matthew Gerard Kovalcik | Raymond James Financial Services Advisors, Inc other | Kovalcik & Geraghty Wealth Partners Llp other | Other | Jan 9, 2012 | Jan 6, 2012 |
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