DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Wealthtrak Advisors
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 |
|---|---|---|---|---|---|
| Benjamin Neil Hawkins | Securities America Advisors, Inc. BD affiliated | Wealthtrak Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 21, 2020 | Dec 21, 2020 |
| Tracy Wayne Whited | First Allied Advisory Services, Inc. other | Wealthtrak Advisors independent RIA | Other | Mar 29, 2012 | Apr 3, 2012 |
| Ronald Christopher Whited | First Allied Advisory Services, Inc. other | Wealthtrak Advisors independent RIA | Other | Mar 29, 2012 | Jan 25, 2012 |
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3 moves match.