DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Burgeon Capital
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 |
|---|---|---|---|---|---|
| Brian Lee Fralin | Carter Advisory Services, Inc state registered | Burgeon Capital state registered | Other | Mar 26, 2012 | Mar 23, 2012 |
| Paul Caleb Brown | Strategic Financial Planning, Inc. other | Burgeon Capital state registered | Other | Sep 18, 2009 | Mar 8, 2012 (902 d) |
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2 moves match.