DFX Intelligence
Advisor moves
Arrivals at Stronghold Wealth Management L.L.C.What 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 |
|---|---|---|---|---|---|
| Richard Hamilton Alley | Ameriprise Financial Services, LLC national BD | Stronghold Wealth Management L.L.C. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 11, 2016 | Jul 9, 2016 |
| Keith Edward Downey | Harvard Advisors, L.L.C. unclassified | Stronghold Wealth Management L.L.C. independent RIA | Other | Aug 24, 2012 | Aug 13, 2012 |
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