DFX Intelligence
Advisor moves
Arrivals at Hastie Financial GroupWhat 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 |
|---|---|---|---|---|---|
| Haley Marie Hitchman | LPL Financial LLC independent RIA | Hastie Financial Group state registered | RIA to a state-registered adviser | Nov 15, 2018 | Jun 12, 2012 |
| William Joseph Hastie | Hayashi & Wayland Wealth Management, LLC unclassified | Hastie Financial Group state registered | Other | Jan 5, 2013 | Jun 12, 2012 |
Page 1 of 1