DFX Intelligence
Advisor moves
Arrivals at Managed Wealth Advantage, LLCWhat 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.
1 move
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| David Dean Polatis | Voya Financial Advisors, Inc. other | Managed Wealth Advantage, LLC state registered | Other | Apr 7, 2003 | Oct 9, 2012 (3473 d) |
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