DFX Intelligence
Advisor moves
Arrivals at Longest & Young, LLC
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 |
|---|---|---|---|---|---|
| Patrick John Young | Empower Advisory Group, LLC BD affiliated | Longest & Young, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jul 1, 2025 | Jul 29, 2025 |
| James Brian Longest | Morgan Stanley wirehouse | Longest & Young, LLC state registered | Wirehouse to a state-registered adviser | Dec 5, 2012 | Jan 1, 2025 (4410 d) |
| Patrick John Young | Morgan Stanley wirehouse | Longest & Young, LLC state registered | Wirehouse to a state-registered adviser | Aug 24, 2012 | Dec 5, 2012 (103 d) |
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3 moves match.