DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Finarc Investments, Inc.
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 |
|---|---|---|---|---|---|
| Kristina Regan | Strategic Advisers LLC national BD | Finarc Investments, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 2, 2020 | Aug 18, 2020 (138 d) |
| Matthew Craig Slaney | Finarc LLC other | Finarc Investments, Inc. other | Other | Sep 24, 2013 | Apr 2, 2013 |
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2 moves match.