DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Indelible Wealth Group
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 |
|---|---|---|---|---|---|
| John Joseph Gutierrez | Schwab Wealth Advisory, Inc. BD affiliated | Indelible Wealth Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 21, 2019 | Aug 27, 2019 |
| Carshon Renee Rodgers | Belpointe Asset Management LLC other | Indelible Wealth Group independent RIA | Other | Jan 19, 2018 | Dec 1, 2017 |
| Lawrence Dean Gale | Schwab Wealth Advisory, Inc. other | Indelible Wealth Group independent RIA | Other | Feb 2, 2016 | Jan 19, 2017 (352 d) |
| Jason Matthew Brooks | Schwab Wealth Advisory, Inc. other | Indelible Wealth Group independent RIA | Other | Apr 18, 2013 | Jun 12, 2013 (55 d) |
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4 moves match.