DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Oaktree Wealth Group 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 |
|---|---|---|---|---|---|
| David Yoon Chong | Schomer Wealth Advisors, LLC unclassified | Oaktree Wealth Group Inc. state registered | Other | Jun 24, 2022 | Apr 10, 2025 (1021 d) |
Page 1 of 1
1 moves match.