DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Streamsong Advisors, 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 |
|---|---|---|---|---|---|
| Michael E O'Farrell | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Streamsong Advisors, LLC other | Other | Feb 15, 2024 | Apr 30, 2024 (75 d) |
| Cameron Thomas Staley | Pnc Wealth Management other | Streamsong Advisors, LLC no RAUM | Other | Oct 14, 2014 | Oct 16, 2014 |
| Thomas Austin Braun | Fifth Third Securities, Inc. other | Streamsong Advisors, LLC other | Other | Sep 17, 2014 | Jun 29, 2022 (2842 d) |
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3 moves match.