DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Johnson Private Wealth Management, 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 |
|---|---|---|---|---|---|
| Barbara A Johnson | Morgan Stanley wirehouse | Johnson Private Wealth Management, LLC state registered | Wirehouse to a state-registered adviser | Jan 22, 2014 | Jan 23, 2014 |
| John Anthony Machonga | Citizens Securities, Inc. other | Johnson Private Wealth Management, LLC state registered | Other | Jun 7, 2012 | Apr 15, 2015 (1042 d) |
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2 moves match.