DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Smolin Wealth 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 |
|---|---|---|---|---|---|
| Theodore S Byer | Cetera Investment Advisers LLC BD affiliated | Smolin Wealth Advisors, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jan 7, 2026 | Aug 22, 2024 |
| Theodore S Byer | Strategic Advisory Group LLC unclassified | Smolin Wealth Advisors, LLC state registered | Other | Dec 31, 2010 | Jan 24, 2014 (1120 d) |
Page 1 of 1
2 moves match.