DFX Intelligence
Advisor moves
Arrivals at Piccolo Investment Consulting, 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.
2 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| James Allen Chick | Edward Jones national BD | Piccolo Investment Consulting, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jun 6, 2024 | Jun 4, 2024 |
| David Aaron Piccolo | Msi Financial Services, Inc. other | Piccolo Investment Consulting, LLC state registered | Other | Apr 7, 2014 | Mar 20, 2014 |
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