DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at F5 Financial Planning, L.L.C.
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 |
|---|---|---|---|---|---|
| Nicholas Connor Prigitano | Family Financial independent RIA | F5 Financial Planning, L.L.C. independent RIA | RIA to RIA | Oct 24, 2024 | Dec 16, 2024 (53 d) |
| Joshua Scott Duncan | Edward Jones national BD | F5 Financial Planning, L.L.C. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 30, 2018 | Nov 15, 2018 |
| Curtis Louis Stowers | Sebold Capital Management, Inc other | F5 Financial Planning, L.L.C. independent RIA | Other | Feb 26, 2014 | Mar 31, 2014 (33 d) |
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3 moves match.