DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Infinity Wealth Management, Inc.
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 |
|---|---|---|---|---|---|
| Marcus David Smith | Edward Jones national BD | Infinity Wealth Management, Inc. state registered | Affiliated broker-dealer or bank to a state-registered adviser | Oct 20, 2016 | Jan 6, 2017 (78 d) |
| Gary Anthony Wayne | Wells Fargo Advisors wirehouse | Infinity Wealth Management, Inc. state registered | Wirehouse to a state-registered adviser | Mar 15, 2004 | Jan 18, 2017 (4692 d) |
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2 moves match.