DFX Intelligence
Advisor moves
Arrivals at Carolina Wealth Strategies, 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 |
|---|---|---|---|---|---|
| Allen James Bass | Next Financial Group, Inc. other | Carolina Wealth Strategies, LLC state registered | Other | Jul 23, 2014 | May 14, 2026 (4313 d) |
Page 1 of 1
1 moves match.