DFX Intelligence
Advisor moves
Arrivals at Atwater Wealth Management, Inc.What a move isA 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.
3 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jacqueline Ann Waite | LPL Financial LLC BD affiliated | Atwater Wealth Management, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 16, 2024 | Dec 2, 2024 (108 d) |
| Caroline Anne Gaffney | LPL Financial LLC other | Atwater Wealth Management, Inc. independent RIA | Other | Oct 30, 2015 | Dec 23, 2014 |
| Caroline Anne Gaffney | P.L.A.N. unclassified | Atwater Wealth Management, Inc. independent RIA | Other | Nov 20, 2012 | Dec 23, 2014 (763 d) |
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