DFX Intelligence
Advisor moves
Arrivals at Centerview Wealth Advisors, LLCWhat 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 |
|---|---|---|---|---|---|
| John Won-Il Mah | MML Investors Services, LLC other | Centerview Wealth Advisors, LLC state registered | Other | Feb 9, 2016 | Feb 6, 2016 |
| Richard Leon Ward | Cambridge Investment Research Advisors, Inc. other | Centerview Wealth Advisors, LLC state registered | Other | Nov 11, 2015 | Oct 7, 2015 |
| Clinton E Guyaux | MML Investors Services, LLC other | Centerview Wealth Advisors, LLC state registered | Other | Nov 25, 2014 | Dec 1, 2014 |
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