DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Tred Avon Family Wealth, 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 |
|---|---|---|---|---|---|
| Gretchen P Straczewski | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Tred Avon Family Wealth, LLC independent RIA | Wirehouse to independent RIA | Jun 7, 2024 | Apr 11, 2025 (308 d) |
| Frances Elizabeth Spurry | LPL Financial LLC other | Tred Avon Family Wealth, LLC other | Other | Dec 8, 2014 | Feb 27, 2015 (81 d) |
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2 moves match.