DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Paoli Financial Advisors, Ltd.
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 |
|---|---|---|---|---|---|
| Christopher Paul Nawn | Equitable Advisors, LLC national BD | Paoli Financial Advisors, Ltd. state registered | Affiliated broker-dealer or bank to a state-registered adviser | Apr 1, 2014 | Jan 4, 2016 (643 d) |
| Richard Lewis Switzer | Ensemble Financial Services, Inc. unclassified | Paoli Financial Advisors, Ltd. state registered | Other | Dec 31, 2010 | Jan 4, 2016 (1830 d) |
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2 moves match.