Advisor moves

Arrivals at Red Mountain Financial Partners

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.

AdvisorFromToTypeLeftRegistered
David Lee RickSecurities America Advisors, Inc. otherRed Mountain Financial Partners independent RIAOtherNov 24, 2003Sep 28, 2021 (6518 d)
Page 1 of 1
1 moves match.