DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Collier Financial, Inc
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 |
|---|---|---|---|---|---|
| William Jacob Mcmannis | Advice And Planning Services BD affiliated | Collier Financial, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 13, 2020 | Dec 17, 2021 (399 d) |
| Brandon James Collier | Collier Associates, Financial Advisors, Inc. unclassified | Collier Financial, Inc independent RIA | Other | Mar 4, 2011 | Apr 7, 2015 (1495 d) |
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2 moves match.