Advisor moves

Arrivals at Atlas Wealth Partners 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.

AdvisorFromToTypeLeftRegistered
Michael Joseph JanvrinLPL Financial LLC otherAtlas Wealth Partners LLC no RAUMOtherSep 25, 2015Oct 1, 2015
Sean Patrick McculloughMorgan Stanley wirehouseAtlas Wealth Partners LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Sep 15, 2015Oct 1, 2015
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2 moves match.