DFX Intelligence
Advisor moves
Arrivals at Bell & Brown Wealth Advisors, 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.
3 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Lantz Edward Bell | RBC Capital Markets, LLC national BD | Bell & Brown Wealth Advisors, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 9, 2015 | May 11, 2015 |
| Jeffrey Harry Brown | RBC Capital Markets, LLC national BD | Bell & Brown Wealth Advisors, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 9, 2015 | May 12, 2015 |
| Marilyn Jean Horsley | RBC Capital Markets, LLC national BD | Bell & Brown Wealth Advisors, LLC other | Other | Jun 3, 2015 | Jan 4, 2016 (215 d) |
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