DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Perissos Private Wealth Management
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 |
|---|---|---|---|---|---|
| Christi Suzanne Powell | Falcon Financial Of Oklahoma, LLC unclassified | Perissos Private Wealth Management independent RIA | Other | Mar 18, 2024 | Dec 15, 2023 |
| Brandon Heath Vanlandingham | Trac Wealth Management, Inc state registered | Perissos Private Wealth Management independent RIA | Other | Nov 18, 2019 | Feb 4, 2020 (78 d) |
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2 moves match.