DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Firelands Wealth Management, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jeremy Adam Pifer | On Investment Management Co BD affiliated | Firelands Wealth Management, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jul 29, 2019 | Jul 26, 2019 |
| William C Murray | UBS Financial Services Inc. wirehouse | Firelands Wealth Management, LLC state registered | Wirehouse to a state-registered adviser | Apr 6, 2015 | May 12, 2015 (36 d) |
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2 moves match.