DFX Intelligence
Advisor moves
Arrivals at Pacific Oak Financial Planning LLCWhat a move isA 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.
1 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Shonty Aye Spatola | Avantax Advisory Services other | Pacific Oak Financial Planning LLC state registered | Other | Jun 16, 2015 | Apr 16, 2021 (2131 d) |
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