DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Mccollum Christoferson Group, 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 |
|---|---|---|---|---|---|
| Katherine Ann Christoferson | Wells Fargo Advisors wirehouse | Mccollum Christoferson Group, LLC independent RIA | Wirehouse to independent RIA | Nov 9, 2015 | Jun 22, 2021 (2052 d) |
| William Richard Deacon | Wells Fargo Advisors wirehouse | Mccollum Christoferson Group, LLC other | Other | Nov 9, 2015 | Jan 25, 2017 (443 d) |
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2 moves match.