DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Keep It Simple Financial Planning
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 |
|---|---|---|---|---|---|
| Craig Alan Stavely | Envisage Financial, LLC unclassified | Keep It Simple Financial Planning state registered | Other | Dec 31, 2021 | Jun 6, 2019 |
| Michael Allen Anderson | U.S. Bancorp Advisors, LLC other | Keep It Simple Financial Planning state registered | Other | Sep 4, 2015 | Mar 16, 2021 (2020 d) |
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2 moves match.