DFX Intelligence
Advisor moves
Arrivals at Prudent Wealthcare
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.
1 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Gage P Deyoung | Schwab Wealth Advisory, Inc. other | Prudent Wealthcare state registered | Other | Oct 1, 2015 | Jan 4, 2016 (95 d) |
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