DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Bostonpremier Wealth
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 |
|---|---|---|---|---|---|
| Andrew Todd Kebalka | Commonwealth Financial Network national BD | Bostonpremier Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 1, 2024 | Jun 11, 2024 |
| Mark Robert Bossey | LPL Financial LLC BD affiliated | Bostonpremier Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 18, 2019 | Jan 29, 2016 |
| Ryan Douglas Marini | LPL Financial LLC BD affiliated | Bostonpremier Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 18, 2019 | Jan 29, 2016 |
| Joshua M Grieves | LPL Financial LLC BD affiliated | Bostonpremier Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 18, 2019 | Jan 29, 2016 |
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4 moves match.