Advisor moves

Arrivals at Keen Capital, 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.

AdvisorFromToTypeLeftRegistered
Jerry John McdonnellAdvice And Planning Services otherKeen Capital, LLC independent RIAOtherOct 15, 2015Nov 8, 2025 (3677 d)
Thomas Joseph JenningsAdvice And Planning Services otherKeen Capital, LLC independent RIAOtherJan 13, 2012Nov 11, 2025 (5051 d)
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2 moves match.