DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Bernard & Johnson Family Wealth Management
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 |
|---|---|---|---|---|---|
| Michael Leonard Bernard | Wells Fargo Advisors wirehouse | Bernard & Johnson Family Wealth Management no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jul 5, 2016 | Jun 30, 2016 |
| Rachael Marie Johnson | Wells Fargo Advisors wirehouse | Bernard & Johnson Family Wealth Management no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jul 5, 2016 | Jul 1, 2016 |
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2 moves match.