DFX Intelligence
Advisor moves
Arrivals at North Scottsdale Wealth Advisors, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| David Alan Kahn | Morgan Stanley wirehouse | North Scottsdale Wealth Advisors, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 9, 2016 | Sep 28, 2016 |
Page 1 of 1
1 moves match.