DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Cruden Bay Investment Management, 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 |
|---|---|---|---|---|---|
| Jonathan Steven Herson | LPL Financial LLC other | Cruden Bay Investment Management, LLC independent RIA | Other | Dec 23, 2016 | Dec 16, 2025 (3280 d) |
| Andrew David Lowenstein | LPL Financial LLC other | Cruden Bay Investment Management, LLC independent RIA | Other | Dec 23, 2016 | Oct 17, 2025 (3220 d) |
| Selwyn Samuel Herson | LPL Financial LLC other | Cruden Bay Investment Management, LLC independent RIA | Other | Dec 23, 2016 | Dec 19, 2025 (3283 d) |
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3 moves match.