DFX Intelligence
Advisor moves
Arrivals at High Pines Wealth 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 |
|---|---|---|---|---|---|
| Jim Matthew Gibbons | Strategic Advisers LLC national BD | High Pines Wealth Management LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 7, 2017 | Jun 2, 2017 |
| Raymond Kevin Morris | Strategic Advisers LLC national BD | High Pines Wealth Management LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 1, 2016 | Jun 13, 2018 (681 d) |
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2 moves match.