Advisor moves

Arrivals at Seattle 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.

AdvisorFromToTypeLeftRegistered
Dan Dae Young UhmAmerican Institutional Assets, LLC no RAUMSeattle Wealth Management LLC independent RIAOtherDec 31, 2020Dec 7, 2022 (706 d)
Eric Arthur JohnsonCommonwealth Financial Network national BDSeattle Wealth Management LLC otherOtherMar 7, 2017Aug 24, 2017 (170 d)
Dan Dae Young UhmCommonwealth Financial Network national BDSeattle Wealth Management LLC otherOtherMar 7, 2017Aug 23, 2017 (169 d)
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3 moves match.