DFX Intelligence
Advisor moves
Arrivals at Zeiser 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.
2 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Christal Maylee Green | LPL Financial LLC other | Zeiser Wealth Management LLC state registered | Other | Mar 13, 2017 | Mar 1, 2017 |
| Jared Ray Zeiser | LPL Financial LLC other | Zeiser Wealth Management LLC state registered | Other | Mar 13, 2017 | Mar 1, 2017 |
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