DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Lake Hills 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 |
|---|---|---|---|---|---|
| Kurt Jason Gunter | Wells Fargo Advisors wirehouse | Lake Hills Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Dec 2, 2020 | Mar 21, 2021 (109 d) |
| Jack Charles Marino | Morgan Stanley wirehouse | Lake Hills Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Feb 21, 2017 | Feb 23, 2017 |
| Jason Edward Clevlen | Ameriprise Financial Services, LLC national BD | Lake Hills Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 14, 2017 | Feb 17, 2017 |
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3 moves match.