Advisor moves

Arrivals at Twin Cities Wealth Strategies, Inc.

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
Dana Joseph MenardOsaic Wealth, Inc. otherTwin Cities Wealth Strategies, Inc. state registeredOtherFeb 24, 2017Feb 18, 2017
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1 moves match.