DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Oak Asset 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 |
|---|---|---|---|---|---|
| Jack Travis Noe | Wells Fargo Advisors wirehouse | Oak Asset Management, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 9, 2017 | May 8, 2017 |
| Janet Marie Robinson | Wells Fargo Advisors wirehouse | Oak Asset Management, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 9, 2017 | May 8, 2017 |
| David Brian Watson | Wells Fargo Advisors wirehouse | Oak Asset Management, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 9, 2017 | May 8, 2017 |
| Thomas Joseph Robertson | Wells Fargo Advisors wirehouse | Oak Asset Management, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 9, 2017 | May 8, 2017 |
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4 moves match.