DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Northeast Advisory Group, 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 |
|---|---|---|---|---|---|
| Edward J Gilmartin | LPL Financial LLC independent RIA | Northeast Advisory Group, LLC state registered | RIA to a state-registered adviser | Mar 20, 2018 | Sep 10, 2019 (539 d) |
| Susan L Sariti | LPL Financial LLC other | Northeast Advisory Group, LLC state registered | Other | Feb 3, 2017 | Jun 9, 2017 (126 d) |
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2 moves match.