DFX Intelligence
Advisor moves
Arrivals at Dynasty Financial Planners
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 |
|---|---|---|---|---|---|
| Jonathan Edward Messimer | Edward Jones national BD | Dynasty Financial Planners state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jun 28, 2017 | May 13, 2026 (3241 d) |
| Molly Mae Grubb | Cambridge Investment Research Advisors, Inc. other | Dynasty Financial Planners state registered | Other | Jun 26, 2017 | Jun 15, 2017 |
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