DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Vault Wealth Strategies, 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 |
|---|---|---|---|---|---|
| Lindsey Nicole Beaman | Edward Jones national BD | Vault Wealth Strategies, LLC other | Other | Dec 8, 2020 | Dec 7, 2022 (729 d) |
| William Victor Malone | Edward Jones national BD | Vault Wealth Strategies, LLC other | Other | Oct 7, 2019 | Nov 15, 2019 (39 d) |
| Richard Craig Wilson | Pruco Securities, LLC other | Vault Wealth Strategies, LLC no RAUM | Other | Aug 3, 2017 | Jul 31, 2017 |
| Luke Zachary Milholland | Pruco Securities, LLC other | Vault Wealth Strategies, LLC no RAUM | Other | Jun 15, 2017 | Jun 13, 2017 |
| Derek Todd Dorris | Waddell & Reed other | Vault Wealth Strategies, LLC other | Other | Jul 19, 2010 | Jun 13, 2019 (3251 d) |
Page 1 of 1
5 moves match.