DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Complete Wealth 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 |
|---|---|---|---|---|---|
| Matthew Charles Saller | Fidelity Personal And Workplace Advisors BD affiliated | Complete Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 17, 2018 | Mar 29, 2019 (193 d) |
| Jeremy Kyle David | J. W. Cole Advisors, Inc. other | Complete Wealth Management, LLC independent RIA | Other | Jul 28, 2017 | Jul 19, 2017 |
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2 moves match.