DFX Intelligence
Advisor moves
Arrivals at Milestones Private Investment Advisors LLCWhat a move isA 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 |
|---|---|---|---|---|---|
| Heather Ann Proctor | Wells Fargo Advisors wirehouse | Milestones Private Investment Advisors LLC independent RIA | Wirehouse to independent RIA | Sep 25, 2017 | Mar 18, 2019 (539 d) |
| Mark Thomas Buscher | Wells Fargo Advisors wirehouse | Milestones Private Investment Advisors LLC independent RIA | Wirehouse to independent RIA | Sep 25, 2017 | Jun 21, 2019 (634 d) |
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