DFX Intelligence
Advisor moves
Arrivals at Bosman Wealth Management, 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.
1 move
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Michael Lee Bosman | LPL Financial LLC independent RIA | Bosman Wealth Management, LLC independent RIA | RIA to RIA | Dec 20, 2017 | Jan 1, 2025 (2569 d) |
Page 1 of 1