DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Techview Wealth Advisors 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 |
|---|---|---|---|---|---|
| William Melvin Hammond | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Techview Wealth Advisors LLC state registered | Wirehouse to a state-registered adviser | Dec 16, 2020 | Feb 12, 2026 (1884 d) |
| Matthew David Lewis | Morgan Stanley wirehouse | Techview Wealth Advisors LLC state registered | Wirehouse to a state-registered adviser | Aug 29, 2017 | Feb 7, 2018 (162 d) |
Page 1 of 1
2 moves match.