Advisor moves

Arrivals at Blackston Financial Advisory Group, 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.

AdvisorFromToTypeLeftRegistered
April Sue HurlburtTruist Advisory Services, Inc. BD affiliatedBlackston Financial Advisory Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 20, 2024Jul 31, 2024 (41 d)
Brandon BeckBrookstone Capital Management LLC independent RIABlackston Financial Advisory Group, LLC independent RIARIA to RIAApr 4, 2019Jun 12, 2019 (69 d)
Travis Lee BenderRoyal Fund Management, LLC independent RIABlackston Financial Advisory Group, LLC independent RIARIA to RIADec 31, 2018Aug 13, 2018
David S BlackstonRoyal Fund Management, LLC independent RIABlackston Financial Advisory Group, LLC no RAUMRIA to a newly registered adviserDec 31, 2018Apr 9, 2018
William Andrew BlackstonRoyal Fund Management, LLC independent RIABlackston Financial Advisory Group, LLC no RAUMRIA to a newly registered adviserDec 31, 2018Apr 6, 2018
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5 moves match.