Advisor moves

Arrivals at Chambers Financial 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
Wendy Rae LochPackerland Brokerage Services, Inc. independent RIAChambers Financial Group, LLC. state registeredRIA to a state-registered adviserMay 31, 2018Jul 21, 2026 (2973 d)
William Robert ChambersPackerland Brokerage Services, Inc. independent RIAChambers Financial Group, LLC. state registeredRIA to a state-registered adviserMay 31, 2018Jun 11, 2018
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2 moves match.