DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Portside Investment 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 |
|---|---|---|---|---|---|
| Michael T Holloway | Legacy Wealth Management, LLC unclassified | Portside Investment Advisors, LLC state registered | Other | Nov 26, 2019 | Jan 3, 2025 (1865 d) |
| Eric Alan Arvold | Edward Jones national BD | Portside Investment Advisors, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Nov 21, 2017 | Jan 3, 2025 (2600 d) |
Page 1 of 1
2 moves match.