DFX Intelligence
Advisor moves
Arrivals at Silvia Mccoll Wealth Management, 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 Gregory Mccoll | Morgan Stanley wirehouse | Silvia Mccoll Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Jun 4, 2018 | Oct 1, 2018 (119 d) |
| Brandon Glenn Silvia | Morgan Stanley wirehouse | Silvia Mccoll Wealth Management, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jun 4, 2018 | Jun 4, 2018 |
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2 moves match.