DFX Intelligence
Advisor moves
Arrivals at Kamichu Wealth Management LLCWhat a move isA 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.
1 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Maston Taylor Thornton | UBS Financial Services Inc. wirehouse | Kamichu Wealth Management LLC independent RIA | Wirehouse to independent RIA | Jun 25, 2018 | Nov 4, 2025 (2689 d) |
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