DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Masters Legacy Planning
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 |
|---|---|---|---|---|---|
| Todd Christopher Chamberlain | Commonwealth Financial Network national BD | Masters Legacy Planning no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 26, 2018 | Jul 16, 2018 |
| Jacob R. Mack | Commonwealth Financial Network national BD | Masters Legacy Planning no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 26, 2018 | Jul 16, 2018 |
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2 moves match.