DFX Intelligence
Advisor moves
Arrivals at San Francisco Wealth Planning 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 |
|---|---|---|---|---|---|
| Andrew Hills | Strategic Advisers LLC national BD | San Francisco Wealth Planning LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 15, 2025 | Jun 30, 2026 (258 d) |
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