Advisor moves

Arrivals at Arrow Wealth Advisory 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.

AdvisorFromToTypeLeftRegistered
Edward Joseph FinleyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseArrow Wealth Advisory LLC independent RIAWirehouse to independent RIAJul 3, 2018Jun 5, 2019 (337 d)
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1 moves match.