DFX Intelligence
Advisor moves
Arrivals at The Menard Financial Group, 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 |
|---|---|---|---|---|---|
| Stephen Chadwick Scott | Eagle Strategies LLC BD affiliated | The Menard Financial Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 10, 2021 | Mar 2, 2021 |
| David Wayne Menard | Eagle Strategies LLC BD affiliated | The Menard Financial Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 5, 2018 | Dec 3, 2018 |
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2 moves match.