DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Hwc Financial
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 |
|---|---|---|---|---|---|
| Zachary Levine | LPL Financial LLC BD affiliated | Hwc Financial state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jun 24, 2024 | Feb 24, 2025 (245 d) |
| Kevin Michael Theissen | Skygate Financial Group, LLC unclassified | Hwc Financial state registered | Other | Mar 29, 2019 | Mar 7, 2019 |
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2 moves match.