DFX Intelligence
Advisor moves
Arrivals at Core Partners
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.
4 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Susan Lynn Burnett | Cornerstone Registered Investment Advisors unclassified | Core Partners state registered | Other | Dec 7, 2020 | Feb 28, 2020 |
| Tristen O Neal Cleve | Sagepoint Financial, Inc. BD affiliated | Core Partners state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jan 31, 2020 | Feb 4, 2020 |
| Lawrence John Dove | Sagepoint Financial, Inc. BD affiliated | Core Partners state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jun 6, 2019 | Jul 17, 2019 (41 d) |
| Richard Aaron Paul Girard | Sagepoint Financial, Inc. BD affiliated | Core Partners state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jun 6, 2019 | Jul 15, 2019 (39 d) |
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