DFX Intelligence
Advisor moves
Arrivals at Kwb Wealth
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 |
|---|---|---|---|---|---|
| Aaron Mathew Garcia | LPL Enterprise, LLC BD affiliated | Kwb Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 3, 2025 | Nov 20, 2025 (48 d) |
| Steven Daniel Gormley | Copeland Wealth Management unclassified | Kwb Wealth no RAUM | Other | Oct 4, 2010 | May 18, 2020 (3514 d) |
| Michael Nabil Razzouk | LPL Financial LLC other | Kwb Wealth no RAUM | Other | Jul 13, 2009 | May 15, 2020 (3959 d) |
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3 moves match.