DFX Intelligence
Advisor moves
Arrivals at Bone Fide WealthWhat a move isA 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.
1 move
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Douglas Adam Boneparth | Commonwealth Financial Network national BD | Bone Fide Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 23, 2019 | Jun 19, 2019 |
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