DFX Intelligence
Advisor moves
Arrivals at Westward Planning Group
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.
1 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Robert Bernard Winkelman | LPL Financial LLC other | Westward Planning Group state registered | Other | Jul 14, 2014 | Jun 27, 2019 (1809 d) |
Page 1 of 1