DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at White Knight Strategic Wealth Advisors, LLC
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 |
|---|---|---|---|---|---|
| Evasio Rosales Cagande | Ameriprise Financial Services, LLC national BD | White Knight Strategic Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 24, 2019 | Jan 1, 2026 (2353 d) |
| Simmerpal Kaur Bains | Ameriprise Financial Services, LLC national BD | White Knight Strategic Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 24, 2019 | Jan 1, 2026 (2353 d) |
| Harpreet Singh Mangat | Ameriprise Financial Services, LLC national BD | White Knight Strategic Wealth Advisors, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 24, 2019 | Jul 22, 2019 |
| Daniel William Clifford | Ameriprise Financial Services, LLC national BD | White Knight Strategic Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 24, 2019 | Jan 1, 2026 (2353 d) |
| Karamjeet Singh Mangat | Ameriprise Financial Services, LLC national BD | White Knight Strategic Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 23, 2019 | Jan 1, 2026 (2354 d) |
| Paul Thomas Burcher | Ameriprise Financial Services, LLC national BD | White Knight Strategic Wealth Advisors, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 23, 2019 | Jul 22, 2019 |
| Hyder Nihal Agha | Ameriprise Financial Services, LLC national BD | White Knight Strategic Wealth Advisors, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 23, 2019 | Aug 8, 2019 |
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7 moves match.