DFX Intelligence
Advisor moves
Arrivals at Sagepro Wealth ManagementWhat 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 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Uttam Doulatram Bharwani | Osaic Fa, Inc. other | Sagepro Wealth Management state registered | Other | Mar 15, 2005 | Nov 25, 2020 (5734 d) |
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