Advisor moves

Arrivals at Omniwealth Investments 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.

1 moves
AdvisorFromToTypeLeftRegistered
Joshua Aaron KnaussIntegrity Alliance, LLC independent RIAOmniwealth Investments LLC state registeredRIA to a state-registered adviserNov 29, 2019Nov 22, 2019
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