DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Wms Wealth Planners
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 |
|---|---|---|---|---|---|
| Herman Laibe Kahn | Kestra Advisory Services, LLC BD affiliated | Wms Wealth Planners no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 1, 2020 | Jan 14, 2020 |
| Aaron Harold Kahn | Kestra Advisory Services, LLC BD affiliated | Wms Wealth Planners no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 1, 2020 | Jan 13, 2020 |
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2 moves match.