DFX Intelligence
Advisor moves
Arrivals at E. E. Powell & Company Inc.
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 |
|---|---|---|---|---|---|
| Joann Canice Rodkey | Osaic Wealth, Inc. BD affiliated | E. E. Powell & Company Inc. state registered | Affiliated broker-dealer or bank to a state-registered adviser | Apr 2, 2025 | Dec 17, 2025 (259 d) |
| Joseph M Niesslein | Robert W. Baird & Co. Incorporated mixed wealth | E. E. Powell & Company Inc. state registered | RIA to a state-registered adviser | Apr 9, 2023 | Jan 11, 2024 (277 d) |
| Lee David Moffatt | Janney Montgomery Scott LLC other | E. E. Powell & Company Inc. state registered | Other | Mar 25, 2009 | Sep 13, 2022 (4920 d) |
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3 moves match.