DFX Intelligence
Advisor moves
Arrivals at Under Par Planning 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
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jeffrey Wolniewicz | Northwestern Mutual Investment Services,LLC no RAUM | Under Par Planning LLC state registered | Other | Dec 17, 2018 | Aug 31, 2021 (988 d) |
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