DFX Intelligence
Advisor moves
Arrivals at B1b Financial Solutions
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 |
|---|---|---|---|---|---|
| Dean William Young | Mercer Global Advisors Inc. independent RIA | B1b Financial Solutions state registered | RIA to a state-registered adviser | Jan 4, 2024 | Jan 8, 2024 |
| Lance Patrick O'Neill | Hya Advisors, Inc independent RIA | B1b Financial Solutions state registered | RIA to a state-registered adviser | Nov 22, 2019 | Feb 20, 2020 (90 d) |
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2 moves match.