DFX Intelligence
Advisor moves
Arrivals at Lloyds Intrepid Wealth ManagementWhat a move isA 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.
2 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Robert Joseph Lloyd | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Lloyds Intrepid Wealth Management state registered | Wirehouse to a state-registered adviser | Jun 18, 2020 | Jul 8, 2020 |
| Christopher Henry Lloyd | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Lloyds Intrepid Wealth Management state registered | Wirehouse to a state-registered adviser | Jun 18, 2020 | Jul 8, 2020 |
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