DFX Intelligence
Advisor moves
Arrivals at Pathview Wealth Advisors
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 |
|---|---|---|---|---|---|
| Lorenzo Andres Sanchez Lopez | Rowling & Associates independent RIA | Pathview Wealth Advisors independent RIA | RIA to RIA | Nov 9, 2020 | Mar 23, 2023 (864 d) |
| Shalmali Suhas Kulkarni | Rowling & Associates independent RIA | Pathview Wealth Advisors independent RIA | RIA to RIA | Nov 9, 2020 | Apr 21, 2023 (893 d) |
| Stephen Andrew Doster | Doster Financial Planning unclassified | Pathview Wealth Advisors independent RIA | Other | Feb 17, 2019 | Apr 21, 2023 (1524 d) |
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3 moves match.