DFX Intelligence
Advisor moves
Arrivals at Carriage House Planning LLCWhat 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.
1 move
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Casey Vance Fulp | Waller & Wax Advisors, Inc. unclassified | Carriage House Planning LLC state registered | Other | Jan 31, 2019 | Jul 21, 2020 (537 d) |
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