DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Tidwell Wealth Management 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Ivan Jay Tidwell | Peak Investment Solutions, LLC other | Tidwell Wealth Management LLC independent RIA | Other | Oct 13, 2020 | Jan 1, 2026 (1906 d) |
| Kevin Thomas Wells | Peak Investment Solutions, LLC other | Tidwell Wealth Management LLC independent RIA | Other | Oct 13, 2020 | Jun 12, 2020 |
| Michael Thomas Wells | Peak Investment Solutions, LLC other | Tidwell Wealth Management LLC independent RIA | Other | Oct 13, 2020 | Jun 12, 2020 |
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3 moves match.