Advisor moves

Arrivals at Endeavor Advisors 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.

AdvisorFromToTypeLeftRegistered
Lucas Todd BarnardMorgan Stanley wirehouseEndeavor Advisors LLC formerOtherMar 12, 2025Apr 23, 2025 (42 d)
Ajay Jitendra VadukulLifetyme Financial Advisors, LLC state registeredEndeavor Advisors LLC independent RIAOtherJun 19, 2020Jan 1, 2025 (1657 d)
Charles Hong LuongLifetyme Financial Advisors, LLC state registeredEndeavor Advisors LLC formerOtherJun 19, 2020Jul 29, 2020 (40 d)
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3 moves match.