DFX Intelligence
Advisor moves
Arrivals at Goalfusion Wealth Management
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 |
|---|---|---|---|---|---|
| Cary Patrick Laudadio | Ameriprise Financial Services, LLC national BD | Goalfusion Wealth Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 27, 2020 | Jul 17, 2020 |
| Jared W Mcbride | Ameriprise Financial Services, LLC national BD | Goalfusion Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 17, 2020 | Oct 18, 2020 (93 d) |
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2 moves match.