DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Boardwalk 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 |
|---|---|---|---|---|---|
| Fadi Issa | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Boardwalk Wealth Management state registered | Wirehouse to a state-registered adviser | Apr 29, 2019 | Jan 9, 2025 (2082 d) |
Page 1 of 1
1 moves match.