DFX Intelligence
Advisor moves
Arrivals at Sg Wealth Managers 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 |
|---|---|---|---|---|---|
| Matthew Saber | J.P. Morgan Securities LLC wirehouse | Sg Wealth Managers LLC state registered | Wirehouse to a state-registered adviser | Sep 21, 2020 | Nov 19, 2020 (59 d) |
| Eric Gomez | J.P. Morgan Securities LLC wirehouse | Sg Wealth Managers LLC state registered | Wirehouse to a state-registered adviser | Jul 30, 2020 | Nov 19, 2020 (112 d) |
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2 moves match.