DFX Intelligence
Advisor moves
Arrivals at Servatus CapitalWhat a move isA 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.
2 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Robert Duffy Dunn | Pure Strike Capital, LLC unclassified | Servatus Capital independent RIA | Other | Sep 18, 2023 | Nov 10, 2023 (53 d) |
| Daniel Gerard Stephen | Stifel, Nicolaus & Company, Incorporated national BD | Servatus Capital independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 11, 2013 | Mar 26, 2021 (2965 d) |
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