Advisor moves

Arrivals at Zen Trends Capital 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
Cody Douglas FreemanFreeman Capital Management, LLC independent RIAZen Trends Capital LLC state registeredRIA to a state-registered adviserApr 20, 2021Feb 25, 2021
Page 1 of 1
1 moves match.