DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at 1230 Advisors, 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 |
|---|---|---|---|---|---|
| Anthony Schiff | J.P. Morgan Securities LLC wirehouse | 1230 Advisors, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 14, 2021 | May 9, 2021 |
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1 moves match.