DFX Intelligence
Advisor moves
Arrivals at Sikorski Wealth Management, 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 |
|---|---|---|---|---|---|
| Kyle Maurice Kiser | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sikorski Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Dec 8, 2025 | Jan 13, 2026 (36 d) |
| Alex Matthew Zubak | Edward Jones national BD | Sikorski Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 3, 2024 | Apr 15, 2025 (286 d) |
| Jesse Drew Sikorski | Edward Jones national BD | Sikorski Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 21, 2021 | Jun 18, 2021 |
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3 moves match.