Advisor moves

Arrivals at Provisor Asset 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.

AdvisorFromToTypeLeftRegistered
Todd Curtis AllenOn Investment Management Co BD affiliatedProvisor Asset Management LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserNov 16, 2021Dec 3, 2021
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1 moves match.