DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Final Ascent Wealth 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 |
|---|---|---|---|---|---|
| Edward Scott Shea | Ahrens Investment Partners, LLC independent RIA | Final Ascent Wealth Advisors, LLC state registered | RIA to a state-registered adviser | Jul 12, 2022 | Jul 21, 2022 |
| Chase Christopher Kenner | Fidelity Personal And Workplace Advisors BD affiliated | Final Ascent Wealth Advisors, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Feb 23, 2021 | Apr 27, 2021 (63 d) |
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2 moves match.