DFX Intelligence
Advisor moves
Arrivals at Liberty One Wealth Advisors
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 |
|---|---|---|---|---|---|
| Christopher Raymond Klein | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Liberty One Wealth Advisors independent RIA | Wirehouse to independent RIA | Feb 22, 2022 | Feb 18, 2022 |
| Jacky Louis Petit-Homme | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Liberty One Wealth Advisors independent RIA | Wirehouse to independent RIA | Sep 13, 2021 | Sep 12, 2021 |
| Guilian Dileonardo | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Liberty One Wealth Advisors independent RIA | Wirehouse to independent RIA | Sep 13, 2021 | Sep 12, 2021 |
| Fan Feng | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Liberty One Wealth Advisors independent RIA | Wirehouse to independent RIA | Sep 13, 2021 | Sep 12, 2021 |
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4 moves match.