DFX Intelligence
Advisor moves
Arrivals at Buchanan Wealth Management
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 |
|---|---|---|---|---|---|
| Matthew Stewart Buchanan | LPL Financial LLC independent RIA | Buchanan Wealth Management no RAUM | Other | Feb 28, 2023 | Jan 30, 2022 |
| Goeun Choi | LPL Financial LLC BD affiliated | Buchanan Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 1, 2022 | Feb 28, 2023 (392 d) |
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2 moves match.