DFX Intelligence
Advisor moves
Arrivals at Rook Strategies Wealth Management, PllcWhat a move isA 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.
1 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Benny Andrew Ynfante | Mutual Of Omaha Investor Services, Inc. no RAUM | Rook Strategies Wealth Management, Pllc state registered | Other | Aug 23, 2021 | Nov 22, 2021 (91 d) |
Page 1 of 1