DFX Intelligence
Advisor moves
Arrivals at Key Wealth Advisors LLCWhat 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.
2 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| David Adam Elfenbein | Wells Fargo Advisors wirehouse | Key Wealth Advisors LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Nov 26, 2021 | Nov 21, 2021 |
| Eva Melissa Drew | Wells Fargo Advisors wirehouse | Key Wealth Advisors LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jul 12, 2021 | Jan 31, 2022 (203 d) |
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