DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Intrepid Wealth Partners, 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 |
|---|---|---|---|---|---|
| Drew Faloon | Eagle Strategies LLC BD affiliated | Intrepid Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 7, 2023 | Aug 11, 2023 |
| Derek N.H. Notman | Eagle Strategies LLC BD affiliated | Intrepid Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 7, 2022 | May 11, 2022 (124 d) |
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2 moves match.