DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Sky Vision Wealth Management Corp.
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 |
|---|---|---|---|---|---|
| Bing Cao | Platinum Eco Capital, LLC unclassified | Sky Vision Wealth Management Corp. independent RIA | Other | Oct 7, 2022 | May 14, 2024 (585 d) |
| Howard Hong Ye | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sky Vision Wealth Management Corp. independent RIA | Wirehouse to independent RIA | Sep 8, 2010 | Jun 22, 2022 (4305 d) |
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2 moves match.