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.

AdvisorFromToTypeLeftRegistered
Bing CaoPlatinum Eco Capital, LLC unclassifiedSky Vision Wealth Management Corp. independent RIAOtherOct 7, 2022May 14, 2024 (585 d)
Howard Hong YeMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSky Vision Wealth Management Corp. independent RIAWirehouse to independent RIASep 8, 2010Jun 22, 2022 (4305 d)
Page 1 of 1
2 moves match.