Advisor moves

Arrivals at Entelevest, 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.

AdvisorFromToTypeLeftRegistered
Brandon Alexander DiazEquitable Advisors, LLC national BDEntelevest, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 18, 2022Nov 21, 2022
Justin Alexander RamsEquitable Advisors, LLC national BDEntelevest, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 10, 2022Mar 21, 2022
Juan Pablo HanuszkiewiczEquitable Advisors, LLC national BDEntelevest, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 8, 2022Mar 15, 2022
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3 moves match.