DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Divvi Wealth Management
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 |
|---|---|---|---|---|---|
| Anthony Markland Donnelly | Edward Jones national BD | Divvi Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 1, 2022 | Apr 25, 2022 |
| Matthew Phillip Waldman | Raymond James & Associates, Inc. national BD | Divvi Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 17, 2004 | Feb 22, 2022 (6398 d) |
Page 1 of 1
2 moves match.