DFX Intelligence
Advisor moves
Arrivals at Swad Wealth Management 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 |
|---|---|---|---|---|---|
| Kevin Zachariah Swad | Charles Schwab & Co., Inc. national BD | Swad Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 24, 2022 | Jan 1, 2025 (983 d) |
Page 1 of 1
1 moves match.