DFX Intelligence
Advisor moves
Arrivals at Ongoing Wealth ManagementWhat a move isA 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.
2 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Manuel Alejandro Navarro | Ameriprise Financial Services, LLC national BD | Ongoing Wealth Management state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jul 18, 2022 | Apr 29, 2026 (1381 d) |
| David Barclay Wilson | Ameriprise Financial Services, LLC national BD | Ongoing Wealth Management state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jul 12, 2022 | Jul 17, 2025 (1101 d) |
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