DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Mirretti Perryman Wealth Strategies, 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 |
|---|---|---|---|---|---|
| Timothy Christian Perryman | Raymond James Financial Services Advisors, Inc BD affiliated | Mirretti Perryman Wealth Strategies, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 9, 2022 | Apr 15, 2022 |
| Bronwyn Noreen Mirretti | Raymond James Financial Services Advisors, Inc BD affiliated | Mirretti Perryman Wealth Strategies, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 9, 2022 | Apr 15, 2022 |
| Dominic Stephen Mirretti | Raymond James Financial Services Advisors, Inc BD affiliated | Mirretti Perryman Wealth Strategies, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 9, 2022 | Apr 18, 2022 |
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3 moves match.