DFX Intelligence
Advisor moves
Arrivals at Collective Wealth, 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 |
|---|---|---|---|---|---|
| James Nicholas Jackson | Cambridge Investment Research Advisors, Inc. BD affiliated | Collective Wealth, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Mar 30, 2022 | Aug 25, 2022 (148 d) |
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1 moves match.