DFX Intelligence
Advisor moves
Arrivals at Romano 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 |
|---|---|---|---|---|---|
| Megan Naydenova | Morgan Stanley wirehouse | Romano Wealth Management independent RIA | Wirehouse to independent RIA | Apr 26, 2024 | Apr 29, 2024 |
| Kyle R Munson | Charles Schwab & Co., Inc. national BD | Romano Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 8, 2023 | Dec 11, 2023 |
| Eric Arthur Bederman | Bernardi Asset Management, LLC other | Romano Wealth Management other | Other | Jun 3, 2016 | Jun 15, 2016 |
| Peter Hemwall | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Romano Wealth Management other | Other | Sep 23, 2014 | Sep 24, 2014 |
| Osman Arain | Beacon Global Asset Management other | Romano Wealth Management other | Other | Feb 15, 2012 | Jul 28, 2017 (1990 d) |
| Scott M Miller | Charles Schwab & Co., Inc. national BD | Romano Wealth Management other | Other | Jan 19, 2010 | Oct 21, 2013 (1371 d) |
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6 moves match.