DFX Intelligence
Advisor moves
Arrivals at Fineberg Financial Management LLCWhat 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.
1 move
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Marah Fineberg-Kuck | Wells Fargo Advisors wirehouse | Fineberg Financial Management LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 27, 2022 | Sep 23, 2022 |
Page 1 of 1