DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Decision Tree Advisor
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 |
|---|---|---|---|---|---|
| David Thomas Bass | Edward Jones national BD | Decision Tree Advisor state registered | Affiliated broker-dealer or bank to a state-registered adviser | May 6, 2021 | Aug 11, 2022 (462 d) |
Page 1 of 1
1 moves match.