DFX Intelligence
Advisor moves
Arrivals at Virtual Tax Planners
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.
1 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Louis Robert Tzamalas | Mercer Global Advisors Inc. independent RIA | Virtual Tax Planners state registered | RIA to a state-registered adviser | Dec 31, 2020 | Aug 7, 2023 (949 d) |
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