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
AdvisorFromToTypeLeftRegistered
Louis Robert TzamalasMercer Global Advisors Inc. independent RIAVirtual Tax Planners state registeredRIA to a state-registered adviserDec 31, 2020Aug 7, 2023 (949 d)
Page 1 of 1