DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Retirement Roots Wealth Management LLC
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 |
|---|---|---|---|---|---|
| Melinda Kay Bell | Gradient Advisors, LLC independent RIA | Retirement Roots Wealth Management LLC state registered | RIA to a state-registered adviser | Dec 5, 2022 | Sep 7, 2022 |
Page 1 of 1
1 moves match.