DFX Intelligence
Advisor moves
Arrivals at Stonecreek Private Wealth, 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 |
|---|---|---|---|---|---|
| Todd Alan Frederick | Fidelity Personal And Workplace Advisors BD affiliated | Stonecreek Private Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 1, 2021 | Oct 21, 2022 (385 d) |
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