DFX Intelligence
Advisor moves
Arrivals at Summit Investments And Financial PlanningWhat 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 |
|---|---|---|---|---|---|
| Michael Mcgill | Ameriprise Financial Services, LLC national BD | Summit Investments And Financial Planning state registered | Affiliated broker-dealer or bank to a state-registered adviser | Nov 4, 2022 | Nov 22, 2022 |
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