DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Kipos Wealth

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.

2 moves
AdvisorFromToTypeLeftRegistered
Nathan William GravesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseKipos Wealth independent RIAWirehouse to independent RIADec 5, 2023Dec 22, 2023
Alexander James BischoffMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseKipos Wealth independent RIAWirehouse to independent RIAJan 17, 2023Oct 12, 2023 (268 d)
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