DFX Intelligence
Advisor moves
Arrivals at Vantage 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.
1 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Weston Charles Haaf | Fidelity Personal And Workplace Advisors BD affiliated | Vantage Wealth Management LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Mar 8, 2023 | Mar 6, 2023 |
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