Advisor moves

Arrivals at Stroud Investment Consulting

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.

AdvisorFromToTypeLeftRegistered
Richard Albert StroudJ.P. Morgan Securities LLC wirehouseStroud Investment Consulting independent RIAWirehouse to independent RIAFeb 8, 2023May 24, 2023 (105 d)
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1 moves match.