Advisor moves

Arrivals at Evergreen Ria, 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.

AdvisorFromToTypeLeftRegistered
Steven Andrew JenningsB. Riley Wealth Advisors, Inc. otherEvergreen Ria, LLC state registeredOtherAug 15, 2012Jan 1, 2025 (4522 d)
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1 moves match.