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Advisor moves
Arrivals at Amazonite Investments 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Rodney W Mccauley | J.P. Morgan Securities LLC wirehouse | Amazonite Investments LLC state registered | Wirehouse to a state-registered adviser | Oct 8, 2023 | Dec 4, 2023 (57 d) |
| Willie Glover | Edward Jones national BD | Amazonite Investments LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Dec 20, 2022 | Apr 18, 2023 (119 d) |
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2 moves match.