DFX Intelligence
Advisor moves
Arrivals at Northpointe Financial Advisors 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.
2 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Tammy M Kaiser | Lurie Davis Wealth Management LLC state registered | Northpointe Financial Advisors LLC state registered | Other | Jul 10, 2023 | Oct 13, 2023 (95 d) |
| Traci Aneice Johnson | Lurie Davis Wealth Management LLC state registered | Northpointe Financial Advisors LLC state registered | Other | May 2, 2023 | Oct 13, 2023 (164 d) |
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