DFX Intelligence
Advisor moves
Arrivals at Wealthlynk, Inc.
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 |
|---|---|---|---|---|---|
| Scott R. Weber | J.P. Morgan Securities LLC wirehouse | Wealthlynk, Inc. no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Aug 5, 2023 | Aug 7, 2023 |
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