DFX Intelligence
Advisor moves
Arrivals at Total Wealth SolutionsWhat a move isA 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 |
|---|---|---|---|---|---|
| Imran Jaffer Thanvi | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Total Wealth Solutions independent RIA | Wirehouse to independent RIA | Oct 22, 2003 | Nov 27, 2023 (7341 d) |
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