DFX Intelligence
Advisor moves
Arrivals at Decca Private Wealth Management, 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.
2 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jon Carlo Lopresti | J.P. Morgan Securities LLC wirehouse | Decca Private Wealth Management, Inc. state registered | Wirehouse to a state-registered adviser | Oct 25, 2022 | Oct 13, 2023 (353 d) |
| Randall Kent Rubin | Barnes & Company Investment Counsel, LLC state registered | Decca Private Wealth Management, Inc. state registered | Other | Jan 4, 2022 | Jan 4, 2024 (730 d) |
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