DFX Intelligence
Advisor moves
Arrivals at Tara Wealth
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 |
|---|---|---|---|---|---|
| Amber Schiffert | MML Investors Services, LLC BD affiliated | Tara Wealth state registered | Affiliated broker-dealer or bank to a state-registered adviser | Sep 27, 2023 | Oct 17, 2023 |
| Amanda Marie Dargie Decesar | MML Investors Services, LLC BD affiliated | Tara Wealth state registered | Affiliated broker-dealer or bank to a state-registered adviser | Feb 10, 2023 | Oct 17, 2023 (249 d) |
Page 1 of 1
2 moves match.