DFX Intelligence
Advisor moves
Arrivals at Shammas Financial PlanningWhat 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 |
|---|---|---|---|---|---|
| Peter James Shammas | Fidelity Personal And Workplace Advisors BD affiliated | Shammas Financial Planning state registered | Affiliated broker-dealer or bank to a state-registered adviser | Aug 10, 2023 | Jan 2, 2024 (145 d) |
Page 1 of 1