DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Nolet Wealth Management, LLC
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 |
|---|---|---|---|---|---|
| Madison Raye Nadler | J.P. Morgan Securities LLC wirehouse | Nolet Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Jun 15, 2024 | Jan 28, 2026 (592 d) |
| Jared Dawson Cline | Cline Financial unclassified | Nolet Wealth Management, LLC no RAUM | Other | Dec 6, 2023 | Jan 8, 2024 (33 d) |
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2 moves match.