DFX Intelligence
Advisor moves
Arrivals at Haas Financial, Inc.What 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 |
|---|---|---|---|---|---|
| David Robert Haas | Commonwealth Financial Network national BD | Haas Financial, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 1, 2024 | Jun 11, 2024 (102 d) |
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