DFX Intelligence
Advisor moves
Arrivals at Fundamental Investment Services, 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 |
|---|---|---|---|---|---|
| Jose A Santamaria | Zink Wealth Solutions LLC state registered | Fundamental Investment Services, LLC no RAUM | Other | Jan 10, 2024 | Jun 12, 2024 (154 d) |
| Gustavo A. Cano | Pnc Managed Account Solutions, Inc. BD affiliated | Fundamental Investment Services, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 29, 2021 | Jun 12, 2024 (1140 d) |
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2 moves match.