DFX Intelligence
Advisor moves
Arrivals at Outlier Financial Partners, 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 |
|---|---|---|---|---|---|
| Justin Michael Owen | Owen Financial Planning, LLC unclassified | Outlier Financial Partners, LLC state registered | Other | Dec 31, 2024 | Jun 7, 2024 |
| Levi Taylor Calhoun | Owen Financial Planning, LLC unclassified | Outlier Financial Partners, LLC state registered | Other | Dec 31, 2024 | Jun 20, 2024 |
| Nathan Granzin | Owen Financial Planning, LLC unclassified | Outlier Financial Partners, LLC state registered | Other | Aug 15, 2024 | Jul 15, 2024 |
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3 moves match.