DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Hs Wealth Partners
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 |
|---|---|---|---|---|---|
| Daniel Louis Frattali | Cambridge Investment Research Advisors, Inc. BD affiliated | Hs Wealth Partners no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 20, 2024 | May 9, 2024 |
| Pete D Henderson | Cambridge Investment Research Advisors, Inc. BD affiliated | Hs Wealth Partners no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 17, 2024 | May 9, 2024 |
| Anthony Drew Steffan | Cambridge Investment Research Advisors, Inc. BD affiliated | Hs Wealth Partners no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 17, 2024 | May 9, 2024 |
| Joshalyn Rae Baca | Cambridge Investment Research Advisors, Inc. BD affiliated | Hs Wealth Partners no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 17, 2024 | May 9, 2024 |
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4 moves match.