DFX Intelligence
Advisor moves
Arrivals at Pelican Advisory 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 |
|---|---|---|---|---|---|
| Gabriel Martin | LPL Financial LLC BD affiliated | Pelican Advisory LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 13, 2024 | Oct 11, 2024 (59 d) |
| Jack Branch | On Investment Management Co other | Pelican Advisory LLC independent RIA | Other | Dec 31, 2015 | Sep 17, 2024 (3183 d) |
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2 moves match.