DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Csg Financial
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 |
|---|---|---|---|---|---|
| Shane Arthur Galante | Cetera Investment Advisers LLC BD affiliated | Csg Financial state registered | Affiliated broker-dealer or bank to a state-registered adviser | Mar 22, 2024 | May 23, 2024 (62 d) |
| Steven Patrick Calio | Cetera Investment Advisers LLC BD affiliated | Csg Financial state registered | Affiliated broker-dealer or bank to a state-registered adviser | Mar 19, 2024 | May 23, 2024 (65 d) |
| Zachary Joseph Stone | Cetera Investment Advisers LLC BD affiliated | Csg Financial state registered | Affiliated broker-dealer or bank to a state-registered adviser | Mar 19, 2024 | May 23, 2024 (65 d) |
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3 moves match.