Advisor moves

Arrivals at Mikel Wealth Management

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.

1 moves
AdvisorFromToTypeLeftRegistered
Cindy Ann MikelSmith Wealth Advisors, LLC unclassifiedMikel Wealth Management state registeredOtherJul 31, 2024Jul 16, 2024
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