DFX Intelligence
Advisor moves
Arrivals at Boyer Financial Services, Inc.What a move isA 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.
2 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Mark Hearn Boyer | LPL Financial LLC BD affiliated | Boyer Financial Services, Inc. no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 31, 2024 | Sep 10, 2024 |
| Jason Raymond Jacobi | LPL Financial LLC BD affiliated | Boyer Financial Services, Inc. no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 16, 2024 | Sep 10, 2024 |
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