DFX Intelligence
Advisor moves
Arrivals at Investlinc Wealth ServicesWhat 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.
3 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Rick Ronald Emmett | Investlinc Wealth Services unclassified | Investlinc Wealth Services independent RIA | Other | Nov 16, 2024 | Mar 27, 2026 (496 d) |
| West Alan Cohan | Investlinc Wealth Services unclassified | Investlinc Wealth Services independent RIA | Other | Nov 16, 2024 | Aug 25, 2024 |
| Diana Suzanne Kliche | National Planning Corporation ("Npc Of America" In Fl & Ny) other | Investlinc Wealth Services independent RIA | Other | Dec 3, 2014 | Sep 21, 2026 (4310 d) |
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