Advisor moves

Arrivals at Blue Curve 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.

1 moves
AdvisorFromToTypeLeftRegistered
Thomas Austin WebbertOsaic Wealth, Inc. BD affiliatedBlue Curve Advisory, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserJan 23, 2025Jan 29, 2025
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