Advisor moves

Arrivals at Nextgen Wealth Defense 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.

AdvisorFromToTypeLeftRegistered
Jonathan Charles HurmEquitable Advisors, LLC national BDNextgen Wealth Defense LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserOct 17, 2024Feb 7, 2025 (113 d)
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1 moves match.