DFX Intelligence
Advisor moves
Arrivals at Plagens & Taylor 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Katy Lin Taylor | Dreher Investment Services, Inc. independent RIA | Plagens & Taylor Wealth Management no RAUM | RIA to a newly registered adviser | Jun 17, 2025 | Mar 28, 2025 |
| Spencer Judson Plagens | Dreher Investment Services, Inc. independent RIA | Plagens & Taylor Wealth Management no RAUM | RIA to a newly registered adviser | Jun 17, 2025 | Mar 28, 2025 |
| Charles Dreher Robertson | Dreher Investment Services, Inc. independent RIA | Plagens & Taylor Wealth Management no RAUM | RIA to a newly registered adviser | Jun 17, 2025 | Mar 28, 2025 |
| Rusty Joe Taylor | Dreher Investment Services, Inc. independent RIA | Plagens & Taylor Wealth Management no RAUM | RIA to a newly registered adviser | Jun 17, 2025 | Mar 28, 2025 |
| Flynn Mcnabb | Dreher Investment Services, Inc. independent RIA | Plagens & Taylor Wealth Management no RAUM | RIA to a newly registered adviser | Jun 17, 2025 | Mar 28, 2025 |
Page 1 of 1
5 moves match.