DFX Intelligence
Advisor moves
Arrivals at Heritage Grove Wealth Management, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Leon C Mazza | Strategic Advisers LLC national BD | Heritage Grove Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 13, 2025 | Jul 1, 2025 (49 d) |
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1 moves match.