DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Ktf Investments, 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 |
|---|---|---|---|---|---|
| Melissa Victoria Godinez | UBS Financial Services Inc. wirehouse | Ktf Investments, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 9, 2025 | Aug 29, 2025 |
| Joshua R. Axel | UBS Financial Services Inc. wirehouse | Ktf Investments, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 9, 2025 | Aug 29, 2025 |
| Jess Donato Sansone | UBS Financial Services Inc. wirehouse | Ktf Investments, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 9, 2025 | Aug 29, 2025 |
| Allen Roy Mellow | UBS Financial Services Inc. wirehouse | Ktf Investments, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 8, 2025 | Aug 29, 2025 |
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4 moves match.