Advisor moves

Arrivals at Wismar Financial

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
Robert Jay BakerWismar Financial LLC unclassifiedWismar Financial state registeredOtherDec 5, 2025Sep 25, 2025
Aaron Jerome BakerWismar Financial LLC unclassifiedWismar Financial state registeredOtherDec 5, 2025Sep 25, 2025
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2 moves match.