DFX Intelligence
Advisor moves
Arrivals at Chartered Wealth Partners, LPWhat a move isA 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.
1 move
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Michael Joseph Winn | Boulevard Family Wealth Services, LLC independent RIA | Chartered Wealth Partners, LP no RAUM | RIA to a newly registered adviser | Aug 14, 2024 | Mar 2, 2026 (565 d) |
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