DFX Intelligence
Advisor moves
Arrivals at Kerns Legacy Planning
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 |
|---|---|---|---|---|---|
| Robert Bruce Kerns | Morgan Stanley wirehouse | Kerns Legacy Planning state registered | Wirehouse to a state-registered adviser | Jan 2, 2026 | Feb 12, 2026 (41 d) |
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1 moves match.