Advisor moves

Arrivals at Vanmay Wealth Management

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
Denny HootenMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVanmay Wealth Management state registeredWirehouse to a state-registered adviserJun 8, 2026Jun 9, 2026
Page 1 of 1
1 moves match.