DFX Intelligence
Advisor moves
Arrivals at Trubee Wealth Advisors, Inc.
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 |
|---|---|---|---|---|---|
| Nicole Teluk Smykowski | LPL Financial LLC BD affiliated | Trubee Wealth Advisors, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 30, 2021 | Aug 17, 2021 |
| Harrison Michael Steinwald | M&T Securities, Inc. unclassified | Trubee Wealth Advisors, Inc. independent RIA | Other | Jul 10, 2020 | Sep 9, 2020 (61 d) |
| Nicholas Alexander Ingold | Equitable Advisors, LLC national BD | Trubee Wealth Advisors, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 14, 2008 | Apr 8, 2021 (4651 d) |
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3 moves match.