DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Western Financial Corporation
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 |
|---|---|---|---|---|---|
| Sandie Turley | Arque Capital, Ltd. unclassified | Western Financial Corporation independent RIA | Other | Dec 31, 2015 | Feb 13, 2017 (410 d) |
| Richard Steven Levenson | Levenson & Company, LLC unclassified | Western Financial Corporation independent RIA | Other | Sep 15, 2006 | Feb 13, 2017 (3804 d) |
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2 moves match.