DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Amuni Financial, 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 |
|---|---|---|---|---|---|
| Adrienne Elizabeth Brown | Wells Fargo Advisors wirehouse | Amuni Financial, Inc. independent RIA | Wirehouse to independent RIA | Nov 14, 2018 | Jan 15, 2019 (62 d) |
| David Michael Polkinghorn | Waddell & Reed other | Amuni Financial, Inc. independent RIA | Other | Mar 3, 2014 | Mar 27, 2020 (2216 d) |
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2 moves match.