Dropping A B/D License Without Dropping Current B/D Platform
CFO News Room
NOVEMBER 15, 2022
I think the biggest thing that started it was when we would have our branch audits, we never had any feedback about something on the RIA side. So I figured, I had to hold on to the CFO role, because I also am a CPA. And I got my CPA when I was at the accounting firm and started my CFA. Or, where’s this?
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