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  "headline": "What Client Data Can Advisors Use Before a Transition?",
  "description": "A high-level guide to why client data, solicitation rules, Broker Protocol issues, and firm restrictions need to be reviewed before an advisor move.",
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  "author": {
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    "name": "Curtis Kloc",
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      "name": "Continuity"
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  "datePublished": "2026-05-28",
  "dateModified": "2026-05-28",
  "articleSection": [
    "Advisor Transitions",
    "Client Data Rules",
    "Transition Readiness"
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