DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from J.P. Morgan Institutional Investments

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
Ross Von Walker	J.P. Morgan Institutional Investments other	Empower Advisory Group, LLC other	Other	Dec 31, 2014	Jan 5, 2015
Douglas Alan Gammel	J.P. Morgan Institutional Investments other	Empower Advisory Group, LLC other	Other	Dec 31, 2014	Jan 6, 2015
Glenn Andrew Vanecek	J.P. Morgan Institutional Investments other	Empower Advisory Group, LLC other	Other	Dec 31, 2014	Jan 5, 2015
Laren Ann Campbell	J.P. Morgan Institutional Investments other	Empower Advisory Group, LLC other	Other	Sep 3, 2014	Apr 6, 2017 (946 d)
Daniel Hugh Donegan	J.P. Morgan Institutional Investments other	Creative Planning other	Other	Sep 3, 2014	Jul 7, 2015 (307 d)
Kristopher Kenneth Osborn	J.P. Morgan Institutional Investments other	Empower Advisory Group, LLC other	Other	Sep 3, 2014	Dec 17, 2021 (2662 d)
Tariq Munawar Butt	J.P. Morgan Institutional Investments other	Empower Advisory Group, LLC other	Other	Sep 3, 2014	Sep 28, 2016 (756 d)
Daniel Duwayne Armstrong	J.P. Morgan Institutional Investments other	Empower Advisory Group, LLC other	Other	Sep 3, 2014	Dec 22, 2015 (475 d)
Christopher Michael Hoppenthaler	J.P. Morgan Institutional Investments other	Empower Advisory Group, LLC BD affiliated	Other	Sep 3, 2014	Jan 30, 2025 (3802 d)
Lori Marie Schumann	J.P. Morgan Institutional Investments other	Empower Advisory Group, LLC other	Other	Sep 3, 2014	Feb 11, 2015 (161 d)
Angela Chepchirchir Kigen	J.P. Morgan Institutional Investments other	Wells Fargo Advisors wirehouse	Other	Sep 2, 2014	Feb 1, 2016 (517 d)
Jennifer Rose Schuessler	J.P. Morgan Institutional Investments other	Empower Advisory Group, LLC institutional	Other	Dec 31, 2013	Feb 19, 2019 (1876 d)
Colin Edward Dawson	J.P. Morgan Institutional Investments other	Empower Advisory Group, LLC BD affiliated	Other	Dec 31, 2013	Jan 28, 2026 (4411 d)
Gordon Burke Ward	J.P. Morgan Institutional Investments other	Voya Retirement Advisors, LLC other	Other	Dec 2, 2013	Mar 13, 2014 (101 d)
Marco Macy Melero	J.P. Morgan Institutional Investments other	Principal Securities, Inc. other	Other	Jul 11, 2012	Jul 23, 2012
Eric Martin Jacobs	J.P. Morgan Institutional Investments other	Northwestern Mutual Investment Services,LLC other	Other	Jun 4, 2012	Aug 22, 2012 (79 d)
Daniel George Medina	J.P. Morgan Institutional Investments other	J.P. Morgan Securities LLC wirehouse	Other	Dec 31, 2011	Jun 9, 2014 (891 d)
Douglas Ross Davis	J.P. Morgan Institutional Investments other	Empower Advisory Group, LLC institutional	Other	Dec 31, 2011	Oct 15, 2018 (2480 d)
Leonard Carl Lehmann	J.P. Morgan Institutional Investments other	Empower Advisory Group, LLC other	Other	Dec 31, 2011	Feb 9, 2016 (1501 d)
Clayton Harvey Riddell	J.P. Morgan Institutional Investments other	Bancwest Investment Services, Inc. (Bwis) other	Other	Dec 31, 2011	Mar 24, 2015 (1179 d)
Tracy M. Anderson	J.P. Morgan Institutional Investments other	Strategic Advisers LLC national BD	Other	Dec 31, 2011	Jul 18, 2013 (565 d)
Joseph Robert Cummings	J.P. Morgan Institutional Investments other	Advice And Planning Services other	Other	Dec 31, 2011	Sep 17, 2012 (261 d)
Jonathan Andrew Blomquist	J.P. Morgan Institutional Investments other	Empower Advisory Group, LLC institutional	Other	Dec 31, 2011	Jun 4, 2019 (2712 d)
Andrew Kim	J.P. Morgan Institutional Investments other	Strategic Advisers LLC national BD	Other	Dec 31, 2011	Apr 24, 2015 (1210 d)
Eric Allen Obergfell	J.P. Morgan Institutional Investments other	Principal Securities, Inc. other	Other	Dec 31, 2011	Mar 26, 2012 (86 d)
Lisa Marie Pamperin	J.P. Morgan Institutional Investments other	Creative Planning independent RIA	Other	Dec 31, 2011	Apr 6, 2023 (4114 d)
Scott Nicholas Baltuska	J.P. Morgan Institutional Investments other	Advice And Planning Services other	Other	Dec 31, 2011	Feb 11, 2014 (773 d)
Andrew David Prignitz	J.P. Morgan Institutional Investments other	Creative Planning other	Other	Dec 31, 2011	May 10, 2016 (1592 d)
Brian Henry Johnson	J.P. Morgan Institutional Investments other	Empower Advisory Group, LLC BD affiliated	Other	Dec 31, 2011	Jan 30, 2026 (5144 d)
Samuel Thomas Henderson	J.P. Morgan Institutional Investments other	Strategic Advisers LLC national BD	Other	Dec 31, 2011	May 18, 2015 (1234 d)
Alex Schaapveld	J.P. Morgan Institutional Investments other	Strategic Advisers LLC national BD	Other	Dec 31, 2011	Jun 10, 2015 (1257 d)
Christopher Scott Stanton	J.P. Morgan Institutional Investments other	Nationwide Securities, LLC no RAUM	Other	Oct 5, 2011	Jan 29, 2015 (1212 d)
Kyle Eugene Andrews	J.P. Morgan Institutional Investments other	Advice And Planning Services other	Other	Feb 24, 2011	Mar 24, 2011
Lisa Marie Wright	J.P. Morgan Institutional Investments other	Empower Advisory Group, LLC institutional	Other	Jan 26, 2009	May 16, 2019 (3762 d)
Lisa Marie Pamperin	J.P. Morgan Institutional Investments other	Chase Investment Services Corp. other	Other	Oct 22, 2008	Dec 17, 2008 (56 d)
Douglas Ross Davis	J.P. Morgan Institutional Investments other	Chase Investment Services Corp. other	Other	Jul 18, 2008	Apr 16, 2008
Gary Thomas Merlette	J.P. Morgan Institutional Investments other	Transamerica Retirement Advisors, LLC other	Other	May 12, 2008	Jun 7, 2017 (3313 d)
Richard Blake Briscoe	J.P. Morgan Institutional Investments other	Scout Investments, Inc. other	Other	Oct 26, 2007	Sep 16, 2010 (1056 d)
Joseph Robert Cummings	J.P. Morgan Institutional Investments other	Chase Investment Services Corp. other	Other	Jul 2, 2007	Jan 13, 2009 (561 d)
Joshua Daniel Royeton	J.P. Morgan Institutional Investments other	Commerce Brokerage Services, Inc other	Other	Jan 30, 2007	May 24, 2007 (114 d)
Brian Matthew Nowak	J.P. Morgan Institutional Investments other	Chase Investment Services Corp. other	Other	Sep 7, 2006	Dec 1, 2006 (85 d)
Kevin Jaegers	J.P. Morgan Institutional Investments other	Smart401k, LLC other	Other	Feb 17, 2006	Mar 1, 2006
Troy Laton Redstone	J.P. Morgan Institutional Investments other	Lawing Financial Inc other	Other	Jan 31, 2006	Jan 30, 2008 (729 d)
David William Kempfe	J.P. Morgan Institutional Investments other	Principal Securities, Inc. other	Other	May 23, 2005	Jun 20, 2005

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44 moves match.