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 Jentner Wealth Management

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.

AdvisorFromToTypeLeftRegistered
Daniel Joseph BloomJentner Wealth Management independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 25, 2025Jul 25, 2025
Matthew Ryan JentnerJentner Wealth Management independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 25, 2025Aug 1, 2025
Seth Michael JentnerJentner Wealth Management independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 25, 2025Aug 1, 2025
Jesse Christopher LazarJentner Wealth Management independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 25, 2025Jul 22, 2025
Andrew Louis TislerJentner Wealth Management otherEpic Financial, LLC state registeredOtherOct 29, 2013Nov 7, 2013
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5 moves match.