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 Jnba Financial Advisors, LLC

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
Andrew James TruaxJnba Financial Advisors, LLC independent RIACuri Capital, LLC independent RIARIA to RIAMay 22, 2026Aug 11, 2026 (81 d)
Mark Alan RosenkranzJnba Financial Advisors, LLC independent RIABearing Point Capital independent RIARIA to RIAMar 2, 2026Apr 3, 2026 (32 d)
David Alan WebbJnba Financial Advisors, LLC independent RIACarlson Capital Management, LLC independent RIARIA to RIAMay 1, 2023Oct 5, 2023 (157 d)
Derek Sean KetchoJnba Financial Advisors, LLC independent RIACahill Financial Advisors, Inc. independent RIARIA to RIASep 26, 2022Oct 24, 2022
Michelle Channa Lach GruberJnba Financial Advisors, LLC independent RIAMerriman independent RIARIA to RIAJul 20, 2020Sep 2, 2020 (44 d)
Ashley Lynn ReiterJnba Financial Advisors, LLC independent RIAGrove Street Fiduciary, LLC independent RIARIA to RIAJul 29, 2019Sep 17, 2019 (50 d)
Karli Marie FinneyJnba Financial Advisors, LLC independent RIAThrivent Investment Management Inc. BD affiliatedRIA to affiliated broker-dealer or bankJun 3, 2019Aug 30, 2019 (88 d)
Brian Clinton ReschJnba Financial Advisors, LLC otherMidwest Professional Planners, Ltd. otherOtherJul 24, 2017Jul 19, 2017
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8 moves match.