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 Joyn Advisors, Inc.

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
John Wilmer EllardJoyn Advisors, Inc. independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 30, 2020May 15, 2020
Craig Allen BelisleJoyn Advisors, Inc. independent RIASecurian Financial Services, Inc. otherOtherApr 30, 2020Aug 1, 2007
Jennifer Ford DeloachJoyn Advisors, Inc. independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 30, 2020May 4, 2020
Deshunnon ThomasJoyn Advisors, Inc. independent RIASecurian Financial Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankApr 30, 2020Apr 16, 2018
Cynthia Rose WilsonJoyn Advisors, Inc. independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 30, 2020May 7, 2020
Tiffany Geyer RosettiJoyn Advisors, Inc. independent RIASecurian Financial Services, Inc. otherOtherApr 30, 2020Aug 9, 2016
John SteeleJoyn Advisors, Inc. independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 30, 2020Oct 14, 2020 (167 d)
Bryan E WallsJoyn Advisors, Inc. independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 30, 2020May 8, 2020
Evan Miles QuinnJoyn Advisors, Inc. independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 30, 2020May 4, 2020
Christina Nichole MumpowerJoyn Advisors, Inc. independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 30, 2020May 7, 2020
Jason Tyler EagleJoyn Advisors, Inc. independent RIARegal Investment Advisors LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 24, 2020Feb 21, 2020
Sergio De La TorreJoyn Advisors, Inc. independent RIASpotlight Asset Group independent RIARIA to RIASep 18, 2019Sep 12, 2019
Gary Thomas WhitehurstJoyn Advisors, Inc. independent RIASecurian Financial Services, Inc. otherOtherJan 9, 2019Aug 1, 2007
Ryan Wallace KlingJoyn Advisors, Inc. independent RIABb&T Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 3, 2018Oct 12, 2018
Brian William FreyJoyn Advisors, Inc. independent RIASignaturefd, LLC independent RIARIA to RIASep 4, 2018Sep 6, 2018
Eric Boyd PhilipsJoyn Advisors, Inc. independent RIALindner Capital Advisors, Inc. independent RIARIA to RIAMay 14, 2018Jul 27, 2018 (74 d)
Lara B O'LearyJoyn Advisors, Inc. independent RIASecurian Financial Services, Inc. otherOtherApr 26, 2018Aug 15, 2007
Suzanne Robin DurbinJoyn Advisors, Inc. independent RIASecurian Financial Services, Inc. otherOtherMar 15, 2018Aug 24, 2007
Voselyn D Williams-BarnesJoyn Advisors, Inc. otherSecurian Financial Services, Inc. otherOtherAug 25, 2016Jun 17, 2009
Seth Taylor AdamsJoyn Advisors, Inc. otherSecurian Financial Services, Inc. otherOtherJul 5, 2016Feb 18, 2009
Trevor Kent ThompsonJoyn Advisors, Inc. otherSecurian Financial Services, Inc. otherOtherJun 10, 2016Aug 24, 2007
Davi KutnerJoyn Advisors, Inc. otherSecurian Financial Services, Inc. otherOtherJul 30, 2015Aug 8, 2007
Samson Barry GrisJoyn Advisors, Inc. otherStrategic Advisers LLC national BDOtherDec 16, 2014Jun 26, 2015 (192 d)
David Griswold CurryJoyn Advisors, Inc. otherAcg Wealth Inc. otherOtherJun 11, 2014Jun 11, 2014
William Lucas NicholsJoyn Advisors, Inc. otherSecurian Financial Services, Inc. otherOtherAug 26, 2013Aug 1, 2007
Angelia Marie BrownJoyn Advisors, Inc. otherPnc Wealth Management otherOtherJun 27, 2012Oct 3, 2012 (98 d)
Elisabeth Linley MoodyJoyn Advisors, Inc. otherGv Financial Advisors, Inc. unclassifiedOtherApr 12, 2011May 7, 2009
John Paul HaagJoyn Advisors, Inc. otherGv Financial Advisors, Inc. unclassifiedOtherJan 18, 2007May 2, 2003
Junko Ishigami HorvathJoyn Advisors, Inc. otherSpire Wealth Management, LLC otherOtherNov 14, 2006Sep 7, 2006
Masood VojdaniJoyn Advisors, Inc. otherMv Capital Management, Inc. otherOtherApr 13, 2006Feb 2, 2006
Anabel QuinteroJoyn Advisors, Inc. otherMv Capital Management, Inc. otherOtherApr 13, 2006Feb 2, 2006
Kedest BaharuJoyn Advisors, Inc. otherMv Capital Management, Inc. otherOtherApr 13, 2006Feb 2, 2006
Mark Evans UnderwoodJoyn Advisors, Inc. otherMv Capital Management, Inc. otherOtherApr 13, 2006Feb 2, 2006
Christopher Carley SchaeferJoyn Advisors, Inc. otherMv Capital Management, Inc. otherOtherApr 13, 2006Feb 2, 2006
Glen Alan MerrittJoyn Advisors, Inc. otherRaymond James & Associates, Inc. national BDOtherMar 8, 2006Mar 13, 2006
Bradley Clay FisherJoyn Advisors, Inc. otherGv Financial Advisors, Inc. unclassifiedOtherNov 7, 2005Apr 25, 2003
Douglas Scott McduffieJoyn Advisors, Inc. otherGv Financial Advisors, Inc. unclassifiedOtherJan 7, 2005Apr 25, 2003
Lisa Lorraine BrownJoyn Advisors, Inc. otherVoya Financial Advisors, Inc. otherOtherAug 11, 2003Aug 20, 2003
Richard RomeroJoyn Advisors, Inc. otherGv Financial Advisors, Inc. unclassifiedOtherOct 8, 2002Jun 18, 2002
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39 moves match.