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 Jacobus Wealth Management 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Peter J Bach | Jacobus Wealth Management Inc other | Curi Capital, LLC other | Other | Nov 30, 2017 | Dec 5, 2017 |
| Daniel Joseph Matola | Jacobus Wealth Management Inc other | Curi Capital, LLC other | Other | Nov 30, 2017 | Dec 5, 2017 |
| Stephanie Jo Jajtner | Jacobus Wealth Management Inc other | Curi Capital, LLC other | Other | Nov 30, 2017 | Dec 5, 2017 |
| Brian Arthur Janecke | Jacobus Wealth Management Inc other | Curi Capital, LLC other | Other | Nov 30, 2017 | Dec 4, 2017 |
| Julie Ann Enloe | Jacobus Wealth Management Inc other | Umb Private Wealth Management, LLC asset manager | Other | Nov 28, 2007 | May 13, 2026 (6741 d) |
| John Robert Gehlhaart | Jacobus Wealth Management Inc other | Gehlhaart Financial Management, LLC unclassified | Other | Mar 9, 2005 | Jan 3, 2007 (665 d) |
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6 moves match.