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 Jackson, Grant Investment Advisers, 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 |
|---|---|---|---|---|---|
| Sarah Jacob Beyrich | Jackson, Grant Investment Advisers, Inc. independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Aug 27, 2025 | Sep 3, 2025 |
| Theresa Claire Kest | Jackson, Grant Investment Advisers, Inc. independent RIA | Hurlow Wealth Management Group, Inc. independent RIA | RIA to RIA | Mar 14, 2021 | Mar 21, 2021 |
| Alison West Moffatt | Jackson, Grant Investment Advisers, Inc. independent RIA | Cadaret Grant & Co Inc BD affiliated | RIA to affiliated broker-dealer or bank | Dec 21, 2018 | Feb 6, 2023 (1508 d) |
| Summi Verma | Jackson, Grant Investment Advisers, Inc. other | J.P. Morgan Securities LLC wirehouse | Other | Aug 17, 2016 | Apr 1, 2022 (2053 d) |
| Traci Ann Provost | Jackson, Grant Investment Advisers, Inc. other | Private Advisor Group, LLC other | Other | Jun 22, 2013 | Aug 7, 2013 (46 d) |
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5 moves match.