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 Jrl Capital 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
John Fielding CriglerJrl Capital Advisors LLC independent RIAQuincy Wells Advisors, LLC independent RIARIA to RIAFeb 12, 2025Feb 9, 2026 (362 d)
Curtis Jerome SathreJrl Capital Advisors LLC independent RIAQuincy Wells Advisors, LLC independent RIARIA to RIAJan 27, 2025Jan 23, 2025
Donald Leonhard HartmannJrl Capital Advisors LLC otherSecurities America Advisors, Inc. otherOtherMar 5, 2015May 7, 2014
Kristopher Bryan FieldJrl Capital Advisors LLC otherPnc Managed Account Solutions, Inc. BD affiliatedOtherNov 3, 2014Mar 25, 2019 (1603 d)
Daniel Pierre LaframboiseJrl Capital Advisors LLC otherFirst Financial Equity Corporation otherOtherSep 26, 2012Sep 27, 2012
John P PageJrl Capital Advisors LLC otherFirst Financial Equity Corporation otherOtherMay 17, 2012May 18, 2012
Allan Leo TentlerJrl Capital Advisors LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherNov 18, 2011Apr 24, 2012 (158 d)
Randolph Cienega RodriguezJrl Capital Advisors LLC otherAmerican Asset Advisory, LLC unclassifiedOtherSep 6, 2011Oct 25, 2013 (780 d)
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8 moves match.