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 J.P. Morgan Private Wealth 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Luke Persico | J.P. Morgan Private Wealth Advisors LLC BD affiliated | UBS Financial Services Inc. wirehouse | Affiliated broker-dealer or bank to wirehouse | May 18, 2023 | Apr 25, 2023 |
| Paul Eric Tramontano | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Cresset Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 17, 2023 | Apr 21, 2023 |
| Jon Michael Goldstein | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Cresset Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 17, 2023 | Apr 24, 2023 |
| Michael Ames Texido | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Cresset Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 17, 2023 | Aug 4, 2025 (810 d) |
| David Ralph Arizini | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Cresset Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 17, 2023 | Apr 21, 2023 |
| Dean Jackson | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Cresset Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 17, 2023 | Dec 17, 2024 (580 d) |
| Deborah Jane Camillo | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Cresset Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 17, 2023 | May 19, 2023 |
| Sam Katzman | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Cresset Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 17, 2023 | Apr 21, 2023 |
| Angela Sarah Raitzin | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Cresset Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 17, 2023 | Apr 21, 2023 |
| Darci M Hawkins | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Cresset Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 17, 2023 | Apr 21, 2023 |
| Timothy Robert Ross | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Cresset Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 17, 2023 | Apr 21, 2023 |
| George Francis Boudria | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Cresset Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 17, 2023 | Apr 21, 2023 |
| Mark Thomas Mulvoy | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Cresset Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 17, 2023 | Apr 21, 2023 |
| Andrew O'Connell | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Cresset Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 17, 2023 | Apr 21, 2023 |
| John Mueller Crampton | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Cresset Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 17, 2023 | May 18, 2023 |
| Molly Kate Williams Stelmar | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Cresset Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 17, 2023 | Jun 2, 2023 |
| Andrew Evan Karasyk | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Cresset Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 17, 2023 | May 12, 2023 |
| Maria Nicole Rogers | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Cresset Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 17, 2023 | May 17, 2023 |
| Varun Jain | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Cresset Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 17, 2023 | Sep 20, 2024 (492 d) |
| Larry Lee Rothenberg | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Rockefeller Capital Management BD affiliated | Affiliated broker-dealer or bank to another | May 16, 2023 | Apr 19, 2023 |
| David Evan Farber | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Rockefeller Capital Management BD affiliated | Affiliated broker-dealer or bank to another | May 16, 2023 | Apr 19, 2023 |
| Shaun Michael Van Vliet | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Rockefeller Capital Management BD affiliated | Affiliated broker-dealer or bank to another | May 16, 2023 | Apr 19, 2023 |
| Schuyler Hallett Perry | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Rockefeller Capital Management BD affiliated | Affiliated broker-dealer or bank to another | May 16, 2023 | Apr 19, 2023 |
| Esma Bajraktarevic | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Rockefeller Capital Management BD affiliated | Affiliated broker-dealer or bank to another | May 16, 2023 | Apr 19, 2023 |
| Kevin C Finley | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Rockefeller Capital Management BD affiliated | Affiliated broker-dealer or bank to another | May 16, 2023 | Apr 19, 2023 |
| Timothy Deygoo | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Rockefeller Capital Management BD affiliated | Affiliated broker-dealer or bank to another | May 16, 2023 | Apr 19, 2023 |
| Katarzyna Anemodouras | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Rockefeller Capital Management BD affiliated | Affiliated broker-dealer or bank to another | May 16, 2023 | Apr 19, 2023 |
| Alexandra Amoruso Kennedy | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Rockefeller Capital Management BD affiliated | Affiliated broker-dealer or bank to another | May 16, 2023 | Apr 19, 2023 |
| Samuel Haggis Hodgson | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Rockefeller Capital Management BD affiliated | Affiliated broker-dealer or bank to another | May 16, 2023 | Apr 19, 2023 |
| Joseph Richard Kissinger | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Rockefeller Capital Management BD affiliated | Affiliated broker-dealer or bank to another | May 16, 2023 | Apr 19, 2023 |
| Gavin Samuel Abrams | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Rockefeller Capital Management BD affiliated | Affiliated broker-dealer or bank to another | May 16, 2023 | Apr 19, 2023 |
| Harrison Bennett Dale | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Rockefeller Capital Management BD affiliated | Affiliated broker-dealer or bank to another | May 16, 2023 | Apr 19, 2023 |
| Alexander Maclean Lynch | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Rockefeller Capital Management BD affiliated | Affiliated broker-dealer or bank to another | May 16, 2023 | Apr 25, 2023 |
| Gregory Maxwell Goldstein | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Rockefeller Capital Management BD affiliated | Affiliated broker-dealer or bank to another | May 16, 2023 | Apr 19, 2023 |
| Neev Hitesh Mittal | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Rockefeller Capital Management BD affiliated | Affiliated broker-dealer or bank to another | May 16, 2023 | Apr 19, 2023 |
| Alexander John Lytle | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Cresset Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 16, 2023 | May 12, 2023 |
| Laszlo Paul Vasady-Kovacs | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | May 15, 2023 | Apr 12, 2023 |
| Christian Luis Martinez | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | May 15, 2023 | Apr 12, 2023 |
| Brandon Paolillo | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 15, 2023 | Apr 25, 2023 |
| Dana Michelle Shaker | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | May 15, 2023 | Apr 12, 2023 |
| Sean Patrick Hanigan | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | May 15, 2023 | Apr 12, 2023 |
| Jay Lewis Goldstein | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | May 15, 2023 | Apr 12, 2023 |
| Joseph C Park | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Cresset Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 10, 2023 | May 19, 2023 |
| Todd Wayne Halbrook | J.P. Morgan Private Wealth Advisors LLC BD affiliated | RBC Capital Markets, LLC national BD | Affiliated broker-dealer or bank to another | May 8, 2023 | Apr 10, 2023 |
| Adam Douglas Macdonald | J.P. Morgan Private Wealth Advisors LLC BD affiliated | RBC Capital Markets, LLC national BD | Affiliated broker-dealer or bank to another | May 8, 2023 | Apr 10, 2023 |
| Jeffrey Charles Coburn | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | May 3, 2023 | Apr 6, 2023 |
| Angelique Simone Delaney Seitz | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | May 3, 2023 | Apr 6, 2023 |
| Marit Abbe Bailey | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | May 3, 2023 | Apr 6, 2023 |
| Steven Harlen Levine | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | May 2, 2023 | Apr 5, 2023 |
| Kenneth G Koziak | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | May 2, 2023 | Apr 6, 2023 |
| John Garofalo | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | May 2, 2023 | Apr 13, 2023 |
| Kevin G Hale | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | May 2, 2023 | Apr 5, 2023 |
| Christopher Clark Gates | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | May 1, 2023 | Apr 3, 2023 |
| Joseph Luis Duarte | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | May 1, 2023 | Apr 3, 2023 |
| Adam Jordan Zipper | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | May 1, 2023 | Apr 3, 2023 |
| Eugene Roytman | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | May 1, 2023 | Apr 3, 2023 |
| Adam Scharf | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 1, 2023 | Aug 15, 2023 (106 d) |
| Andrew Richard Damato | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | May 1, 2023 | Apr 3, 2023 |
| John D Mulligan | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | May 1, 2023 | Apr 3, 2023 |
| Mark M. Beatini | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | May 1, 2023 | Apr 3, 2023 |
442 moves match.