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 Jsf Financial, 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 |
|---|---|---|---|---|---|
| Brian Mercado | Jsf Financial, LLC independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 19, 2025 | Nov 7, 2025 (233 d) |
| Ronak H Doshi | Jsf Financial, LLC independent RIA | Three Arch Wealth Management LLC no RAUM | RIA to a newly registered adviser | Mar 21, 2024 | Jan 8, 2025 (293 d) |
| Daniel Kalman Netzer | Jsf Financial, LLC independent RIA | Iconiq Capital, LLC other | Other | Jul 5, 2023 | Mar 20, 2025 (624 d) |
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3 moves match.