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 Jmr Financial Group
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 |
|---|---|---|---|---|---|
| Tyler James Madill | Jmr Financial Group state registered | Maris Wealth Management LLC state registered | Other | Jun 2, 2022 | Oct 27, 2022 (147 d) |
| Lyndon Bruce Lorenz | Jmr Financial Group state registered | Midwest Professional Planners, Ltd. other | Other | May 10, 2016 | May 18, 2016 |
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2 moves match.