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 Baker Jensen Investment 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 |
|---|---|---|---|---|---|
| Guy Eugene Baker | Baker Jensen Investment Advisors, LLC other | Joseph L. Cannava unclassified | Other | Jul 5, 2022 | Oct 22, 2007 |
| Paul Wadsworth Pendorf | Baker Jensen Investment Advisors, LLC other | Independent Financial Group, LLC other | Other | Oct 15, 2007 | Jun 3, 2015 (2788 d) |
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2 moves match.