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 Demars Financial Group 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 |
|---|---|---|---|---|---|
| James Patrick Jenkins | Demars Financial Group LLC independent RIA | Yellowstone Partners other | Other | May 29, 2013 | May 2, 2013 |
| Matthew P Jarvis | Demars Financial Group LLC independent RIA | Jarvis Financial other | Other | Mar 12, 2013 | Feb 7, 2013 |
| Gregory Reed Giles | Demars Financial Group LLC independent RIA | Crown Capital Securities, L.P. other | Other | Nov 12, 2012 | Sep 13, 2013 (305 d) |
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3 moves match.