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 Jra Financial Advisors, Inc.
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 |
|---|---|---|---|---|---|
| Melissa Rae Machlitt | Jra Financial Advisors, Inc. no RAUM | Cetera Advisor Networks LLC other | Other | Feb 15, 2017 | Jan 13, 2014 |
| Billie Van Lith | Jra Financial Advisors, Inc. no RAUM | Cetera Advisor Networks LLC other | Other | Feb 15, 2017 | Jan 13, 2014 |
| Stephanie Lynn Danforth Johnson | Jra Financial Advisors, Inc. no RAUM | Cetera Advisor Networks LLC other | Other | Feb 15, 2017 | Feb 13, 2017 |
| Angela Karen Stone | Jra Financial Advisors, Inc. no RAUM | Cetera Investment Advisers LLC BD affiliated | Other | Feb 15, 2017 | Jun 29, 2023 (2325 d) |
| Alan Lloyd Johnson | Jra Financial Advisors, Inc. no RAUM | Cetera Advisor Networks LLC other | Other | Feb 15, 2017 | Jan 13, 2014 |
| Tyler W Armstrong | Jra Financial Advisors, Inc. no RAUM | Advisornet Wealth Partners other | Other | Feb 15, 2017 | Apr 18, 2017 (62 d) |
| Daniel Robert Erdmann | Jra Financial Advisors, Inc. no RAUM | Advisornet Wealth Partners other | Other | Feb 15, 2017 | Apr 18, 2017 (62 d) |
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7 moves match.