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 Glass Jacobson Wealth Advisors

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.

AdvisorFromToTypeLeftRegistered
Randy R BeemanGlass Jacobson Wealth Advisors independent RIAChoreo, LLC independent RIARIA to RIAApr 29, 2025May 1, 2025
Zubair Ahmad KhanGlass Jacobson Wealth Advisors independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankFeb 17, 2025Nov 6, 2025 (262 d)
Ruxian GongGlass Jacobson Wealth Advisors independent RIATransamerica Financial Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 14, 2024Sep 8, 2025 (298 d)
Melinda Loren Manning RobinsonGlass Jacobson Wealth Advisors independent RIAEmpower Advisory Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 17, 2024Nov 6, 2024 (50 d)
Jacqueline Elizabeth HughesGlass Jacobson Wealth Advisors independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseFeb 1, 2023May 15, 2023 (103 d)
Thomas Andrew TothGlass Jacobson Wealth Advisors independent RIAToth Financial Advisory Corp independent RIARIA to RIAJul 20, 2022Sep 2, 2022 (44 d)
Seth C. BergenGlass Jacobson Wealth Advisors independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankJun 3, 2020Sep 11, 2020 (100 d)
William CannonGlass Jacobson Wealth Advisors independent RIAPlanning Solutions Group, LLC independent RIARIA to RIAJun 11, 2018Jun 11, 2018
Robin ThomasGlass Jacobson Wealth Advisors otherBb&T Investment Services, Inc. no RAUMOtherJun 30, 2014Jul 3, 2014
Jason Paul DyeGlass Jacobson Wealth Advisors otherRaymond James & Associates, Inc. national BDOtherFeb 25, 2014Mar 26, 2014
Barton Joseph KershnerGlass Jacobson Wealth Advisors otherFinancial Telesis, Inc. otherOtherAug 6, 2013Oct 23, 2013 (78 d)
Paula Bonnie FriedmanGlass Jacobson Wealth Advisors otherMclean Asset Management Corp. otherOtherDec 31, 2012Jan 9, 2013
John Anthony MezzulloGlass Jacobson Wealth Advisors otherTriad Advisors, LLC otherOtherSep 12, 2011Sep 7, 2011
John Dallam MurryGlass Jacobson Wealth Advisors otherLegagroup, LLC unclassifiedOtherJul 31, 2007Jan 2, 2008 (155 d)
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14 moves match.