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 Jdl Advisers
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 |
|---|---|---|---|---|---|
| Blaine Robbi Carver | Jdl Advisers independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 13, 2023 | Jan 1, 2025 (688 d) |
| Edward Tandy Mcglasson | Jdl Advisers other | Certuity, LLC other | Other | Sep 7, 2017 | Sep 25, 2017 |
| Debera Hansen-Aiken | Jdl Advisers other | Northwestern Mutual Investment Services,LLC other | Other | Sep 15, 2014 | Apr 17, 2015 (214 d) |
| Robert Wayne Knutsen | Jdl Advisers other | Harbinger Asset Management, LLC other | Other | Sep 17, 2010 | Mar 29, 2011 (193 d) |
| Christine Marie Bennett | Jdl Advisers other | Idaho Trust unclassified | Other | Aug 15, 2007 | Dec 18, 2007 (125 d) |
| Joe Louis Caligiuri | Jdl Advisers other | LPL Financial LLC other | Other | Aug 30, 2006 | Jan 24, 2005 |
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6 moves match.