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 J P Turner & Company Capital Management, 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
Deborah Sue Sims	J P Turner & Company Capital Management, LLC other	Cetera Investment Advisers LLC other	Other	Dec 31, 2015	Oct 6, 2015
Jeffrey Gerard Meyers	J P Turner & Company Capital Management, LLC other	Cetera Investment Advisers LLC other	Other	Dec 31, 2015	Oct 8, 2015
Gustavo Anthony Delgado Alicea	J P Turner & Company Capital Management, LLC other	Cetera Investment Advisers LLC other	Other	Dec 31, 2015	Oct 26, 2015
Adam Brett Simon	J P Turner & Company Capital Management, LLC other	Centaurus Financial, Inc. other	Other	Dec 31, 2015	Feb 8, 2016 (39 d)
Rodney Kresge	J P Turner & Company Capital Management, LLC other	Foothill Securities, Inc. other	Other	Dec 31, 2015	Jul 25, 2016 (207 d)
George Frank Delbaggio	J P Turner & Company Capital Management, LLC other	Cetera Investment Advisers LLC other	Other	Dec 31, 2015	Oct 13, 2015
Derek Nathan Eichenwald	J P Turner & Company Capital Management, LLC other	Cetera Investment Advisers LLC other	Other	Dec 31, 2015	Oct 14, 2015
James Baker Peters	J P Turner & Company Capital Management, LLC other	Cetera Investment Advisers LLC other	Other	Dec 31, 2015	Oct 21, 2015
Brandon Carl Drespling	J P Turner & Company Capital Management, LLC other	Cetera Investment Advisers LLC other	Other	Dec 31, 2015	Oct 2, 2015
Keith Andrew Herman	J P Turner & Company Capital Management, LLC other	Cetera Investment Advisers LLC other	Other	Dec 23, 2015	Oct 16, 2015
Michael Joseph Eckenrode	J P Turner & Company Capital Management, LLC other	Cetera Investment Advisers LLC other	Other	Dec 23, 2015	Oct 9, 2015
Brian Timothy Stark	J P Turner & Company Capital Management, LLC other	Cetera Investment Advisers LLC other	Other	Dec 23, 2015	Oct 7, 2015
Stephen Duane Stech	J P Turner & Company Capital Management, LLC other	Cetera Investment Advisers LLC other	Other	Dec 23, 2015	Oct 6, 2015
David Dean Kluksdal	J P Turner & Company Capital Management, LLC other	Cetera Investment Advisers LLC other	Other	Dec 23, 2015	Oct 8, 2015
Shea Ahren Winkeller	J P Turner & Company Capital Management, LLC other	Cetera Investment Advisers LLC other	Other	Dec 23, 2015	Oct 13, 2015
Ryan Michael Cook	J P Turner & Company Capital Management, LLC other	Cetera Investment Advisers LLC other	Other	Dec 23, 2015	Oct 13, 2015
Cory Philip Robinson	J P Turner & Company Capital Management, LLC other	Cetera Investment Advisers LLC other	Other	Dec 23, 2015	Oct 19, 2015
Kirk James Baser	J P Turner & Company Capital Management, LLC other	Cetera Investment Advisers LLC other	Other	Dec 23, 2015	Oct 9, 2015
Michael Laurence Digaetano	J P Turner & Company Capital Management, LLC other	Fortitude Advisory Group L.L.C. other	Other	Dec 4, 2015	Feb 6, 2012
Reed Norman Lengel	J P Turner & Company Capital Management, LLC other	Sb Advisory, LLC other	Other	Dec 3, 2015	Jan 6, 2016 (34 d)
Timothy Richard Pashley	J P Turner & Company Capital Management, LLC other	Cetera Investment Advisers LLC other	Other	Dec 3, 2015	Oct 19, 2015
Clinton Datees Gharib	J P Turner & Company Capital Management, LLC other	Cetera Investment Advisers LLC other	Other	Dec 1, 2015	Oct 9, 2015
Eva Valentine	J P Turner & Company Capital Management, LLC other	Cetera Investment Advisers LLC other	Other	Dec 1, 2015	Nov 13, 2015
John Alexander Ogrodnick	J P Turner & Company Capital Management, LLC other	Cetera Investment Advisers LLC other	Other	Dec 1, 2015	Oct 8, 2015
Samuel Branch Laneave	J P Turner & Company Capital Management, LLC other	Cetera Investment Advisers LLC other	Other	Dec 1, 2015	Nov 5, 2015
Edward Luck Rowell	J P Turner & Company Capital Management, LLC other	Summit Financial Group Inc BD affiliated	Other	Nov 13, 2015	Oct 10, 2018 (1062 d)
Trish Le	J P Turner & Company Capital Management, LLC other	Independent Financial Partners other	Other	Nov 2, 2015	Apr 11, 2016 (161 d)
Peter Christopher Cook	J P Turner & Company Capital Management, LLC other	Vanderbilt Advisory Services other	Other	Oct 30, 2015	Oct 30, 2015
Michael Young Hamilton	J P Turner & Company Capital Management, LLC other	Centaurus Financial, Inc. other	Other	Oct 30, 2015	Oct 30, 2015
Robert Joseph Binkele	J P Turner & Company Capital Management, LLC other	Centaurus Financial, Inc. other	Other	Oct 30, 2015	Oct 30, 2015
Benedict Martin Maloney	J P Turner & Company Capital Management, LLC other	Centaurus Financial, Inc. other	Other	Oct 30, 2015	Nov 3, 2015
Robert Nelson Schimmel	J P Turner & Company Capital Management, LLC other	Centaurus Financial, Inc. other	Other	Oct 30, 2015	Nov 2, 2015
Chris M Sullivan	J P Turner & Company Capital Management, LLC other	Sandlapper Wealth Management, LLC other	Other	Oct 29, 2015	Jul 5, 2017 (615 d)
Heidi Elise Wallace	J P Turner & Company Capital Management, LLC other	Cetera Advisor Networks LLC other	Other	Oct 28, 2015	Oct 23, 2015
Matthew Aron Rosen	J P Turner & Company Capital Management, LLC other	Sandlapper Wealth Management, LLC other	Other	Oct 27, 2015	Jul 5, 2017 (617 d)
David Robert Zoellner	J P Turner & Company Capital Management, LLC other	Nfsg Corporation other	Other	Oct 22, 2015	Nov 2, 2015
Jeffrey Joseph Scrimenti	J P Turner & Company Capital Management, LLC other	Ip Financial Advisory Services LLC independent RIA	Other	Oct 9, 2015	Jan 10, 2020 (1554 d)
Mark Andrew Young	J P Turner & Company Capital Management, LLC other	Exodus Wealth, LLC other	Other	Oct 9, 2015	Mar 16, 2016 (159 d)
Scot Bradley Landborg	J P Turner & Company Capital Management, LLC other	USA Financial Securities LLC other	Other	Oct 5, 2015	Oct 1, 2015
Oronzo Anthony Triggiano	J P Turner & Company Capital Management, LLC other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Oct 2, 2015	Dec 28, 2015 (87 d)
Kimberly Evelyn Mcmillion	J P Turner & Company Capital Management, LLC other	Mcnally Financial Services Corporation state registered	Other	Oct 1, 2015	Mar 9, 2016 (160 d)
George Reynolds Howard	J P Turner & Company Capital Management, LLC other	Bfc Planning, Inc. other	Other	Sep 30, 2015	Sep 30, 2015
Kathleen Marie Zwickl	J P Turner & Company Capital Management, LLC other	Centaurus Financial, Inc. other	Other	Sep 30, 2015	Oct 1, 2015
Ernesto A. Chavez	J P Turner & Company Capital Management, LLC other	Western International Securities other	Other	Sep 29, 2015	Oct 19, 2015
Jonathan E White	J P Turner & Company Capital Management, LLC other	Ridgeway Conger Advisory Services other	Other	Sep 25, 2015	Sep 25, 2015
Erick Baer	J P Turner & Company Capital Management, LLC other	Woodbury Financial Services, Inc. other	Other	Sep 23, 2015	Sep 23, 2015
Glenn Herbert Cray	J P Turner & Company Capital Management, LLC other	Moloney Securities Co., Inc. other	Other	Sep 21, 2015	Sep 18, 2015
Robert John Gustafson	J P Turner & Company Capital Management, LLC other	Moloney Securities Asset Management LLC other	Other	Sep 21, 2015	Mar 13, 2017 (539 d)
Bradley John Donner	J P Turner & Company Capital Management, LLC other	Sb Advisory, LLC other	Other	Sep 11, 2015	Sep 4, 2015
Timothy Patrick Sweeney	J P Turner & Company Capital Management, LLC other	Centaurus Financial, Inc. other	Other	Sep 9, 2015	Sep 9, 2015
Howard Leon Dingle	J P Turner & Company Capital Management, LLC other	Centaurus Financial, Inc. other	Other	Sep 3, 2015	Sep 10, 2015
Vladimir Michael Greben	J P Turner & Company Capital Management, LLC other	LPL Financial LLC other	Other	Aug 27, 2015	Sep 1, 2015
Virginia Frances Thompson	J P Turner & Company Capital Management, LLC other	Saxony Capital Management, LLC other	Other	Aug 20, 2015	Apr 11, 2017 (600 d)
Ricky Alan Mantei	J P Turner & Company Capital Management, LLC other	Centaurus Financial, Inc. other	Other	Jun 15, 2015	May 19, 2015
James Christopher Hirst	J P Turner & Company Capital Management, LLC other	B. Riley Wealth Advisors, Inc. other	Other	Apr 21, 2015	Apr 27, 2015
Robert Lloyd Omohundro	J P Turner & Company Capital Management, LLC other	Centaurus Financial, Inc. other	Other	Mar 23, 2015	Mar 24, 2015
Michael William Eldredge	J P Turner & Company Capital Management, LLC other	Centaurus Financial, Inc. other	Other	Mar 23, 2015	Mar 23, 2015
Michael B Beecher	J P Turner & Company Capital Management, LLC other	Centaurus Financial, Inc. other	Other	Mar 23, 2015	Mar 23, 2015
Carl Frederick Worden	J P Turner & Company Capital Management, LLC other	Concorde Asset Management, LLC other	Other	Mar 23, 2015	Mar 13, 2015
Keith Anthony Guertin	J P Turner & Company Capital Management, LLC other	Onedigital other	Other	Mar 12, 2015	May 8, 2015 (57 d)

Page 1 of 2Next

120 moves match.