DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Jfr Financial Services, 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 |
|---|---|---|---|---|---|
| John Louis Daly | Jfr Financial Services, Inc. independent RIA | Equitable Advisors, LLC national BD | RIA to affiliated broker-dealer or bank | Jan 6, 2021 | Nov 1, 2024 (1395 d) |
| Thomas Trerice Landis | Jfr Financial Services, Inc. other | LPL Financial LLC other | Other | Oct 17, 2013 | Jul 29, 2011 |
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2 moves match.