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 Jfg Family Office

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
Tara Juliette KravasJfg Family Office independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseAug 17, 2026Sep 15, 2026
James Blair CallahanJfg Family Office independent RIACerity Partners LLC independent RIARIA to RIAJul 28, 2026Aug 10, 2026
Edward SimonJfg Family Office independent RIA&Partners independent RIARIA to RIAApr 20, 2026Jun 8, 2026 (49 d)
Samuel Owen RiceJfg Family Office independent RIAUnique Wealth, LLC independent RIARIA to RIAApr 2, 2026Jul 23, 2026 (112 d)
Joseph MasinoJfg Family Office independent RIAJfg Wealth Management, LLC independent RIARIA to RIAJan 29, 2026Aug 14, 2025
Nicholas Holland KralJfg Family Office independent RIAJfg Wealth Management, LLC independent RIARIA to RIAJul 10, 2024Apr 14, 2022
Hunter William SteadleyJfg Family Office independent RIAJfg Wealth Management, LLC independent RIARIA to RIAApr 5, 2021Sep 6, 2019
Matthew Thomas GrayJfg Family Office otherJaniczek Wealth Management otherOtherNov 20, 2014May 28, 2016 (555 d)
Jonathan Kien DuongJfg Family Office otherWealth Engineers, LLC independent RIAOtherAug 8, 2013Oct 23, 2013 (76 d)
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9 moves match.