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 Jasmijn 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.

AdvisorFromToTypeLeftRegistered
David Alan MellingJasmijn Capital Management, LLC independent RIAAgile Capital Management, LLC unclassifiedOtherDec 31, 2019Dec 11, 2015
Dennis Edward MarshallJasmijn Capital Management, LLC otherMarshall Investment Management, LLC independent RIAOtherAug 17, 2016Jul 30, 2015
Sharon Joy EvansJasmijn Capital Management, LLC otherMarshall Investment Management, LLC independent RIAOtherAug 17, 2016Jul 30, 2015
Kristin Lynn SchoenfelderJasmijn Capital Management, LLC otherMarshall Investment Management, LLC independent RIAOtherAug 17, 2016Jul 30, 2015
David Alan MellingJasmijn Capital Management, LLC otherPersonal Benefit Financial unclassifiedOtherFeb 27, 2015Feb 19, 2015
Leah Odonell RyanJasmijn Capital Management, LLC otherCapital Client Group, Inc. no RAUMOtherJun 23, 2010Oct 21, 2021 (4138 d)
Stephen ZelcerJasmijn Capital Management, LLC otherOsaic Wealth, Inc. otherOtherDec 11, 2008Jul 17, 2008
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7 moves match.