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 Jaffe Tilchin Investment Partners, 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
Grace Marie PellegrinoJaffe Tilchin Investment Partners, LLC independent RIAKestra Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 24, 2026Aug 12, 2026
Syed Mohammed Ali FarooqJaffe Tilchin Investment Partners, LLC independent RIAFarther independent RIARIA to RIAMay 5, 2026Apr 13, 2026
Seema JainJaffe Tilchin Investment Partners, LLC independent RIAAxiom Paragon Services LLC state registeredRIA to a state-registered adviserAug 22, 2024Dec 24, 2025 (489 d)
Hunter J BurnetteJaffe Tilchin Investment Partners, LLC independent RIARaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankFeb 23, 2023Jul 17, 2023 (144 d)
Janelle DurbinJaffe Tilchin Investment Partners, LLC independent RIALPL Financial LLC independent RIARIA to RIAAug 15, 2022Oct 27, 2022 (73 d)
Sophia GoodeJaffe Tilchin Investment Partners, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankOct 29, 2021Dec 1, 2021 (33 d)
Richard HappleJaffe Tilchin Investment Partners, LLC independent RIAAvantax Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankJul 2, 2019Aug 2, 2019 (31 d)
Kyle HuberJaffe Tilchin Investment Partners, LLC independent RIAMorgan Stanley wirehouseRIA to wirehouseApr 15, 2019May 8, 2019
Elena Vladimirovna VoslerJaffe Tilchin Investment Partners, LLC otherMorgan Stanley wirehouseOtherJul 11, 2017Nov 29, 2018 (506 d)
Mariette Darline DaytonJaffe Tilchin Investment Partners, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherNov 30, 2015Dec 11, 2015
Thomas John BlakeJaffe Tilchin Investment Partners, LLC otherMorgan Stanley wirehouseOtherNov 30, 2015Feb 22, 2016 (84 d)
Kevin Anthony ReichJaffe Tilchin Investment Partners, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJul 10, 2013Jul 1, 2015 (721 d)
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12 moves match.