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 Jacobi 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 |
|---|---|---|---|---|---|
| Ryan John Shanley | Jacobi Capital Management, LLC independent RIA | Great Valley Advisor Group, LLC independent RIA | RIA to RIA | Jun 14, 2024 | Jun 13, 2024 |
| Lori Piazza-Timchack | Jacobi Capital Management, LLC independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Apr 13, 2021 | Jun 2, 2021 (50 d) |
| Nicholas David Dalessandro | Jacobi Capital Management, LLC other | Securian Financial Services, Inc. BD affiliated | Other | Feb 12, 2018 | Jun 28, 2018 (136 d) |
| Roland Robert Greco | Jacobi Capital Management, LLC other | Insight Private Advisors, LLC other | Other | Sep 8, 2014 | Sep 4, 2014 |
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4 moves match.