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 Jenkins Wealth
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 |
|---|---|---|---|---|---|
| Edward Lee Gerber | Jenkins Wealth independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Mar 19, 2025 | Feb 28, 2025 |
| Daniel Lee | Jenkins Wealth independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Mar 19, 2025 | Feb 28, 2025 |
| David Andrew Henderson | Jenkins Wealth independent RIA | Western Wealth Management LLC independent RIA | RIA to RIA | Feb 20, 2025 | Feb 14, 2025 |
| Corey Francis Ward | Jenkins Wealth independent RIA | Impact Partnership Wealth, LLC independent RIA | RIA to RIA | Oct 3, 2024 | Mar 25, 2024 |
| Jacquelyn Renea Campbell | Jenkins Wealth independent RIA | Impact Partnership Wealth, LLC independent RIA | RIA to RIA | Oct 3, 2024 | Jan 4, 2024 |
| Luke Vanzo | Jenkins Wealth independent RIA | Accelerated Wealth Advisors LLC independent RIA | RIA to RIA | Apr 1, 2024 | Jan 29, 2024 |
| Lawrence Peter Spoth | Jenkins Wealth independent RIA | Impact Partnership Wealth, LLC independent RIA | RIA to RIA | Oct 16, 2023 | Oct 16, 2023 |
| Jacob Zachary Child | Jenkins Wealth independent RIA | Impact Partnership Wealth, LLC independent RIA | RIA to RIA | Oct 16, 2023 | Oct 16, 2023 |
| Tayvon Rakeem Jackson | Jenkins Wealth independent RIA | Impact Partnership Wealth, LLC no RAUM | RIA to a newly registered adviser | Jul 27, 2021 | Jul 30, 2021 |
| Daniel Lee | Jenkins Wealth independent RIA | Modern Millennial Wealth LLC unclassified | Other | Oct 28, 2020 | Jan 12, 2021 (76 d) |
Page 1 of 1
10 moves match.