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 Jbj 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Mathew Shane Emmert | Jbj Investment Partners, LLC independent RIA | Creative Planning independent RIA | RIA to RIA | Mar 24, 2022 | Jan 12, 2022 |
| Charlotte Anne Morgan | Jbj Investment Partners, LLC independent RIA | Creative Planning independent RIA | RIA to RIA | Jan 4, 2022 | Jan 4, 2022 |
| Virginia P Wilson | Jbj Investment Partners, LLC independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 9, 2019 | Mar 21, 2024 (1564 d) |
| Daniel Patrick Callahan | Jbj Investment Partners, LLC independent RIA | Capasso Planning Partners LLC independent RIA | RIA to RIA | Mar 22, 2019 | Feb 27, 2019 |
| Mary Caroline Shamburg | Jbj Investment Partners, LLC other | Sheets Smith Wealth Management other | Other | Jul 20, 2017 | Dec 13, 2017 (146 d) |
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5 moves match.