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 The Joseph Group Capital Management
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 |
|---|---|---|---|---|---|
| Jacob Palmer Martin | The Joseph Group Capital Management independent RIA | Northavenue LLC independent RIA | RIA to RIA | Apr 17, 2025 | Apr 18, 2025 |
| David Michael Suchland | The Joseph Group Capital Management independent RIA | Wealthbridge Capital Management, LLC independent RIA | RIA to RIA | Jul 2, 2024 | Jul 18, 2024 |
| Jeffrey Alan Tudor | The Joseph Group Capital Management independent RIA | Sequoia Financial Group, L.L.C. independent RIA | RIA to RIA | Jan 29, 2024 | Jan 2, 2024 |
Page 1 of 1
3 moves match.