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 Jgc Tax & Wealth 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 |
|---|---|---|---|---|---|
| Michelle I Wilson | Jgc Tax & Wealth Management independent RIA | LPL Enterprise, LLC no RAUM | RIA to a newly registered adviser | Oct 19, 2024 | Feb 19, 2025 (123 d) |
| Rebekah Adams | Jgc Tax & Wealth Management independent RIA | Perspective Wealth Partners, LLC independent RIA | RIA to RIA | Jul 14, 2022 | Jul 28, 2022 |
| Mark Wallace Vermillion | Jgc Tax & Wealth Management independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Apr 27, 2018 | Sep 6, 2024 (2324 d) |
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3 moves match.