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 Jemma Financial Services
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 |
|---|---|---|---|---|---|
| Holly Theresa Turner | Jemma Financial Services independent RIA | Greenspring Advisors, LLC mixed wealth | RIA to RIA | Dec 9, 2025 | Jun 2, 2023 |
| Donald Albert Mattran | Jemma Financial Services other | Foundry Wealth Advisors, LLC independent RIA | Other | Feb 27, 2020 | Jun 19, 2019 |
| Marianne Dorian Mattran | Jemma Financial Services other | Foundry Wealth Advisors, LLC independent RIA | Other | Feb 27, 2020 | Jun 11, 2019 |
| Kyle James Fishler | Jemma Financial Services other | Foundry Wealth Advisors, LLC independent RIA | Other | Feb 27, 2020 | Jul 24, 2020 (148 d) |
| Emily Herstein | Jemma Financial Services other | T. Rowe Price Advisory Services, Inc. independent RIA | Other | Jul 17, 2019 | Aug 9, 2019 |
| Ashlyn M Hood | Jemma Financial Services other | Edward Jones national BD | Other | Apr 24, 2018 | Apr 27, 2018 |
| Christopher James Casner | Jemma Financial Services other | Sfg Wealth Management other | Other | Dec 4, 2017 | Dec 4, 2017 |
Page 1 of 1
7 moves match.