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 Jordan Park Group 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 |
|---|---|---|---|---|---|
| Katelyn Marie Hart | Jordan Park Group LLC independent RIA | Pathstone independent RIA | RIA to RIA | Sep 2, 2025 | Sep 30, 2025 |
| Jared Robert Markson | Jordan Park Group LLC independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Feb 5, 2025 | Apr 6, 2026 (425 d) |
| Autumn Joy Anderson | Jordan Park Group LLC independent RIA | Iconiq Capital, LLC other | Other | Apr 1, 2024 | Jun 17, 2024 (77 d) |
| Melissa Kathryn Jones | Jordan Park Group LLC independent RIA | Osborne Partners independent RIA | RIA to RIA | Mar 22, 2024 | Mar 23, 2026 (731 d) |
| Dana Elizabeth Schmidt | Jordan Park Group LLC independent RIA | Wulff, Hansen & Co. independent RIA | RIA to RIA | Aug 4, 2022 | Jul 25, 2022 |
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5 moves match.