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 Juncture Wealth Strategies, 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 |
|---|---|---|---|---|---|
| Jack Andrew Barker | Juncture Wealth Strategies, LLC independent RIA | Heritage Wealth Management, LLC other | Other | Nov 16, 2018 | Jul 24, 2017 |
| Barry Scott Rhonemus | Juncture Wealth Strategies, LLC independent RIA | Heritage Wealth Management, LLC other | Other | Nov 16, 2018 | Jul 6, 2017 |
| Connor Pierce Smith | Juncture Wealth Strategies, LLC independent RIA | Heritage Wealth Management, LLC other | Other | Nov 16, 2018 | Jun 28, 2017 |
| Michael Brent Frost | Juncture Wealth Strategies, LLC independent RIA | Heritage Family Offices, Llp no RAUM | RIA to a newly registered adviser | Aug 2, 2018 | Feb 3, 2023 (1646 d) |
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4 moves match.