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 Joslin Capital Advisors 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 |
|---|---|---|---|---|---|
| Michael Doyle Joslin | Joslin Capital Advisors LLC independent RIA | Beacon Pointe Advisors, LLC independent RIA | RIA to RIA | Oct 1, 2024 | Jun 18, 2024 |
| Christopher Lee Bentley | Joslin Capital Advisors LLC independent RIA | Beacon Pointe Advisors, LLC independent RIA | RIA to RIA | Jun 6, 2024 | Jun 12, 2024 |
| David Aaron Monsees | Joslin Capital Advisors LLC independent RIA | Beacon Pointe Advisors, LLC independent RIA | RIA to RIA | Jun 6, 2024 | Jun 14, 2024 |
| Marcus D Knauss | Joslin Capital Advisors LLC independent RIA | Decker Retirement Planning Inc. independent RIA | RIA to RIA | Aug 23, 2023 | Oct 19, 2023 (57 d) |
| Chad Brandon Bushon | Joslin Capital Advisors LLC independent RIA | Spg Advisors LLC independent RIA | RIA to RIA | Mar 16, 2023 | May 9, 2025 (785 d) |
| George Robert Lane | Joslin Capital Advisors LLC independent RIA | The Clarius Group, LLC independent RIA | RIA to RIA | Aug 27, 2021 | Jan 11, 2022 (137 d) |
| Tarek Alan Mcalee | Joslin Capital Advisors LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Feb 8, 2021 | Jun 25, 2021 (137 d) |
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7 moves match.