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 J.M. Arbour, 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 |
|---|---|---|---|---|---|
| Carson Evan Kunkle | J.M. Arbour, LLC independent RIA | Harding Wealth, Inc. independent RIA | RIA to RIA | Jan 15, 2026 | Feb 10, 2026 |
| Nathan Jandreau | J.M. Arbour, LLC independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Oct 24, 2025 | Nov 20, 2025 |
| John Brendan Fitzpatrick | J.M. Arbour, LLC independent RIA | Savvy independent RIA | RIA to RIA | Jan 10, 2025 | Jan 16, 2025 |
Page 1 of 1
3 moves match.