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

Arrivals at J.P. Morgan Institutional Investments

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
Alex Schaapveld	Edward Jones national BD	J.P. Morgan Institutional Investments other	Other	Jun 24, 2011	Oct 7, 2011 (105 d)
Christopher Scott Stanton	Nationwide Securities, LLC no RAUM	J.P. Morgan Institutional Investments other	Other	Jun 10, 2011	Jul 13, 2011 (33 d)
Marco Macy Melero	Chase Investment Services Corp. other	J.P. Morgan Institutional Investments other	Other	Apr 29, 2011	May 5, 2011
Eric Martin Jacobs	Chase Investment Services Corp. other	J.P. Morgan Institutional Investments other	Other	Apr 28, 2011	Apr 27, 2011
Laren Ann Campbell	E*Trade Capital Management, LLC other	J.P. Morgan Institutional Investments other	Other	Feb 16, 2011	Mar 8, 2011
Tracy M. Anderson	Edward Jones national BD	J.P. Morgan Institutional Investments other	Other	Jan 25, 2011	Apr 27, 2011 (92 d)
Douglas Ross Davis	Chase Investment Services Corp. other	J.P. Morgan Institutional Investments other	Other	Dec 31, 2010	Jan 12, 2011
Joseph Robert Cummings	Chase Investment Services Corp. other	J.P. Morgan Institutional Investments other	Other	Dec 31, 2010	Jan 12, 2011
Eric Allen Obergfell	Principal Securities, Inc. other	J.P. Morgan Institutional Investments other	Other	Dec 2, 2010	Jan 12, 2011 (41 d)
Clayton Harvey Riddell	Park Avenue Securities LLC other	J.P. Morgan Institutional Investments other	Other	Oct 18, 2010	Mar 3, 2011 (136 d)
Gordon Burke Ward	Lincoln Investment other	J.P. Morgan Institutional Investments other	Other	Aug 10, 2010	Apr 29, 2011 (262 d)
Daniel George Medina	Chase Investment Services Corp. other	J.P. Morgan Institutional Investments other	Other	Nov 20, 2009	Mar 2, 2010 (102 d)
Andrew Kim	Chase Investment Services Corp. other	J.P. Morgan Institutional Investments other	Other	Nov 20, 2009	Mar 2, 2010 (102 d)
Lisa Marie Pamperin	Chase Investment Services Corp. other	J.P. Morgan Institutional Investments other	Other	Nov 20, 2009	Mar 2, 2010 (102 d)
Leonard Carl Lehmann	American Century Advisory Services, Inc. no RAUM	J.P. Morgan Institutional Investments other	Other	Dec 9, 2008	Nov 10, 2010 (701 d)
Kyle Eugene Andrews	Sagepoint Financial, Inc. other	J.P. Morgan Institutional Investments other	Other	Apr 30, 2007	Dec 17, 2007 (231 d)
Joseph Robert Cummings	American Century Advisory Services, Inc. no RAUM	J.P. Morgan Institutional Investments other	Other	Dec 13, 2005	Jun 27, 2006 (196 d)
Tariq Munawar Butt	Carillon Investments, Inc. unclassified	J.P. Morgan Institutional Investments other	Other	Dec 2, 2005	Jun 11, 2007 (556 d)

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18 moves match.