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 Ljpr Financial Advisors
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 |
|---|---|---|---|---|---|
| Noel Dacanay Villajuan | Strategic Advisers LLC national BD | Ljpr Financial Advisors other | Other | Aug 31, 2017 | Oct 31, 2017 (61 d) |
| Don Bentley | Strategic Advisers LLC national BD | Ljpr Financial Advisors other | Other | Jun 29, 2016 | Jul 1, 2016 |
| Richelle Annette Durkin | Robinson Capital Management, LLC other | Ljpr Financial Advisors other | Other | Mar 4, 2016 | Oct 29, 2014 |
| Laura Ann Marshall | J.P. Morgan Securities LLC wirehouse | Ljpr Financial Advisors other | Other | Aug 12, 2015 | Aug 7, 2015 |
| Steven Kevin Beller | Natcity Investments, Inc. unclassified | Ljpr Financial Advisors other | Other | Oct 2, 2009 | Apr 25, 2013 (1301 d) |
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5 moves match.