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 Joyn Advisors, Inc.

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
Jennifer Ford Deloach	Securian Financial Services, Inc. BD affiliated	Joyn Advisors, Inc. independent RIA	Affiliated broker-dealer or bank to independent RIA	Nov 26, 2019	Jul 26, 2018
Evan Miles Quinn	Securian Financial Services, Inc. BD affiliated	Joyn Advisors, Inc. independent RIA	Affiliated broker-dealer or bank to independent RIA	Jun 11, 2018	Mar 27, 2018
Bryan E Walls	Personal Capital Advisors Corporation independent RIA	Joyn Advisors, Inc. independent RIA	RIA to RIA	Apr 18, 2018	Jun 19, 2018 (62 d)
Deshunnon Thomas	Synovus Securities, Inc. other	Joyn Advisors, Inc. independent RIA	Other	Mar 22, 2018	Apr 10, 2018
Christina Nichole Mumpower	Kestra Advisory Services, LLC other	Joyn Advisors, Inc. other	Other	Feb 27, 2017	Apr 4, 2017 (36 d)
Eric Boyd Philips	Wells Fargo Advisors wirehouse	Joyn Advisors, Inc. other	Other	Aug 5, 2016	Dec 13, 2016 (130 d)
Sergio De La Torre	Strategic Advisers LLC national BD	Joyn Advisors, Inc. other	Other	May 4, 2016	May 26, 2016
Jason Tyler Eagle	Mercer Global Advisors Inc. other	Joyn Advisors, Inc. other	Other	Feb 19, 2016	Apr 4, 2016 (45 d)
John Wilmer Ellard	Nfp Advisor Services, LLC other	Joyn Advisors, Inc. other	Other	Sep 1, 2015	Oct 19, 2015 (48 d)
Samson Barry Gris	Charles Schwab & Co., Inc. national BD	Joyn Advisors, Inc. other	Other	Aug 18, 2014	Sep 25, 2014 (38 d)
John Steele	Bb&T Investment Services, Inc. no RAUM	Joyn Advisors, Inc. independent RIA	Other	May 1, 2014	Jun 24, 2019 (1880 d)
Gary Thomas Whitehurst	Gv Financial Advisors, Inc. unclassified	Joyn Advisors, Inc. other	Other	Dec 7, 2011	May 2, 2003
Suzanne Robin Durbin	Gv Financial Advisors, Inc. unclassified	Joyn Advisors, Inc. other	Other	Dec 6, 2011	May 2, 2003
Voselyn D Williams-Barnes	Gv Financial Advisors, Inc. unclassified	Joyn Advisors, Inc. other	Other	Dec 6, 2011	Apr 24, 2009
Lara B O'Leary	Gv Financial Advisors, Inc. unclassified	Joyn Advisors, Inc. other	Other	Dec 6, 2011	May 2, 2003
Craig Allen Belisle	Gv Financial Advisors, Inc. unclassified	Joyn Advisors, Inc. other	Other	Dec 6, 2011	Nov 13, 2000
Seth Taylor Adams	Gv Financial Advisors, Inc. unclassified	Joyn Advisors, Inc. other	Other	Dec 6, 2011	Sep 19, 2007
Davi Kutner	Gv Financial Advisors, Inc. unclassified	Joyn Advisors, Inc. other	Other	Dec 6, 2011	Jul 16, 2007
David Griswold Curry	Gv Financial Advisors, Inc. unclassified	Joyn Advisors, Inc. other	Other	Dec 6, 2011	Jul 27, 2010
Cynthia Rose Wilson	Gv Financial Advisors, Inc. unclassified	Joyn Advisors, Inc. other	Other	Dec 6, 2011	Oct 17, 2007
Trevor Kent Thompson	Gv Financial Advisors, Inc. unclassified	Joyn Advisors, Inc. other	Other	Dec 6, 2011	Jun 19, 2007
Tiffany Geyer Rosetti	Gv Financial Advisors, Inc. unclassified	Joyn Advisors, Inc. other	Other	Dec 6, 2011	May 13, 2009
Brian William Frey	Gv Financial Advisors, Inc. unclassified	Joyn Advisors, Inc. other	Other	Dec 6, 2011	Aug 24, 2010
William Lucas Nichols	Gv Financial Advisors, Inc. unclassified	Joyn Advisors, Inc. other	Other	Dec 5, 2011	Mar 10, 2005
Angelia Marie Brown	UBS Financial Services Inc. wirehouse	Joyn Advisors, Inc. other	Other	Sep 23, 2010	Sep 12, 2011 (354 d)
Junko Ishigami Horvath	Gv Financial Advisors, Inc. unclassified	Joyn Advisors, Inc. other	Other	Sep 28, 2006	May 2, 2003
Glen Alan Merritt	Gv Financial Advisors, Inc. unclassified	Joyn Advisors, Inc. other	Other	Mar 8, 2006	Oct 19, 2005
Masood Vojdani	Gv Financial Advisors, Inc. unclassified	Joyn Advisors, Inc. other	Other	Dec 31, 2003	Sep 12, 2000
Anabel Quintero	Gv Financial Advisors, Inc. unclassified	Joyn Advisors, Inc. other	Other	Dec 31, 2003	Sep 12, 2000
Kedest Baharu	Gv Financial Advisors, Inc. unclassified	Joyn Advisors, Inc. other	Other	Dec 31, 2003	Jan 1, 2002
Lisa Lorraine Brown	Gv Financial Advisors, Inc. unclassified	Joyn Advisors, Inc. other	Other	Aug 11, 2003	Apr 24, 2003

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31 moves match.