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 Jrl 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.

AdvisorFromToTypeLeftRegistered
John Fielding CriglerVoya Financial Advisors, Inc. BD affiliatedJrl Capital Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 12, 2020Mar 13, 2020
Kristopher Bryan FieldVfg Advisors, Inc. otherJrl Capital Advisors LLC otherOtherSep 14, 2011Sep 12, 2013 (729 d)
Randolph Cienega RodriguezWfp Securities unclassifiedJrl Capital Advisors LLC otherOtherJul 18, 2011Jul 20, 2011
Allan Leo TentlerWfp Securities unclassifiedJrl Capital Advisors LLC otherOtherJul 18, 2011Jul 21, 2011
Daniel Pierre LaframboiseWfp Securities unclassifiedJrl Capital Advisors LLC otherOtherJun 30, 2011Jul 7, 2011
John P PageWfp Securities unclassifiedJrl Capital Advisors LLC otherOtherJun 14, 2011Jun 16, 2011
Curtis Jerome SathreWfp Securities unclassifiedJrl Capital Advisors LLC otherOtherJun 6, 2011Jul 13, 2011 (37 d)
Donald Leonhard HartmannFsc Securities Corporation otherJrl Capital Advisors LLC otherOtherSep 10, 2004Sep 16, 2004
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8 moves match.