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 Jfb Holdings Corp
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 |
|---|---|---|---|---|---|
| John Paul Power | Invesco Advisers, Inc. other | Jfb Holdings Corp other | Other | Jun 7, 2013 | Nov 1, 2013 (147 d) |
| Dennis Gerald Mckinney | Manulife Investment Management (US) LLC other | Jfb Holdings Corp other | Other | Mar 22, 2012 | May 29, 2012 (68 d) |
| Marlene Rosemarie Wilson | Morgan Stanley wirehouse | Jfb Holdings Corp other | Other | Apr 28, 2010 | Feb 29, 2012 (672 d) |
| Keith Richard Telesca | Compass Efficient Model Portfolios, LLC other | Jfb Holdings Corp other | Other | Dec 1, 2009 | Jul 3, 2012 (945 d) |
| Edison Tate Lambeth | Voya Investment Management Co. LLC other | Jfb Holdings Corp other | Other | Sep 27, 2007 | Jul 1, 2015 (2834 d) |
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5 moves match.