DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Jmg Financial Group Ltd
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 |
|---|---|---|---|---|---|
| Aaron Joseph Ahlstrom | Ameriprise Financial Services, LLC national BD | Jmg Financial Group Ltd independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 23, 2024 | Aug 2, 2024 |
| Michael Thomas Bellah | Cambridge Investment Research Advisors, Inc. BD affiliated | Jmg Financial Group Ltd independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 17, 2024 | Aug 5, 2024 |
| Christy Elaine Pedersen | Rockefeller Capital Management BD affiliated | Jmg Financial Group Ltd independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 1, 2024 | Aug 21, 2024 (51 d) |
| Jacob M Stanczyk | The Advocate Group, LLC independent RIA | Jmg Financial Group Ltd independent RIA | RIA to RIA | May 2, 2024 | May 15, 2024 |
| Anthony Phillip Johnson | Fisher Investments independent RIA | Jmg Financial Group Ltd independent RIA | RIA to RIA | Jun 9, 2023 | Aug 8, 2023 (60 d) |
| Adam Currie Boyer | Northern Trust Investments, Incorporated asset manager | Jmg Financial Group Ltd independent RIA | Other | May 2, 2022 | Sep 3, 2024 (855 d) |
| Kirk Robert Hackbarth | Strategic Wealth Partners independent RIA | Jmg Financial Group Ltd independent RIA | RIA to RIA | Apr 11, 2022 | Mar 21, 2022 |
| Andrea Nicole Ellis | Pruco Securities, LLC BD affiliated | Jmg Financial Group Ltd independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 20, 2022 | Mar 22, 2022 (61 d) |
| Meggan Marie Carroll | Mps-Loria Financial Planners,LLC independent RIA | Jmg Financial Group Ltd independent RIA | RIA to RIA | Jan 20, 2021 | Feb 19, 2021 |
| Marcus Velasco | Allstate Financial Advisors, LLC BD affiliated | Jmg Financial Group Ltd independent RIA | Affiliated broker-dealer or bank to independent RIA | May 6, 2020 | Dec 18, 2020 (226 d) |
| John Hayden Bollweg | Mps-Loria Financial Planners,LLC independent RIA | Jmg Financial Group Ltd independent RIA | RIA to RIA | Apr 15, 2020 | Apr 21, 2020 |
| Oscar Hernon Cantu | Charles Schwab & Co., Inc. national BD | Jmg Financial Group Ltd independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 26, 2019 | Jan 14, 2020 (49 d) |
| Aaron Walter Niec | Cambridge Investment Research Advisors, Inc. BD affiliated | Jmg Financial Group Ltd independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 9, 2019 | Oct 7, 2019 |
| Kevin J Ryan | Forum Financial Management, LP independent RIA | Jmg Financial Group Ltd independent RIA | RIA to RIA | Jun 10, 2019 | May 4, 2022 (1059 d) |
| Timothy Richard Stringer | Zuckerman Investment Group independent RIA | Jmg Financial Group Ltd independent RIA | RIA to RIA | May 10, 2019 | Sep 20, 2019 (133 d) |
| Matthew Sorenson | U.S. Bancorp Investments, Inc. other | Jmg Financial Group Ltd independent RIA | Other | Aug 24, 2016 | Jan 3, 2022 (1958 d) |
| Thomas Edward Harty | Strategic Advisers LLC national BD | Jmg Financial Group Ltd other | Other | Sep 28, 2006 | Nov 4, 2010 (1498 d) |
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17 moves match.