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 Jhs 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
Joseph Alan PerryAviso Wealth Management otherJhs Capital Advisors, LLC otherOtherDec 31, 2016Mar 30, 2010
Joseph Anthony RomanoCadaret Grant & Co Inc otherJhs Capital Advisors, LLC otherOtherJan 8, 2015Jan 12, 2015
Michael Bernard OtooleRBC Capital Markets, LLC national BDJhs Capital Advisors, LLC otherOtherOct 16, 2014Oct 20, 2014
Kelly Ann ConnellyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJhs Capital Advisors, LLC otherOtherJan 23, 2013Feb 19, 2013
Scott David WiegalTransamerica Financial Advisors, LLC otherJhs Capital Advisors, LLC otherOtherNov 28, 2012Nov 26, 2012
Mark Donald HenningsRBC Capital Markets, LLC national BDJhs Capital Advisors, LLC otherOtherAug 9, 2012Aug 2, 2012
Matthew Lee LovettPeregrine Diversified Investment Services Corp. otherJhs Capital Advisors, LLC otherOtherJul 12, 2012Sep 25, 2012 (75 d)
Katie M WhiteWells Fargo Advisors wirehouseJhs Capital Advisors, LLC otherOtherJun 5, 2012Jun 12, 2012
Erin Kathleen O'BrienRBC Capital Markets, LLC national BDJhs Capital Advisors, LLC otherOtherMay 18, 2012Jun 11, 2012
Sam PiehPaulson Investment Company, LLC otherJhs Capital Advisors, LLC otherOtherApr 11, 2012Apr 11, 2012
Voneen Camille BrightPaulson Investment Company, LLC otherJhs Capital Advisors, LLC otherOtherApr 11, 2012Apr 11, 2012
David Gregory StittPaulson Investment Company, LLC otherJhs Capital Advisors, LLC otherOtherApr 11, 2012Apr 11, 2012
Lee Scott SteortsPaulson Investment Company, LLC otherJhs Capital Advisors, LLC otherOtherApr 11, 2012Apr 11, 2012
Joseph OberschewenPaulson Investment Company, LLC otherJhs Capital Advisors, LLC otherOtherApr 11, 2012Apr 11, 2012
Edward James JefferyPaulson Investment Company, LLC otherJhs Capital Advisors, LLC otherOtherApr 11, 2012Apr 11, 2012
Alan Leonard TarkoPaulson Investment Company, LLC otherJhs Capital Advisors, LLC otherOtherApr 11, 2012Apr 11, 2012
James O SturdivantPaulson Investment Company, LLC otherJhs Capital Advisors, LLC otherOtherApr 11, 2012Apr 11, 2012
Joel Gary JanssenPaulson Investment Company, LLC otherJhs Capital Advisors, LLC otherOtherApr 11, 2012Apr 11, 2012
Eric William DavidsonPaulson Investment Company, LLC otherJhs Capital Advisors, LLC otherOtherApr 11, 2012Apr 11, 2012
Asa Lee SavagePaulson Investment Company, LLC otherJhs Capital Advisors, LLC otherOtherApr 11, 2012Apr 11, 2012
Nicholas Michael BalesPaulson Investment Company, LLC otherJhs Capital Advisors, LLC otherOtherApr 11, 2012Apr 11, 2012
Kevin Clinton HollandPaulson Investment Company, LLC otherJhs Capital Advisors, LLC otherOtherApr 11, 2012Apr 11, 2012
Adam M LevyPaulson Investment Company, LLC otherJhs Capital Advisors, LLC otherOtherApr 11, 2012Apr 11, 2012
Bradley James DijulioPaulson Investment Company, LLC otherJhs Capital Advisors, LLC otherOtherApr 11, 2012Apr 11, 2012
Thomas Charles MatyolaPaulson Investment Company, LLC otherJhs Capital Advisors, LLC otherOtherApr 11, 2012Apr 11, 2012
Matthew Roger MillerPaulson Investment Company, LLC otherJhs Capital Advisors, LLC otherOtherApr 11, 2012Apr 11, 2012
Frank Levon SmithMorgan Keegan & Company, LLC otherJhs Capital Advisors, LLC otherOtherMar 31, 2012Nov 3, 2014 (947 d)
Diane Love SpearinStonegate Wealth Management, LLC otherJhs Capital Advisors, LLC otherOtherJan 25, 2012Jan 30, 2012
Jeffery Grant IselerMorgan Stanley wirehouseJhs Capital Advisors, LLC otherOtherJan 17, 2012Jan 17, 2012
Dustin Knight YoungYoung, Stovall And Company unclassifiedJhs Capital Advisors, LLC otherOtherDec 9, 2011Dec 13, 2011
Roark Aaron YoungYoung, Stovall And Company unclassifiedJhs Capital Advisors, LLC otherOtherDec 9, 2011Dec 13, 2011
Anna J RojasRBC Capital Markets, LLC national BDJhs Capital Advisors, LLC otherOtherNov 1, 2011May 16, 2012 (197 d)
Debora Jeanne DuisNorthwestern Mutual Investment Services,LLC otherJhs Capital Advisors, LLC otherOtherNov 1, 2011Nov 9, 2011
Alfred Peter SchofieldRBC Capital Markets, LLC national BDJhs Capital Advisors, LLC otherOtherOct 27, 2011Oct 27, 2011
Thomas E CxypoliskiRBC Capital Markets, LLC national BDJhs Capital Advisors, LLC otherOtherOct 27, 2011Nov 15, 2011
John Joseph CortaleAviso Wealth Management otherJhs Capital Advisors, LLC otherOtherSep 9, 2011Sep 13, 2011
Eduardo Saulo AlzonaAviso Wealth Management otherJhs Capital Advisors, LLC otherOtherSep 9, 2011Sep 9, 2011
John Floyd OlsonVergepointe Wealth Management, LLC otherJhs Capital Advisors, LLC otherOtherJul 27, 2011Apr 11, 2012 (259 d)
Michael William MullinsRBC Capital Markets, LLC national BDJhs Capital Advisors, LLC otherOtherApr 7, 2011Apr 1, 2011
William Larry BendtScott & Stringfellow, LLC otherJhs Capital Advisors, LLC otherOtherMar 22, 2011Mar 23, 2011
Anthony Jerome KepplerRBC Capital Markets, LLC national BDJhs Capital Advisors, LLC otherOtherJan 10, 2011Jan 10, 2011
Carolyn Lee BennettRBC Capital Markets, LLC national BDJhs Capital Advisors, LLC otherOtherJan 10, 2011Jan 10, 2011
John Roy HackettRBC Capital Markets, LLC national BDJhs Capital Advisors, LLC otherOtherJan 10, 2011Jan 10, 2011
Dane Leigh GrouellArnerich Massena, Inc. otherJhs Capital Advisors, LLC otherOtherDec 14, 2010Sep 10, 2013 (1001 d)
Donna Kay AbleMorgan Stanley wirehouseJhs Capital Advisors, LLC otherOtherNov 10, 2010Nov 16, 2010
Paul Richard VogelRaymond James & Associates, Inc. national BDJhs Capital Advisors, LLC otherOtherSep 20, 2010Sep 30, 2010
Thomas Michael MackMorgan Stanley wirehouseJhs Capital Advisors, LLC otherOtherSep 20, 2010Aug 31, 2010
Carlos Alfredo CortezAmeriprise Financial Services, LLC national BDJhs Capital Advisors, LLC otherOtherSep 8, 2010Sep 7, 2010
Gregory Donald LowderUvest Financial Services Group, Inc. unclassifiedJhs Capital Advisors, LLC otherOtherSep 3, 2010Oct 8, 2010 (35 d)
John Winship DurantUvest Financial Services Group, Inc. unclassifiedJhs Capital Advisors, LLC otherOtherSep 3, 2010Oct 8, 2010 (35 d)
Trevor T TaylorRaymond James & Associates, Inc. national BDJhs Capital Advisors, LLC otherOtherJul 13, 2010Jul 12, 2010
Armand Anthony AtkinsonAmeriprise Financial Services, LLC national BDJhs Capital Advisors, LLC otherOtherJul 12, 2010Jul 26, 2010
Gerald Warren SeigelVioni Capital Management otherJhs Capital Advisors, LLC otherOtherApr 30, 2010Jun 16, 2010 (47 d)
Joel PostGunnallen Financial, Inc unclassifiedJhs Capital Advisors, LLC otherOtherMar 31, 2010May 21, 2010 (51 d)
Catherine Mae MilanoGunnallen Financial, Inc unclassifiedJhs Capital Advisors, LLC otherOtherMar 31, 2010May 5, 2010 (35 d)
Sean Todd SteinGunnallen Financial, Inc unclassifiedJhs Capital Advisors, LLC otherOtherMar 30, 2010Apr 29, 2010
Harvey Lee FordGunnallen Financial, Inc unclassifiedJhs Capital Advisors, LLC otherOtherMar 30, 2010Apr 12, 2010
Emily Plauche MaxwellGunnallen Financial, Inc unclassifiedJhs Capital Advisors, LLC otherOtherMar 30, 2010Sep 30, 2010 (184 d)
Christopher Allen FidlerGunnallen Financial, Inc unclassifiedJhs Capital Advisors, LLC otherOtherMar 30, 2010Apr 8, 2010
Frank Louis NargentinoGunnallen Financial, Inc unclassifiedJhs Capital Advisors, LLC otherOtherMar 29, 2010Sep 29, 2010 (184 d)
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77 moves match.