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 J.P. King 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 |
|---|---|---|---|---|---|
| Douglas R Villing | Advice And Planning Services BD affiliated | J.P. King Advisors, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 13, 2020 | Jan 4, 2021 (52 d) |
| Jessica Lee Schafer | American Investors Co other | J.P. King Advisors, Inc. other | Other | Jul 15, 2016 | Jul 27, 2016 |
| Justin William Dodson | Strategic Advisers LLC national BD | J.P. King Advisors, Inc. other | Other | Sep 5, 2012 | Sep 17, 2012 |
| Scott Nicolas Horton | Strategic Advisers LLC national BD | J.P. King Advisors, Inc. other | Other | May 9, 2008 | May 28, 2012 (1480 d) |
Page 1 of 1
4 moves match.