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.F. Williams Co., 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 |
|---|---|---|---|---|---|
| Adam Scott Van Wert | Iwp Wealth Management LLC independent RIA | J.F. Williams Co., Inc. independent RIA | RIA to RIA | Mar 20, 2019 | Mar 21, 2019 |
| Juan Jose Guevara | Cuna Brokerage Services, Inc. other | J.F. Williams Co., Inc. independent RIA | Other | Dec 9, 2015 | Mar 18, 2021 (1926 d) |
| Trent Douglas Porter | Priority Financial Planning, LLC unclassified | J.F. Williams Co., Inc. other | Other | Jul 28, 2009 | Aug 6, 2009 |
| Matthew Anderson Elliott | Moore Financial Group other | J.F. Williams Co., Inc. other | Other | May 9, 2008 | May 21, 2008 |
| Geraldine Ann Janiczek | Janiczek Wealth Management other | J.F. Williams Co., Inc. other | Other | Nov 12, 2002 | Jan 24, 2003 (73 d) |
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5 moves match.