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 Bbjs Financial 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Li Tang | Radnorwood Capital, LLC state registered | Bbjs Financial Advisors, LLC independent RIA | Other | Sep 16, 2022 | May 7, 2024 (599 d) |
| Adam Tyler Nelson | Edward Jones national BD | Bbjs Financial Advisors, LLC other | Other | Mar 8, 2011 | Jul 14, 2017 (2320 d) |
| David Holmes Lamp | First Command Financial Planning, Inc. other | Bbjs Financial Advisors, LLC other | Other | Nov 27, 2007 | Nov 22, 2007 |
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3 moves match.