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 Jdl Advisers
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 |
|---|---|---|---|---|---|
| Jessica Viale | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Jdl Advisers independent RIA | Wirehouse to independent RIA | Feb 2, 2026 | Feb 11, 2026 |
| Blaine Robbi Carver | Marsjewett Financial Group independent RIA | Jdl Advisers independent RIA | RIA to RIA | Apr 20, 2022 | May 3, 2022 |
| Edward Tandy Mcglasson | Green Street Advisors, LLC no RAUM | Jdl Advisers other | Other | Jul 9, 2013 | Sep 4, 2013 (57 d) |
| Robert Wayne Knutsen | Harbinger Asset Management, LLC other | Jdl Advisers other | Other | Jun 16, 2011 | Jun 20, 2011 |
| Debera Hansen-Aiken | Cetera Advisor Networks LLC other | Jdl Advisers other | Other | Feb 23, 2010 | Nov 19, 2010 (269 d) |
| Christine Marie Bennett | Comerica Securities other | Jdl Advisers other | Other | Jun 5, 2006 | Jun 2, 2006 |
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6 moves match.