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 Jvl Wealth Strategies
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 |
|---|---|---|---|---|---|
| Nathan Holmes Lowe | Plante Moran Financial Advisors independent RIA | Jvl Wealth Strategies independent RIA | RIA to RIA | Jan 12, 2022 | Jan 1, 2025 (1085 d) |
| Chad Nathan Soukup | Plante Moran Financial Advisors independent RIA | Jvl Wealth Strategies independent RIA | RIA to RIA | Jan 7, 2019 | Jan 1, 2025 (2186 d) |
| Adam Jon Suwyn | Balasa Dinverno Foltz LLC other | Jvl Wealth Strategies independent RIA | Other | Jun 24, 2016 | Mar 3, 2023 (2443 d) |
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3 moves match.