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 Turner & Company Capital Management, 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
Brian Philip Konty	Equitable Advisors, LLC national BD	J P Turner & Company Capital Management, LLC other	Other	Feb 17, 2015	Feb 11, 2015
Gregory Robert Schowe	Lotusgroup Advisors other	J P Turner & Company Capital Management, LLC other	Other	Oct 15, 2014	Aug 20, 2014
Peter Christopher Cook	Wells Fargo Advisors wirehouse	J P Turner & Company Capital Management, LLC other	Other	Sep 18, 2014	Sep 15, 2014
Thomas Michael Gale	Realta Investment Advisors, Inc other	J P Turner & Company Capital Management, LLC other	Other	May 30, 2014	May 27, 2014
Xianzhong Zhu	Principal Securities, Inc. other	J P Turner & Company Capital Management, LLC other	Other	Apr 17, 2014	Apr 8, 2014
John L Shockey	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	J P Turner & Company Capital Management, LLC other	Other	Mar 20, 2014	Mar 12, 2014
Ryan Jonathan Sherer	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	J P Turner & Company Capital Management, LLC other	Other	Feb 5, 2014	Feb 10, 2014
April D Wallace	Raymond James & Associates, Inc. national BD	J P Turner & Company Capital Management, LLC other	Other	Dec 24, 2013	Dec 20, 2013
Trish Le	Ameriprise Financial Services, LLC national BD	J P Turner & Company Capital Management, LLC other	Other	Oct 31, 2013	Apr 7, 2014 (158 d)
David Joseph Chalmers	United Planners' Financial Services Of America A Limited Partner other	J P Turner & Company Capital Management, LLC other	Other	Oct 28, 2013	Oct 3, 2013
Keith Andrew Herman	Financial Planning Associates, LLC other	J P Turner & Company Capital Management, LLC other	Other	Oct 14, 2013	Sep 9, 2013
Sean Michael Burr	National Planning Corporation ("Npc Of America" In Fl & Ny) other	J P Turner & Company Capital Management, LLC other	Other	Jun 18, 2013	Jun 17, 2013
Keith Anthony Guertin	Oneamerica Securities, Inc. other	J P Turner & Company Capital Management, LLC other	Other	Dec 18, 2012	Dec 3, 2012
Robert John Gustafson	Edward Jones national BD	J P Turner & Company Capital Management, LLC other	Other	Nov 1, 2012	Nov 12, 2012
Timothy Owings Waters	Raymond James Financial Services Advisors, Inc other	J P Turner & Company Capital Management, LLC other	Other	Aug 14, 2012	Aug 10, 2012
Lonnie Gene Simpson	Brokersxpress LLC other	J P Turner & Company Capital Management, LLC other	Other	Aug 2, 2012	Aug 1, 2012
Eduardo Rafael Iniguez	Cl Wealth Management LLC other	J P Turner & Company Capital Management, LLC other	Other	Aug 1, 2012	Aug 2, 2012
Andrew James Hoffmeyer	Brokersxpress LLC other	J P Turner & Company Capital Management, LLC other	Other	Jul 17, 2012	Jul 16, 2012
Glenn Herbert Cray	Edward Jones national BD	J P Turner & Company Capital Management, LLC other	Other	Jun 1, 2012	May 30, 2012
Brian Timothy Stark	Equitable Advisors, LLC national BD	J P Turner & Company Capital Management, LLC other	Other	May 18, 2012	May 15, 2012
James Baker Peters	Equitable Advisors, LLC national BD	J P Turner & Company Capital Management, LLC other	Other	May 18, 2012	May 15, 2012
Cory Philip Robinson	Equitable Advisors, LLC national BD	J P Turner & Company Capital Management, LLC other	Other	May 18, 2012	May 16, 2012
Jeremy David Kees	Edward Jones national BD	J P Turner & Company Capital Management, LLC other	Other	Apr 9, 2012	Apr 9, 2012
Paul Philip Anderson	Citigroup Global Markets Inc. other	J P Turner & Company Capital Management, LLC other	Other	Feb 24, 2012	May 17, 2012 (83 d)
Eva Valentine	Ssn Advisory, Inc. other	J P Turner & Company Capital Management, LLC other	Other	Feb 9, 2012	Dec 6, 2011
Susan Linda Frenkel	Nations Financial Group, Inc. other	J P Turner & Company Capital Management, LLC other	Other	Dec 23, 2011	Dec 19, 2011
Ernest Anthony Cozzi	Workman Securities Corporation unclassified	J P Turner & Company Capital Management, LLC other	Other	Sep 28, 2011	Sep 23, 2011
Michael Joseph Eckenrode	Spc other	J P Turner & Company Capital Management, LLC other	Other	Sep 27, 2011	Sep 23, 2011
George Frank Delbaggio	Spc other	J P Turner & Company Capital Management, LLC other	Other	Sep 27, 2011	Sep 23, 2011
Paul L Johnson	Spc other	J P Turner & Company Capital Management, LLC other	Other	Sep 27, 2011	Sep 23, 2011
Jonathan David Taylor	Edward Jones national BD	J P Turner & Company Capital Management, LLC other	Other	Sep 8, 2011	Sep 6, 2011
Erick Baer	Planned Asset Management other	J P Turner & Company Capital Management, LLC other	Other	Jul 13, 2011	Jun 2, 2011
Eric Matthew Marvin	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	J P Turner & Company Capital Management, LLC other	Other	Mar 15, 2011	Mar 11, 2011
Mario Guiseppe Didomenico	LPL Financial LLC other	J P Turner & Company Capital Management, LLC other	Other	Mar 4, 2011	Mar 4, 2011
Scott Martin Bresky	Financial Planning Associates,Inc. unclassified	J P Turner & Company Capital Management, LLC other	Other	Mar 1, 2011	Feb 25, 2011
Reed Norman Lengel	LPL Financial LLC other	J P Turner & Company Capital Management, LLC other	Other	Feb 28, 2011	Feb 25, 2011
Jeffrey Gerard Meyers	Qa3 Financial LLC unclassified	J P Turner & Company Capital Management, LLC other	Other	Feb 11, 2011	Feb 14, 2011
Scot Bradley Landborg	Qa3 Financial LLC unclassified	J P Turner & Company Capital Management, LLC other	Other	Feb 11, 2011	Feb 18, 2011
Chris M Sullivan	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	J P Turner & Company Capital Management, LLC other	Other	Jan 5, 2011	Feb 18, 2011 (44 d)
Mark Richard Rupp	Voya Financial Advisors, Inc. other	J P Turner & Company Capital Management, LLC other	Other	Oct 25, 2010	Oct 22, 2010
Mark Andrew Young	LPL Financial LLC other	J P Turner & Company Capital Management, LLC other	Other	Oct 6, 2010	Feb 16, 2011 (133 d)
Kimberly Evelyn Mcmillion	Next Financial Group, Inc. other	J P Turner & Company Capital Management, LLC other	Other	Oct 6, 2010	Oct 6, 2010
Kenneth Stephen Blazick	Partners Capital Management, Inc. state registered	J P Turner & Company Capital Management, LLC other	Other	Jul 6, 2010	Dec 8, 2009
Lowell Charles Crabb	Insphere Securities, Inc. unclassified	J P Turner & Company Capital Management, LLC other	Other	Jun 17, 2010	Jul 15, 2010
Jeffrey Joseph Scrimenti	Nfsg Corporation other	J P Turner & Company Capital Management, LLC other	Other	Jun 15, 2010	Jun 14, 2010
David Robert Zoellner	Robert W. Baird & Co. Incorporated other	J P Turner & Company Capital Management, LLC other	Other	May 12, 2010	Aug 11, 2010 (91 d)
David Warren Tate	Insphere Securities, Inc. unclassified	J P Turner & Company Capital Management, LLC other	Other	Apr 27, 2010	May 17, 2010
Michael Young Hamilton	Gunnallen Financial, Inc unclassified	J P Turner & Company Capital Management, LLC other	Other	Mar 31, 2010	May 10, 2010 (40 d)
Shea Ahren Winkeller	Equitable Advisors, LLC national BD	J P Turner & Company Capital Management, LLC other	Other	Mar 31, 2010	Mar 22, 2010
John Kenneth Palmer	Gunnallen Financial, Inc unclassified	J P Turner & Company Capital Management, LLC other	Other	Mar 31, 2010	Mar 31, 2010
Dennis Rodney Wood	Gunnallen Financial, Inc unclassified	J P Turner & Company Capital Management, LLC other	Other	Mar 30, 2010	Apr 7, 2010
Alvin Kenneth Smith	Gunnallen Financial, Inc unclassified	J P Turner & Company Capital Management, LLC other	Other	Mar 30, 2010	Mar 30, 2010
Roger Lee Thompson	Gunnallen Financial, Inc unclassified	J P Turner & Company Capital Management, LLC other	Other	Mar 30, 2010	Mar 27, 2010
Warren Steinborn	Gunnallen Financial, Inc unclassified	J P Turner & Company Capital Management, LLC other	Other	Mar 30, 2010	Apr 6, 2010
Stephen Duane Stech	Gunnallen Financial, Inc unclassified	J P Turner & Company Capital Management, LLC other	Other	Mar 30, 2010	Mar 26, 2010
Robert Nelson Schimmel	Gunnallen Financial, Inc unclassified	J P Turner & Company Capital Management, LLC other	Other	Mar 30, 2010	May 10, 2010 (41 d)
Ricky Alan Mantei	Gunnallen Financial, Inc unclassified	J P Turner & Company Capital Management, LLC other	Other	Mar 29, 2010	Apr 12, 2010
Stuart Craig Chamberlin	Gunnallen Financial, Inc unclassified	J P Turner & Company Capital Management, LLC other	Other	Mar 29, 2010	Mar 25, 2010
Kurt Enoch Chase	Gunnallen Financial, Inc unclassified	J P Turner & Company Capital Management, LLC other	Other	Mar 29, 2010	Mar 26, 2010
Gregory Scott Young	Gunnallen Financial, Inc unclassified	J P Turner & Company Capital Management, LLC other	Other	Mar 29, 2010	Apr 6, 2010

Page 1 of 2Next

107 moves match.