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 Jfr Financial Services, 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 |
|---|---|---|---|---|---|
| John Louis Daly | Eagle Strategies LLC other | Jfr Financial Services, Inc. other | Other | Jan 11, 2017 | Sep 13, 2017 (245 d) |
| John Forester Robbins | LPL Financial LLC other | Jfr Financial Services, Inc. independent RIA | Other | Mar 27, 2013 | Nov 10, 2021 (3150 d) |
| Craig Robert Sawicki | LPL Financial LLC other | Jfr Financial Services, Inc. other | Other | Mar 29, 2011 | Oct 29, 2010 |
| Thomas Trerice Landis | Cambridge Investment Research Advisors, Inc. other | Jfr Financial Services, Inc. other | Other | Nov 11, 2010 | Nov 4, 2010 |
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4 moves match.