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 Jasmijn 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 |
|---|---|---|---|---|---|
| David Alan Melling | Osaic Wealth, Inc. BD affiliated | Jasmijn Capital Management, LLC other | Other | Jan 7, 2019 | Oct 17, 2007 |
| David Alan Melling | Personal Benefit Financial unclassified | Jasmijn Capital Management, LLC other | Other | Nov 21, 2018 | Apr 22, 2015 |
| David Alan Melling | Agile Capital Management, LLC unclassified | Jasmijn Capital Management, LLC independent RIA | Other | Mar 9, 2018 | May 4, 2021 (1152 d) |
| Dennis Edward Marshall | Osaic Wealth, Inc. other | Jasmijn Capital Management, LLC other | Other | Jul 31, 2015 | Oct 17, 2007 |
| Leah Odonell Ryan | Osaic Wealth, Inc. other | Jasmijn Capital Management, LLC other | Other | Jun 24, 2010 | Jul 2, 2009 |
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5 moves match.