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 Mjp Wealth Advisors

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.

AdvisorFromToTypeLeftRegistered
Ruth Lambert GretzHightower Advisors, LLC BD affiliatedMjp Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIADec 12, 2025May 4, 2026 (143 d)
Louis T NisticoPrinciple Wealth independent RIAMjp Wealth Advisors independent RIARIA to RIAApr 6, 2023Jun 12, 2023 (67 d)
Timothy John FitzgeraldLPL Financial LLC BD affiliatedMjp Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMar 3, 2021Mar 18, 2021
Kevin BradyMercer Global Advisors Inc. independent RIAMjp Wealth Advisors independent RIARIA to RIAJul 23, 2018Dec 4, 2018 (134 d)
Nicholas Mannuel DesousaWells Fargo Advisors wirehouseMjp Wealth Advisors independent RIAWirehouse to independent RIAMar 27, 2018Mar 20, 2018
Gary W LavalleeCommonwealth Financial Network national BDMjp Wealth Advisors otherOtherJan 8, 2015Mar 2, 2015 (53 d)
Steven Eric GlickOsaic Wealth, Inc. otherMjp Wealth Advisors otherOtherOct 16, 2003May 14, 2008 (1672 d)
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7 moves match.