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 Jim Poe And Associates 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 |
|---|---|---|---|---|---|
| Gary Max Goeppinger | Trs Advisors, LLC state registered | Jim Poe And Associates Inc. other | Other | Nov 18, 2025 | Mar 25, 2024 |
| Ramon Vasquez Aguirre | Trs Advisors, LLC state registered | Jim Poe And Associates Inc. other | Other | Apr 1, 2024 | Feb 19, 2020 |
| John Eugene Perez | Trs Advisors, LLC state registered | Jim Poe And Associates Inc. other | Other | Dec 17, 2021 | Feb 19, 2020 |
| Mark Steven Robinson | MML Investors Services, LLC other | Jim Poe And Associates Inc. other | Other | Jun 6, 2016 | Jan 13, 2017 (221 d) |
| Jerome Van Leftwich | Union Capital Company independent RIA | Jim Poe And Associates Inc. other | Other | Oct 5, 2012 | Mar 14, 2014 (525 d) |
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5 moves match.