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 Jacobson & Schmitt Advisors, 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 |
|---|---|---|---|---|---|
| Erik Preston Barker | T. Anton Investment House, Inc. independent RIA | Jacobson & Schmitt Advisors, LLC independent RIA | RIA to RIA | May 17, 2023 | May 23, 2023 |
| Daniel Richard Zawidowski | Broadview Financial Management, LLC independent RIA | Jacobson & Schmitt Advisors, LLC independent RIA | RIA to RIA | Aug 13, 2021 | Jul 6, 2021 |
| Christopher Eugene Johnson | Waddell & Reed other | Jacobson & Schmitt Advisors, LLC other | Other | Jan 25, 2018 | Feb 1, 2018 |
| Jason Nordeen Schmitt | Buttonwood Partners, Inc. other | Jacobson & Schmitt Advisors, LLC other | Other | Apr 25, 2005 | May 30, 2006 (400 d) |
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4 moves match.