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 J.J. Burns & Company
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 Michael Carter | J.P. Morgan Securities LLC wirehouse | J.J. Burns & Company independent RIA | Wirehouse to independent RIA | Aug 12, 2025 | Oct 15, 2025 (64 d) |
| Anamika Bala Madan | Commonwealth Financial Network national BD | J.J. Burns & Company independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 1, 2024 | May 7, 2024 (96 d) |
| Adam Kohler | Fidelity Personal And Workplace Advisors BD affiliated | J.J. Burns & Company independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 1, 2021 | Feb 25, 2022 (86 d) |
Page 1 of 1
3 moves match.