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 Jmc Wealth
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 |
|---|---|---|---|---|---|
| Steven Robert Cherry | Sequoia Wealth Management, LLC independent RIA | Jmc Wealth state registered | RIA to a state-registered adviser | Feb 16, 2023 | Apr 3, 2020 |
| Jordan Gales | Sequoia Wealth Management, LLC independent RIA | Jmc Wealth state registered | RIA to a state-registered adviser | Aug 11, 2020 | Jan 5, 2017 |
| Alexis Paul Rivera | Sequoia Wealth Management, LLC independent RIA | Jmc Wealth state registered | RIA to a state-registered adviser | Apr 23, 2018 | Jun 22, 2017 |
| Julie Marie Murphy | Associated Planners Investment Advisory Inc unclassified | Jmc Wealth state registered | Other | Oct 13, 2009 | Jul 21, 2006 |
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4 moves match.