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 Jaffe Tilchin Investment Partners, 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.

AdvisorFromToTypeLeftRegistered
Syed Mohammed Ali FarooqFarther independent RIAJaffe Tilchin Investment Partners, LLC independent RIARIA to RIAJun 11, 2026Jun 10, 2026
Emad Syed PervezFarther independent RIAJaffe Tilchin Investment Partners, LLC independent RIARIA to RIAJun 11, 2026Jun 17, 2026
John Franklin ThomasMorgan Stanley wirehouseJaffe Tilchin Investment Partners, LLC independent RIAWirehouse to independent RIAFeb 13, 2026Mar 26, 2026 (41 d)
Syed Mohammed Ali FarooqForefront independent RIAJaffe Tilchin Investment Partners, LLC independent RIARIA to RIAOct 3, 2025Oct 16, 2025
Robert Vernon MayTrent Capital Management Inc mixed wealthJaffe Tilchin Investment Partners, LLC independent RIARIA to RIAMay 27, 2025Jul 23, 2025 (57 d)
Jonathan Earl BestRaymond James Financial Services Advisors, Inc BD affiliatedJaffe Tilchin Investment Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 15, 2025Jan 14, 2025
John LydickEquitable Advisors, LLC national BDJaffe Tilchin Investment Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 14, 2024Jun 30, 2025 (259 d)
Michelle Marie LudwigTreger & Associates independent RIAJaffe Tilchin Investment Partners, LLC independent RIARIA to RIASep 26, 2024Aug 26, 2024
Richard A CritelliFifth Third Securities, Inc. BD affiliatedJaffe Tilchin Investment Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 22, 2023Mar 11, 2024 (80 d)
Bruce Frederick ShindelmanWells Fargo Advisors wirehouseJaffe Tilchin Investment Partners, LLC independent RIAWirehouse to independent RIADec 23, 2020Jan 26, 2021 (34 d)
Matthew RushPrincipal Securities, Inc. BD affiliatedJaffe Tilchin Investment Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 27, 2020Sep 25, 2020
Richard HappleAvantax Advisory Services BD affiliatedJaffe Tilchin Investment Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 10, 2020Jun 17, 2020
Sophia GoodeRaymond James Financial Services Advisors, Inc BD affiliatedJaffe Tilchin Investment Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 4, 2020Aug 10, 2020 (67 d)
David Glen PearlmanWells Fargo Advisors wirehouseJaffe Tilchin Investment Partners, LLC independent RIAWirehouse to independent RIAJun 4, 2019Jun 4, 2019
Peter Anthony EmmanuelHd Money, Inc. independent RIAJaffe Tilchin Investment Partners, LLC otherOtherJan 12, 2017Dec 23, 2016
Seema JainGeneos Wealth Management, Inc. otherJaffe Tilchin Investment Partners, LLC independent RIAOtherNov 8, 2016Feb 28, 2020 (1207 d)
Richard HappleRaymond James & Associates, Inc. national BDJaffe Tilchin Investment Partners, LLC otherOtherDec 20, 2013Feb 10, 2014 (52 d)
Darren Robert TurnerValic Financial Advisors, Inc. otherJaffe Tilchin Investment Partners, LLC otherOtherAug 25, 2011Jan 19, 2012 (147 d)
Michael Todd DegenovaMorgan Stanley wirehouseJaffe Tilchin Investment Partners, LLC otherOtherJun 3, 2010Aug 2, 2010 (60 d)
Robert David BrayJ. W. Cole Advisors, Inc. otherJaffe Tilchin Investment Partners, LLC otherOtherDec 31, 2008Jan 3, 2008
Michael Scott JonesJ. W. Cole Advisors, Inc. otherJaffe Tilchin Investment Partners, LLC otherOtherDec 31, 2008Apr 25, 2007
Louis Meyers TilchinJ. W. Cole Advisors, Inc. otherJaffe Tilchin Investment Partners, LLC otherOtherDec 31, 2008Jun 15, 2007
Donald Michael RhombergJ. W. Cole Advisors, Inc. otherJaffe Tilchin Investment Partners, LLC otherOtherDec 31, 2008Oct 10, 2008
Mariette Darline DaytonCitigroup Global Markets Inc. otherJaffe Tilchin Investment Partners, LLC otherOtherMay 17, 2007Apr 25, 2007
Scott Alan JaffeCitigroup Global Markets Inc. otherJaffe Tilchin Investment Partners, LLC otherOtherMay 3, 2007Apr 25, 2007
Fazal Mohammed DasankopMony Securities Corporation unclassifiedJaffe Tilchin Investment Partners, LLC otherOtherMay 10, 2005Jul 18, 2008 (1165 d)
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26 moves match.