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 Jpl Asset Management And Planning, 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 |
|---|---|---|---|---|---|
| Marc Alan Hansen | LPL Financial LLC other | Jpl Asset Management And Planning, LLC state registered | Other | Jul 7, 2010 | Jun 30, 2010 |
| Christopher Lee Bove | LPL Financial LLC other | Jpl Asset Management And Planning, LLC state registered | Other | Jan 14, 2008 | Jan 2, 2008 |
| Thomas Martin Larocca | LPL Financial LLC other | Jpl Asset Management And Planning, LLC state registered | Other | Jan 14, 2008 | May 20, 2010 (857 d) |
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3 moves match.