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 Jrs Investments And Wealth Preservation, 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 |
|---|---|---|---|---|---|
| Daniel Santillan Cotamagana | LPL Financial LLC BD affiliated | Jrs Investments And Wealth Preservation, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Apr 8, 2026 | Jun 23, 2026 (76 d) |
| Brandon Anton Garva | Principal Securities, Inc. BD affiliated | Jrs Investments And Wealth Preservation, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Aug 24, 2022 | Aug 29, 2022 |
| Alexander H Dardick | Hightower Advisors, LLC BD affiliated | Jrs Investments And Wealth Preservation, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Nov 28, 2020 | Apr 21, 2025 (1605 d) |
| Timothy Scott Brady | Scottrade Investment Management BD affiliated | Jrs Investments And Wealth Preservation, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Mar 9, 2018 | Jun 25, 2018 (108 d) |
| Hector Robles | Edward Jones national BD | Jrs Investments And Wealth Preservation, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Oct 25, 2017 | Jan 1, 2025 (2625 d) |
| William Stafford Craig | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Jrs Investments And Wealth Preservation, LLC state registered | Wirehouse to a state-registered adviser | Jun 27, 2017 | May 31, 2019 (703 d) |
| Christopher Michael Petrik | Morgan Stanley wirehouse | Jrs Investments And Wealth Preservation, LLC state registered | Wirehouse to a state-registered adviser | Jan 28, 2015 | Jan 1, 2026 (3991 d) |
| James Robert Swanson | Next Financial Group, Inc. other | Jrs Investments And Wealth Preservation, LLC state registered | Other | Jun 24, 2008 | Jun 4, 2008 |
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8 moves match.