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 New Frontier Advisors, 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 |
|---|---|---|---|---|---|
| Jeffrey Brian Megar | Julex Capital Management asset manager | New Frontier Advisors, LLC asset manager | Other | Feb 20, 2026 | Jul 25, 2025 |
| John Joseph Kehoe | Freedom Investment Management, Inc. independent RIA | New Frontier Advisors, LLC asset manager | Other | Dec 8, 2022 | Jul 26, 2023 (230 d) |
| Jessi Ringo Andrews | Sei Investments Management Corp asset manager | New Frontier Advisors, LLC asset manager | Other | Jul 16, 2019 | Jul 26, 2019 |
| David Morgan Schubach | Assetmark, Inc. other | New Frontier Advisors, LLC other | Other | Nov 22, 2016 | Apr 12, 2017 (141 d) |
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4 moves match.