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 Jacobi Capital Management, 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
Christine MccaslandMorgan Stanley wirehouseJacobi Capital Management, LLC independent RIAWirehouse to independent RIAFeb 16, 2026Jun 23, 2026 (127 d)
Troy Vincent EdwardsChancellor Financial Group Wb LP independent RIAJacobi Capital Management, LLC independent RIARIA to RIAMar 14, 2025Dec 1, 2025 (262 d)
Michael Conway BreePillar Wealth Advisors, LLC independent RIAJacobi Capital Management, LLC independent RIARIA to RIADec 2, 2024Jun 6, 2024
Brandan Michael BreePillar Wealth Advisors, LLC independent RIAJacobi Capital Management, LLC independent RIARIA to RIADec 2, 2024Jun 4, 2024
Richard Collins ClarkPillar Wealth Advisors, LLC independent RIAJacobi Capital Management, LLC independent RIARIA to RIAOct 31, 2024Jun 4, 2024
Kyle Andrew BainPillar Wealth Advisors, LLC independent RIAJacobi Capital Management, LLC independent RIARIA to RIAOct 31, 2024Jun 4, 2024
Kathleen A JohnsonMML Investors Services, LLC BD affiliatedJacobi Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 26, 2022Sep 19, 2022
Stephen Michael SalingerMML Investors Services, LLC BD affiliatedJacobi Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 21, 2022Sep 23, 2022
Thomas Clifford RomanowskiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJacobi Capital Management, LLC independent RIAWirehouse to independent RIAMay 24, 2022May 23, 2022
Andrew Richard AvellanEquitable Advisors, LLC national BDJacobi Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 3, 2021Mar 18, 2021 (43 d)
Lori Piazza-TimchackLPL Financial LLC BD affiliatedJacobi Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 8, 2021Feb 19, 2021 (42 d)
Karen R DarbyMML Investors Services, LLC BD affiliatedJacobi Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 23, 2020Jan 13, 2021
Ryan John ShanleyHornor, Townsend & Kent, LLC BD affiliatedJacobi Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 15, 2020May 14, 2020
Joseph Robert CiavarelliColumbia Management Investment Advisers, LLC asset managerJacobi Capital Management, LLC independent RIAOtherJul 17, 2019Jan 6, 2025 (2000 d)
Amy Melissa LynottMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJacobi Capital Management, LLC independent RIAWirehouse to independent RIAMar 13, 2018Jan 14, 2021 (1038 d)
Robert S RollandMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJacobi Capital Management, LLC otherOtherFeb 6, 2018Feb 5, 2018
Roland Robert GrecoLPL Financial LLC otherJacobi Capital Management, LLC otherOtherSep 18, 2017Oct 17, 2008
Mathew Stephan HammerRz Wealth otherJacobi Capital Management, LLC otherOtherAug 2, 2017May 30, 2017
Francis Joseph HaasRz Wealth otherJacobi Capital Management, LLC otherOtherAug 2, 2017May 23, 2017
Jason James MaileRz Wealth otherJacobi Capital Management, LLC otherOtherAug 2, 2017May 22, 2017
Michael Dominic LovecchioRz Wealth otherJacobi Capital Management, LLC otherOtherAug 2, 2017May 22, 2017
Nicholas David DalessandroMcadam LLC otherJacobi Capital Management, LLC otherOtherMar 24, 2015Jun 24, 2015 (92 d)
Anthony Steven MartinelliNew England Securities Corporation otherJacobi Capital Management, LLC otherOtherJul 2, 2014Jun 13, 2014
William Francis MedicoNew England Securities Corporation otherJacobi Capital Management, LLC otherOtherJul 2, 2014Jun 13, 2014
John Bernard MccarthyM&T Securities, Inc. unclassifiedJacobi Capital Management, LLC otherOtherMar 28, 2014Oct 23, 2015 (574 d)
Jeffrey P ClementeVoya Financial Advisors, Inc. otherJacobi Capital Management, LLC otherOtherJan 10, 2012Jun 23, 2015 (1260 d)
Joseph James ButcherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJacobi Capital Management, LLC otherOtherMar 16, 2009Jan 22, 2010 (312 d)
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27 moves match.