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 Jenkins Wealth
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 Lee | Modern Millennial Wealth LLC unclassified | Jenkins Wealth independent RIA | Other | Nov 23, 2021 | Nov 30, 2021 |
| Tayvon Rakeem Jackson | Simplicity Wealth independent RIA | Jenkins Wealth independent RIA | RIA to RIA | Mar 19, 2021 | Jul 21, 2021 (124 d) |
| Corey Francis Ward | Cuso Financial Services, L.P. BD affiliated | Jenkins Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 22, 2020 | Feb 4, 2021 (44 d) |
| Jacquelyn Renea Campbell | Brookstone Wealth Advisors, LLC independent RIA | Jenkins Wealth independent RIA | RIA to RIA | Oct 5, 2020 | Nov 18, 2020 (44 d) |
| Lawrence Peter Spoth | Brookstone Wealth Advisors, LLC independent RIA | Jenkins Wealth independent RIA | RIA to RIA | Jun 29, 2020 | Jun 30, 2020 |
| Luke Vanzo | Thrivent Investment Management Inc. BD affiliated | Jenkins Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | May 15, 2020 | May 20, 2020 |
| Edward Lee Gerber | Dmk Advisor Group, Inc. independent RIA | Jenkins Wealth independent RIA | RIA to RIA | Dec 11, 2019 | Apr 15, 2021 (491 d) |
| Daniel Lee | Schwab Wealth Advisory, Inc. BD affiliated | Jenkins Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 2, 2019 | Oct 22, 2020 (569 d) |
| David Andrew Henderson | Creativeone Securities, LLC BD affiliated | Jenkins Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2017 | Jan 2, 2018 |
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9 moves match.