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 Jhh Wealth, 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 |
|---|---|---|---|---|---|
| Peter C Bisulca | Park Avenue Securities LLC BD affiliated | Jhh Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 3, 2019 | Oct 31, 2022 (1063 d) |
| Jon E Gauthier | Hayden Royal independent RIA | Jhh Wealth, LLC independent RIA | RIA to RIA | Sep 4, 2019 | Sep 6, 2019 |
| Samuel Drayton Haskell | Sterne Agee Asset Management, Inc. other | Jhh Wealth, LLC other | Other | Mar 18, 2015 | Jul 21, 2016 (491 d) |
| Robert Allen Hewett | Pointer Capital, LLC other | Jhh Wealth, LLC other | Other | Sep 30, 2010 | Jul 21, 2016 (2121 d) |
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4 moves match.