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 Jt Stratford, 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 |
|---|---|---|---|---|---|
| Augustus Grant Hames | Bfc Planning, Inc. BD affiliated | Jt Stratford, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 1, 2024 | Aug 8, 2024 |
| Travis Gerald Echols | Echols Financial Services unclassified | Jt Stratford, LLC independent RIA | Other | Nov 13, 2023 | Jun 17, 2022 |
| James Musgrove Eggers | Avantax Advisory Services BD affiliated | Jt Stratford, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 1, 2023 | Mar 14, 2023 |
| Anne Marie Webster | Stephens BD affiliated | Jt Stratford, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 18, 2019 | Jan 9, 2020 (52 d) |
| Gary Frank Klaric | United Planners' Financial Services Of America A Limited Partner independent RIA | Jt Stratford, LLC independent RIA | RIA to RIA | Apr 16, 2019 | Apr 10, 2019 |
| James Anthony Davenport | Colhoun, Robins, Davenport & Co., LLC other | Jt Stratford, LLC other | Other | Nov 4, 2015 | Nov 4, 2015 |
| Mark Edward Gibbs | Gibbs Financial Services, Pc unclassified | Jt Stratford, LLC other | Other | Aug 5, 2015 | Mar 25, 2015 |
| Edwin Leonard Robins | Colhoun, Robins, Davenport & Co., LLC other | Jt Stratford, LLC other | Other | Jun 26, 2015 | Jun 26, 2015 |
| Gregory Counts Wilson | J.T. Stratford Advisors, LLC unclassified | Jt Stratford, LLC other | Other | Dec 31, 2008 | Feb 22, 2011 (783 d) |
| Dwayne Todd Ferguson | J.T. Stratford Advisors, LLC unclassified | Jt Stratford, LLC other | Other | Dec 31, 2008 | Feb 22, 2011 (783 d) |
| Bryan Mark Hogan | J.T. Stratford Advisors, LLC unclassified | Jt Stratford, LLC other | Other | Dec 31, 2008 | Feb 22, 2011 (783 d) |
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11 moves match.