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 Jbj Investment Partners, 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 |
|---|---|---|---|---|---|
| Mathew Shane Emmert | Gambit Securities, Inc. independent RIA | Jbj Investment Partners, LLC other | Other | Sep 22, 2020 | Aug 17, 2015 |
| Charlotte Anne Morgan | Cetera Advisor Networks LLC other | Jbj Investment Partners, LLC independent RIA | Other | May 30, 2017 | May 30, 2019 (730 d) |
| Daniel Patrick Callahan | Questis unclassified | Jbj Investment Partners, LLC other | Other | Dec 21, 2015 | Feb 3, 2016 (44 d) |
| Mary Caroline Shamburg | Triangle Wealth Management other | Jbj Investment Partners, LLC other | Other | May 2, 2014 | Apr 7, 2015 (340 d) |
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4 moves match.