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 Jarvis Financial
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 |
|---|---|---|---|---|---|
| Rhys Colby Cooper | Shilanski & Associates, Inc. independent RIA | Jarvis Financial independent RIA | RIA to RIA | Apr 3, 2024 | Dec 13, 2023 |
| Allen Lee Gentry | Ameriprise Financial Services, LLC national BD | Jarvis Financial independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 7, 2022 | Jan 5, 2023 (59 d) |
| Alexander Michael Lynch | U.S. Bancorp Investments, Inc. BD affiliated | Jarvis Financial independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 28, 2020 | Nov 9, 2020 |
| Matthew P Jarvis | Demars Financial Group LLC independent RIA | Jarvis Financial other | Other | Mar 12, 2013 | Feb 7, 2013 |
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4 moves match.