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 Decota Wealth Management, 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 |
|---|---|---|---|---|---|
| William George Demar | Edward Jones national BD | Decota Wealth Management, LLC other | Other | Feb 28, 2017 | Mar 6, 2017 |
| Joanna Christine Cryan Aiken | Edward Jones national BD | Decota Wealth Management, LLC other | Other | Feb 22, 2017 | Mar 1, 2017 |
| Noah Benjamin Jacobson | Jacobson & Breen Wealth Management, LLC other | Decota Wealth Management, LLC other | Other | Jan 6, 2017 | Jan 13, 2017 |
| Daren E Blonski | Edward Jones national BD | Decota Wealth Management, LLC other | Other | Aug 30, 2016 | Sep 27, 2016 |
| James Christopher Decota | Edward Jones national BD | Decota Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 12, 2014 | Mar 10, 2014 |
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5 moves match.