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 Jaykay Wealth Advisors, Inc.
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 |
|---|---|---|---|---|---|
| Daniel Joseph Duckett | Motley Fool Wealth Management, LLC independent RIA | Jaykay Wealth Advisors, Inc. independent RIA | RIA to RIA | Dec 19, 2025 | Mar 16, 2026 (87 d) |
| Trevor Allen Mccarley | Wells Fargo Advisors wirehouse | Jaykay Wealth Advisors, Inc. independent RIA | Wirehouse to independent RIA | Oct 1, 2020 | Mar 9, 2021 (159 d) |
| Jayanth Rao Kabad | Voya Financial Advisors, Inc. other | Jaykay Wealth Advisors, Inc. independent RIA | Other | Aug 29, 2008 | Jun 3, 2014 (2104 d) |
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3 moves match.