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 Jecohen & Co., 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 |
|---|---|---|---|---|---|
| Shayna Lynne Harvey | Insight Total Stewardship unclassified | Jecohen & Co., LLC state registered | Other | Jul 30, 2026 | Apr 8, 2026 |
| Benjamin Conrad Baehr | Insight Total Stewardship unclassified | Jecohen & Co., LLC state registered | Other | Jul 30, 2026 | Aug 13, 2026 |
| Jarrett Edward Cohen | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Jecohen & Co., LLC state registered | Wirehouse to a state-registered adviser | Feb 17, 2015 | Feb 13, 2015 |
| Luther Ray Mcclain | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Jecohen & Co., LLC state registered | Wirehouse to a state-registered adviser | Aug 12, 2013 | Oct 4, 2022 (3340 d) |
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4 moves match.