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 Entrust Financial 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 |
|---|---|---|---|---|---|
| Joseph Martinez | Janney Montgomery Scott LLC BD affiliated | Entrust Financial LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 17, 2019 | Jan 12, 2021 (606 d) |
| Jennifer Mary Bravo | Securian Financial Services, Inc. other | Entrust Financial LLC other | Other | Aug 2, 2017 | Aug 1, 2017 |
| Jay Gordon Llewelyn | Mcadam LLC other | Entrust Financial LLC independent RIA | Other | Oct 26, 2016 | Aug 24, 2023 (2493 d) |
| Joslyn Gail Ewart | Lincoln Investment other | Entrust Financial LLC other | Other | Mar 13, 2015 | Mar 12, 2015 |
| Kelly Ann Cullen Gentles | Lincoln Investment other | Entrust Financial LLC other | Other | Mar 13, 2015 | Mar 26, 2015 |
| Mckenzie Jane Frankel | Lincoln Investment other | Entrust Financial LLC other | Other | Mar 13, 2015 | Mar 12, 2015 |
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6 moves match.