DFX Intelligence
Advisor moves
Arrivals at J I Medina Investments, 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 |
|---|---|---|---|---|---|
| Jose Ismael Medina | Fidelity Personal And Workplace Advisors BD affiliated | J I Medina Investments, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Sep 23, 2024 | Nov 12, 2024 (50 d) |
| Jose Ismael Medina | Principal Securities, Inc. other | J I Medina Investments, LLC state registered | Other | Jul 26, 2016 | Jan 5, 2021 (1624 d) |
| Jose Ismael Medina | Edward Jones national BD | J I Medina Investments, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Feb 3, 2015 | Jun 24, 2015 (141 d) |
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3 moves match.