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 J W Korth & Company

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.

AdvisorFromToTypeLeftRegistered
Karl Gregory GerasimovMas Advisors LLC institutionalJ W Korth & Company otherOtherMay 12, 2023Oct 7, 2025 (879 d)
Jon Sahir KashatCig Asset Management, Inc. otherJ W Korth & Company otherOtherNov 7, 2017Jan 1, 2025 (2612 d)
Frederick Dean WrightFifth Third Securities, Inc. otherJ W Korth & Company otherOtherNov 27, 2012Feb 19, 2013 (84 d)
Jeffrey Wayne TillmanWells Fargo Advisors wirehouseJ W Korth & Company otherOtherAug 12, 2010May 4, 2012 (631 d)
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4 moves match.