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 Colarion
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 |
|---|---|---|---|---|---|
| Peter C Bisulca | Jhh Wealth, LLC independent RIA | Colarion independent RIA | RIA to RIA | Dec 31, 2023 | Jan 31, 2024 (31 d) |
| Jon E Gauthier | Jhh Wealth, LLC independent RIA | Colarion independent RIA | RIA to RIA | Dec 31, 2023 | Jan 31, 2024 (31 d) |
| David Jackson | Jhh Wealth, LLC independent RIA | Colarion independent RIA | RIA to RIA | Dec 31, 2023 | Jan 31, 2024 (31 d) |
| Samuel Drayton Haskell | Jhh Wealth, LLC other | Colarion independent RIA | Other | Sep 13, 2017 | Nov 20, 2017 (68 d) |
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4 moves match.