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 Marsjewett Financial Group
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 |
|---|---|---|---|---|---|
| Lucas Robert Baker | Brighton Jones LLC independent RIA | Marsjewett Financial Group independent RIA | RIA to RIA | Apr 12, 2022 | May 18, 2022 (36 d) |
| Scott Robert Jewett | Cetera Advisor Networks LLC BD affiliated | Marsjewett Financial Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 19, 2018 | Jul 16, 2018 |
| Elizabeth Ann Sowle | Cetera Advisor Networks LLC BD affiliated | Marsjewett Financial Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 19, 2018 | Jul 16, 2018 |
| Brian Glenn Mars | Cetera Advisor Networks LLC BD affiliated | Marsjewett Financial Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 19, 2018 | Jul 16, 2018 |
| Blaine Robbi Carver | Cetera Advisor Networks LLC BD affiliated | Marsjewett Financial Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 19, 2018 | Jul 16, 2018 |
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5 moves match.