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 Juncture Wealth Strategies, 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 |
|---|---|---|---|---|---|
| Daniel Evan Owens | Elk River Wealth Management LLC independent RIA | Juncture Wealth Strategies, LLC independent RIA | RIA to RIA | May 1, 2026 | May 7, 2026 |
| Allison Graham Spangler | Raymond James Financial Services Advisors, Inc BD affiliated | Juncture Wealth Strategies, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 9, 2024 | Sep 8, 2024 |
| Henry Wong | Juncture Wealth Advisors, LLC independent RIA | Juncture Wealth Strategies, LLC independent RIA | RIA to RIA | Jun 15, 2022 | Nov 19, 2021 |
| Hannah Rose Chapman | Ameriprise Financial Services, LLC national BD | Juncture Wealth Strategies, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 2, 2021 | Jan 29, 2021 |
| Jana Lavanway | Fidelity Personal And Workplace Advisors BD affiliated | Juncture Wealth Strategies, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 3, 2020 | Sep 18, 2020 |
| Jack Andrew Barker | Heritage Wealth Management, LLC independent RIA | Juncture Wealth Strategies, LLC independent RIA | RIA to RIA | Dec 14, 2018 | Sep 21, 2018 |
| Barry Scott Rhonemus | Heritage Wealth Management, LLC independent RIA | Juncture Wealth Strategies, LLC independent RIA | RIA to RIA | Dec 14, 2018 | Sep 14, 2018 |
| Connor Pierce Smith | Heritage Wealth Management, LLC independent RIA | Juncture Wealth Strategies, LLC independent RIA | RIA to RIA | Dec 14, 2018 | Sep 14, 2018 |
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8 moves match.