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 Jehm Wealth & Retirement, 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 |
|---|---|---|---|---|---|
| William Tyler Gray | Strategic Advisers LLC national BD | Jehm Wealth & Retirement, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Mar 12, 2026 | Aug 11, 2026 (152 d) |
| Eric Robert Lahaie | Brookstone Wealth Advisors, LLC independent RIA | Jehm Wealth & Retirement, LLC state registered | RIA to a state-registered adviser | Oct 8, 2019 | Aug 9, 2019 |
| Jennifer Rebbecca Lahaie | Brookstone Wealth Advisors, LLC independent RIA | Jehm Wealth & Retirement, LLC state registered | RIA to a state-registered adviser | Oct 8, 2019 | Aug 9, 2019 |
| Christopher Kelly Barton | Brookstone Capital Management LLC independent RIA | Jehm Wealth & Retirement, LLC state registered | RIA to a state-registered adviser | Jun 27, 2019 | Aug 15, 2019 (49 d) |
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4 moves match.