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 The Jamison Edward 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 |
|---|---|---|---|---|---|
| Julia Beth Newton | Foundations Investment Advisors LLC independent RIA | The Jamison Edward Group state registered | RIA to a state-registered adviser | Apr 8, 2025 | Apr 11, 2025 |
| Ryan James Bargfrede | Transamerica Financial Advisors, LLC BD affiliated | The Jamison Edward Group state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jul 14, 2020 | Sep 23, 2021 (436 d) |
| Lee Edward Taylor | St. Bernard Financial Services, Inc. independent RIA | The Jamison Edward Group state registered | RIA to a state-registered adviser | Oct 17, 2019 | Dec 4, 2019 (48 d) |
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3 moves match.