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 Jacksonville Wealth Management
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 |
|---|---|---|---|---|---|
| Richard Boyd Erickson | Waddell & Reed BD affiliated | Jacksonville Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 21, 2021 | Jun 6, 2022 (320 d) |
| Daniel Martin Ciez | Private Advisor Group, LLC BD affiliated | Jacksonville Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 12, 2021 | Jan 6, 2023 (634 d) |
| Christopher David Cox | Private Advisor Group, LLC BD affiliated | Jacksonville Wealth Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 12, 2021 | Mar 29, 2021 |
| Nicholas Joseph Pinelli | Private Advisor Group, LLC BD affiliated | Jacksonville Wealth Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 12, 2021 | Mar 29, 2021 |
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4 moves match.