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 Neil Jesani 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.

AdvisorFromToTypeLeftRegistered
Derrick Kyle HobbsAdvanced Wealth Management independent RIANeil Jesani Wealth Management independent RIARIA to RIAAug 31, 2026Aug 24, 2026
Matthew Thomas BoswellAmeriprise Financial Services, LLC national BDNeil Jesani Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAAug 6, 2026Aug 13, 2026
Brandon Scott JudasSinger Wealth Advisors LLC independent RIANeil Jesani Wealth Management independent RIARIA to RIANov 1, 2024Nov 7, 2024
Andrew J ConstantinidesSinger Wealth Advisors LLC independent RIANeil Jesani Wealth Management independent RIARIA to RIAJun 1, 2022Aug 29, 2022 (89 d)
Christopher RoseLPL Financial LLC otherNeil Jesani Wealth Management independent RIAOtherDec 31, 2012Apr 14, 2023 (3756 d)
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5 moves match.