Advisor moves

Arrivals at Tiempo Capital Partners

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
Joanna EspasasJ.P. Morgan Securities LLC wirehouseTiempo Capital Partners independent RIAWirehouse to independent RIAJun 9, 2025Jun 26, 2025
Enrique ViyellaEarthview Advisors LLC independent RIATiempo Capital Partners independent RIARIA to RIAMar 7, 2025Mar 7, 2025
Juan Carlos Freile FrancoJ.P. Morgan Securities LLC wirehouseTiempo Capital Partners independent RIAWirehouse to independent RIAJun 5, 2024Jun 7, 2024
Alexandra Marie ValentinJ.P. Morgan Securities LLC wirehouseTiempo Capital Partners independent RIAWirehouse to independent RIAApr 29, 2024Jun 4, 2024 (36 d)
Philip George HacklemanLion Capital Advisors LLC otherTiempo Capital Partners no RAUMOtherDec 15, 2023Jan 12, 2024
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5 moves match.