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 Jet Wealth Advisors
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 |
|---|---|---|---|---|---|
| Renee Halsch | Wells Fargo Advisors wirehouse | Jet Wealth Advisors no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 16, 2026 | Apr 7, 2026 |
| John Philip Toman | Wells Fargo Advisors wirehouse | Jet Wealth Advisors no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 16, 2026 | Apr 7, 2026 |
| Jeffrey Lawrence Walters | Wells Fargo Advisors wirehouse | Jet Wealth Advisors no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 16, 2026 | Apr 7, 2026 |
| Michael David Hession | Wells Fargo Advisors wirehouse | Jet Wealth Advisors no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 16, 2026 | Apr 7, 2026 |
| Gabriela De Quadros Ribas | Wells Fargo Advisors wirehouse | Jet Wealth Advisors no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 16, 2026 | Apr 7, 2026 |
| Johanna Alexandria Toman | Wells Fargo Advisors wirehouse | Jet Wealth Advisors no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 6, 2026 | Apr 8, 2026 |
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6 moves match.