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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

JONATHAN RANDOLPH

Advisor at PRIMERICA ADVISORS

RIVERSIDE, CA | ELLISVILLE, MO

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Search this name across graphsid dfx:ria:31e78cee-e881-ab8f-730b-e53fe206221a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Oct 23, 2018 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PRIMERICA ADVISORS
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: May 4, 2018
First registration: Oct 23, 2018
Dual registered: yes, broker-dealer
Other names: JONATHAN AMOS RANDOLPH|JONATHAN A RANDOLPH
IAPD individual key: 6891294

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PRIMERICA ADVISORS	National bd RIA	Nov 10, 2025	n/a	yes	RIVERSIDE, CA\|ELLISVILLE, MO	Current employment
CHARLES SCHWAB & CO., INC.	National bd RIA	Jul 7, 2020	Jul 2, 2024	no	O'Fallon, MO	Previous registration
SEVERIN INVESTMENTS LLC	Independent wealth	Nov 25, 2019	Jan 23, 2020	no	ST. LOUIS, MO	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Oct 23, 2018	Oct 12, 2019	no	St Louis, MO	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Oct 23, 2018	Oct 12, 2019	no	St. Louis, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CHARLES SCHWAB & CO., INC.	PRIMERICA ADVISORS	Jul 2, 2024	Nov 10, 2025	496	Firm change after gap	Ibd to ibd
SEVERIN INVESTMENTS LLC	CHARLES SCHWAB & CO., INC.	Jan 23, 2020	Jul 7, 2020	166	Firm change	RIA to ibd
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Oct 12, 2019	Oct 23, 2018	-354	Firm change after gap	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Oct 12, 2019	Oct 23, 2018	-354	Channel change	Other

Relationships

Registered with (5)

→ PRIMERICA ADVISORSRegistered adviserregistration: current employment
Nov 10, 2025 to presentfactForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jul 7, 2020 to Jul 2, 2024factForm ADV
→ SEVERIN INVESTMENTS LLCRegistered adviserregistration: previous registration
Nov 25, 2019 to Jan 23, 2020factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 23, 2018 to Oct 12, 2019factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Oct 23, 2018 to Oct 12, 2019factForm ADV

Dated events

Occurred
Jul 2, 2024
Advisor changed firm
Jonathan Randolph left Charles Schwab & Co., Inc. for Primerica Advisors (registered 2025-11-10)
Form ADVobserved 6 days ago