DFX Intelligence

Data Factory

RIA / WealthAdvisor17 years in industry

JERI RAE HANSMANN

Advisor at FORUSALL

OAKLAND, CA | Irvine, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:950120ca-81ad-a436-0a4e-b31f842aaa93

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Oct 3, 2008 to Sep 15, 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: FORUSALL
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 25, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Sep 25, 2008
First registration: Oct 3, 2008
Dual registered: no
IAPD individual key: 5476572

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
Forusall	Institutional manager	Dec 23, 2025	n/a	yes	OAKLAND, CA\|Irvine, CA	Current employment
CUNA BROKERAGE SERVICES, INC.	Former SEC adviser	Apr 18, 2018	Jun 28, 2021	no	LIVE OAK, TX	Previous registration
CUNA BROKERAGE SERVICES, INC.	Former SEC adviser	Feb 1, 2012	Mar 14, 2018	no	TUSTIN, CA\|TUSTIN, CA	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	May 18, 2011	Sep 8, 2011	no	SAN ANTONIO, TX	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	May 2, 2009	Feb 2, 2010	no	IRVINE, CA\|SAN ANTONIO, TX	Previous registration
WAMU INVESTMENTS, INC.	n/a	Oct 3, 2008	May 2, 2009	no	SAN ANTONIO, TX\|IRVINE, CA	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
CUNA BROKERAGE SERVICES, INC.	Forusall	Jun 28, 2021	Dec 23, 2025	1,639	Firm change after gap	Other
CHASE INVESTMENT SERVICES CORP.	CUNA BROKERAGE SERVICES, INC.	Sep 8, 2011	Feb 1, 2012	146	Firm change	Other
WAMU INVESTMENTS, INC.	CHASE INVESTMENT SERVICES CORP.	May 2, 2009	May 2, 2009	0	Bulk transfer	Other

Relationships

Registered with (4)

→ FORUSALLRegistered adviserregistration: current employment
Dec 23, 2025 to presentfactForm ADV
→ CUNA BROKERAGE SERVICES, INC.Registered adviserregistration: previous registration
Apr 18, 2018 to Jun 28, 2021factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
May 18, 2011 to Sep 8, 2011factForm ADV
→ WAMU INVESTMENTS, INC.Registered adviserregistration: previous registration
Oct 3, 2008 to May 2, 2009factForm ADV

Dated events

No dated event names this entity yet.