DFX Intelligence

Data Factory

RIA / WealthAdvisor28 years in industry

JANE ELIZABETH MCAULIFFE

Advisor at AXIS WEALTH PARTNERS, LLC

EAST PROVIDENCE, RI | East Greenwich, RI

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:e2f7f248-3231-913b-fd0a-56f0ec95008f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 23, 2004 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: AXIS WEALTH PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 15, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Apr 15, 1998
First registration: Jun 23, 2004
Dual registered: no
Other names: JANE ELIZABETH ALLAIRE
IAPD individual key: 3031341

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
AXIS WEALTH PARTNERS, LLC	Independent wealth	Jun 8, 2017	n/a	yes	East Greenwich, RI\|EAST PROVIDENCE, RI	Current employment
FORBES FINANCIAL PLANNING, INC.	Independent wealth	Sep 17, 2015	Jun 7, 2017	no	EAST GREENWICH, RI	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Oct 20, 2004	Jan 13, 2009	no	TAUNTON, MA\|EASTON, MA\|RAYNHAM, MA\|ATTLEBORO, MA\|ATTLEBORO, MA\|HYANNIS, MA	Previous registration
QUICK & REILLY, INC.	n/a	Jun 23, 2004	Oct 20, 2004	no	PROVIDENCE, RI	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
FORBES FINANCIAL PLANNING, INC.	AXIS WEALTH PARTNERS, LLC	Jun 7, 2017	Jun 8, 2017	1	Firm change	RIA to RIA
BANC OF AMERICA INVESTMENT SERVICES, INC.	FORBES FINANCIAL PLANNING, INC.	Jan 13, 2009	Sep 17, 2015	2,438	Firm change after gap	Other
QUICK & REILLY, INC.	BANC OF AMERICA INVESTMENT SERVICES, INC.	Oct 20, 2004	Oct 20, 2004	0	Bulk transfer	Other

Relationships

Registered with (4)

→ AXIS WEALTH PARTNERS, LLCRegistered adviserregistration: current employment
Jun 8, 2017 to presentfactForm ADV
→ FORBES FINANCIAL PLANNING, INC.Registered adviserregistration: previous registration
Sep 17, 2015 to Jun 7, 2017factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Oct 20, 2004 to Jan 13, 2009factForm ADV
→ QUICK & REILLY, INC.Registered adviserregistration: previous registration
Jun 23, 2004 to Oct 20, 2004factForm ADV

Dated events

No dated event names this entity yet.