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.
Registered advisor
Joe Carroll Doggett
Chartered Financial Consultant
Feed of 09/14/2026
At current firm
4 y
since Aug 4, 2022
In the industry
43 y
since Apr 21, 1983 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Money Concepts Advisory Service BD affiliated currentsince Aug 4, 2022 · Palm Beach Gardens, Fl
- Jcd Investments, LLC unclassifiedNov 10, 2010 to Jul 20, 2022 · Columbus, In
- Jcd Investments, LLC unclassifiedJan 6, 2006 to Dec 31, 2008 · Columbus, In
- Jcd Investments, LLC unclassifiedJul 8, 2004 to Dec 31, 2004 · Columbus, In
- Equitable Advisors, LLC national BDJun 8, 2000 to Jul 16, 2003 · Columbus, In
- Jcd Investments, LLC unclassifiedApr 17, 1995 to Dec 31, 2003 · Columbus, In
Moves
a registration end followed by a registration begin elsewhere
- Jcd Investments, LLC to Money Concepts Advisory Serviceleft Jul 20, 2022, registered Aug 4, 2022 (15 days) · Other · moved with a team
- Jcd Investments, LLC to Equitable Advisors, LLCleft Dec 31, 2003, registered Jun 8, 2000 (-1301 days) · Other
- Equitable Advisors, LLC to Jcd Investments, LLCleft Jul 16, 2003, registered Jul 8, 2004 (358 days) · Other
Signals
- Joe Carroll Doggett left Jcd Investments, Llc for Money Concepts Advisory Service (registered 2022-08-04)Jul 20, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 43derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address