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
Jeffrey Solodkin
Chartered Financial Consultant
Feed of 09/14/2026
At current firm
5 y
since Dec 7, 2020
In the industry
44 y
since Apr 1, 1982 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- LPL Financial LLC BD affiliated currentsince Dec 7, 2020 · Hollywood, Fl
- Kestra Advisory Services, LLC BD affiliatedJun 20, 2016 to Dec 19, 2020 · Hollywood, Fl
- Equitable Advisors, LLC national BDJun 1, 2005 to Aug 16, 2005 · Miami, Fl
- Nfp Advisor Services, LLC formerDec 24, 1997 to Sep 22, 2016 · Hollywood, Fl
- Mony Securities Corporation unclassifiedFeb 26, 1993 to Jun 1, 2005 · Hollywood, Fl
Moves
a registration end followed by a registration begin elsewhere
- Kestra Advisory Services, LLC to LPL Financial LLCleft Dec 19, 2020, registered Dec 7, 2020 (-12 days) · Affiliated broker-dealer or bank to another · moved with a team
- Nfp Advisor Services, LLC to Equitable Advisors, LLCleft Sep 22, 2016, registered Jun 1, 2005 (-4131 days) · Other
- Equitable Advisors, LLC to Kestra Advisory Services, LLCleft Aug 16, 2005, registered Jun 20, 2016 (3961 days) · Other
- Mony Securities Corporation to Nfp Advisor Services, LLCleft Jun 1, 2005, registered Dec 24, 1997 (-2716 days) · Other
Signals
No dated event on this person.
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
- 44derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address