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 Joe Bouchard

Cetera Investment Advisers LLCBD affiliatedFt Worth, Txdual registrantIAPD 1306466

Feed of 09/14/2026

Also filed as Jeffrey Joe Bouchard

At current firm

0 y

since Dec 17, 2025

In the industry

41 y

since Nov 29, 1984 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Cetera Investment Advisers LLC BD affiliated current
since Dec 17, 2025 · Ft Worth, Tx
D.A. Davidson & Co. independent RIA
May 17, 2022 to Dec 18, 2025 · Plano, Tx
B Riley Wealth Management former
Apr 2, 2019 to May 18, 2022 · Dallas, Tx
Ameriprise Financial Services, LLC national BD
Sep 3, 2014 to Apr 10, 2019 · Southlake, Tx
Kestra Private Wealth Services, LLC BD affiliated
Feb 8, 2012 to Sep 24, 2014 · Austin, Tx
Morgan Stanley & Co. LLC unclassified
Nov 20, 2007 to Jun 6, 2008 · Los Angeles, Ca

Moves

a registration end followed by a registration begin elsewhere

D.A. Davidson & Co. to Cetera Investment Advisers LLC
left Dec 18, 2025, registered Dec 17, 2025 (-1 days) · RIA to affiliated broker-dealer or bank
B Riley Wealth Management to D.A. Davidson & Co.
left May 18, 2022, registered May 17, 2022 (-1 days) · Affiliated broker-dealer or bank to independent RIA
Ameriprise Financial Services, LLC to B Riley Wealth Management
left Apr 10, 2019, registered Apr 2, 2019 (-8 days) · Affiliated broker-dealer or bank to another
Kestra Private Wealth Services, LLC to Ameriprise Financial Services, LLC
left Sep 24, 2014, registered Sep 3, 2014 (-21 days) · Other
Morgan Stanley & Co. LLC to Kestra Private Wealth Services, LLC
left Jun 6, 2008, registered Feb 8, 2012 (1342 days) · Other

Signals

Jeffrey Joe Bouchard left D.A. Davidson & Co. for Cetera Investment Advisers Llc (registered 2025-12-17)
Dec 18, 2025 · Advisor changed firm · fact
Jeffrey Joe Bouchard left B Riley Wealth Management for D.A. Davidson & Co. (registered 2022-05-17)
May 18, 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: 41derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address