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 Steven Lasky
Feed of 09/15/2026
At current firm
16 y
since Nov 2, 2009
In the industry
41 y
since Mar 25, 1985 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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
- Latitude Advisors, LLC independent RIA currentsince Nov 2, 2009 · Yorkville, Il
- Medallion Advisory Services, LLC unclassifiedOct 3, 2005 to Nov 11, 2009 · Northbrook, Il
- Genworth Financial Planning Corporation unclassifiedNov 2, 2004 to Oct 10, 2005 · Northbrook, Il
- Cetera Investment Advisers LLC BD affiliatedMay 6, 2004 to Oct 10, 2005 · Northbrook, Il
- Genworth Financial Planning Corporation unclassifiedJan 29, 1998 to Oct 25, 2004 · Northbrook, Il
Moves
a registration end followed by a registration begin elsewhere
- Medallion Advisory Services, LLC to Latitude Advisors, LLCleft Nov 11, 2009, registered Nov 2, 2009 (-9 days) · Other
- Genworth Financial Planning Corporation to Medallion Advisory Services, LLCleft Oct 10, 2005, registered Oct 3, 2005 (-7 days) · Other
- Cetera Investment Advisers LLC to Genworth Financial Planning Corporationleft Oct 10, 2005, registered Nov 2, 2004 (-342 days) · Other
- Genworth Financial Planning Corporation to Cetera Investment Advisers LLCleft Oct 25, 2004, registered May 6, 2004 (-172 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
- Independent wealth managerderived
- Years in industry
- 41derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address