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 Grant Tucker
Feed of 09/14/2026
At current firm
8 y
since Jul 5, 2018
In the industry
40 y
since Apr 14, 1986 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, 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
- Bok Financial Advisors BD affiliated currentsince Jul 5, 2018 · Stamford, Ct
- Credit Suisse Securities (USA) LLC formerJul 21, 2009 to Nov 1, 2016 · New York, Ny
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOct 18, 2000 to Dec 31, 2008 · Philadelphia, Pa
Moves
a registration end followed by a registration begin elsewhere
- Credit Suisse Securities (USA) LLC to Bok Financial Advisorsleft Nov 1, 2016, registered Jul 5, 2018 (611 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Credit Suisse Securities (USA) LLCleft Dec 31, 2008, registered Jul 21, 2009 (202 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
- 40derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address