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

Alexandra Wlassowsky

MML Investors Services, LLCBD affiliatedWalnut Creek, Ca dual registrantIAPD 1782974

Feed of 09/14/2026

Also filed as Alexandra Wlassowsky

At current firm

0 y

since Sep 1, 2026

In the industry

32 y

since Sep 29, 1993 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

MML Investors Services, LLC BD affiliated current
since Sep 1, 2026 · Walnut Creek, Ca
Citigroup Global Markets Inc. BD affiliated
Jan 11, 2024 to Jun 27, 2025 · San Francisco, Ca
Stratos Wealth Partners, Ltd BD affiliated
Jun 15, 2022 to Dec 31, 2023 · Sausalito, Ca
Wells Fargo Advisors wirehouse
Jun 23, 2017 to Jun 15, 2022 · Santa Rosa, Ca
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Nov 19, 2010 to May 22, 2017 · San Francisco, Ca
Parallel Advisors, LLC independent RIA
Jul 15, 2010 to Oct 18, 2010 · San Francisco, Ca
Morgan Stanley wirehouse
Jun 1, 2009 to Apr 14, 2010 · San Jose, Ca
Citigroup Global Markets Inc. BD affiliated
Feb 20, 2001 to Jun 1, 2009 · San Jose, Ca

Moves

a registration end followed by a registration begin elsewhere

Citigroup Global Markets Inc. to MML Investors Services, LLC
left Jun 27, 2025, registered Sep 1, 2026 (431 days) · Affiliated broker-dealer or bank to another
Stratos Wealth Partners, Ltd to Citigroup Global Markets Inc.
left Dec 31, 2023, registered Jan 11, 2024 (11 days) · Affiliated broker-dealer or bank to another
Wells Fargo Advisors to Stratos Wealth Partners, Ltd
left Jun 15, 2022, registered Jun 15, 2022 (0 days) · Wirehouse to affiliated broker-dealer or bank
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Wells Fargo Advisors
left May 22, 2017, registered Jun 23, 2017 (32 days) · Wirehouse to wirehouse · moved with a team
Parallel Advisors, LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Oct 18, 2010, registered Nov 19, 2010 (32 days) · Other
Morgan Stanley to Parallel Advisors, LLC
left Apr 14, 2010, registered Jul 15, 2010 (92 days) · Other
Citigroup Global Markets Inc. to Morgan Stanley
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move

Signals

Alexandra Wlassowsky left Citigroup Global Markets Inc. for Mml Investors Services, Llc (registered 2026-09-01)
Jun 27, 2025 · Advisor changed firm · fact
Alexandra Wlassowsky left Stratos Wealth Partners, Ltd for Citigroup Global Markets Inc. (registered 2024-01-11)
Dec 31, 2023 · Advisor changed firm · fact
Alexandra Wlassowsky left Wells Fargo Advisors for Stratos Wealth Partners, Ltd (registered 2022-06-15)
Jun 15, 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: 32derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address