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 Stephen Geraci

Ausdal Financial Partners, Inc.independent RIAColorado Springs, Co dual registrantIAPD 1839469

Feed of 09/14/2026

At current firm

1 y

since Oct 22, 2024

In the industry

38 y

since Jun 23, 1988 (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

Ausdal Financial Partners, Inc. independent RIA current
since Oct 22, 2024 · Virginia Beach, Va
Intervest International, Inc. former
May 4, 2010 to Nov 15, 2024 · Virginia Beach, Va
Micg Investment Management, LLC unclassified
Oct 21, 2008 to May 6, 2010 · Newport News, Va
Fisher Investments independent RIA
Jun 20, 2008 to Oct 13, 2008 · Virginia Beach, Va
Osaic Institutions, Inc. BD affiliated
Jun 1, 2008 to Jun 11, 2008 · Virginia Beach, Va
Bi Investments, LLC unclassified
Aug 23, 2007 to Jun 1, 2008 · Virginia Beach, Va
First Command Bank unclassified
Apr 12, 2004 to Sep 2, 2005 · Fort Worth, Tx
First Command Financial Planning, Inc. former
Sep 26, 2003 to Nov 29, 2006 · Tampa, Fl

Moves

a registration end followed by a registration begin elsewhere

Intervest International, Inc. to Ausdal Financial Partners, Inc.
left Nov 15, 2024, registered Oct 22, 2024 (-24 days) · RIA to RIA
Micg Investment Management, LLC to Intervest International, Inc.
left May 6, 2010, registered May 4, 2010 (-2 days) · Other
Fisher Investments to Micg Investment Management, LLC
left Oct 13, 2008, registered Oct 21, 2008 (8 days) · Other
Osaic Institutions, Inc. to Fisher Investments
left Jun 11, 2008, registered Jun 20, 2008 (9 days) · Other
Bi Investments, LLC to Osaic Institutions, Inc.
left Jun 1, 2008, registered Jun 1, 2008 (0 days) · corporate re-registration, not a move
First Command Financial Planning, Inc. to First Command Bank
left Nov 29, 2006, registered Apr 12, 2004 (-961 days) · Other
First Command Bank to Bi Investments, LLC
left Sep 2, 2005, registered Aug 23, 2007 (720 days) · Other

Signals

Jeffrey Stephen Geraci left Intervest International, Inc. for Ausdal Financial Partners, Inc. (registered 2024-10-22)
Nov 15, 2024 · 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: Independent wealth managerderived
Years in industry: 38derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address