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
Richard Jagodzinski
Feed of 09/14/2026
Also filed as Richard John Jagodzinski
At current firm
0 y
since Aug 27, 2026
In the industry
36 y
since Jan 11, 1990 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Morgan Stanley wirehouse currentsince Aug 27, 2026 · Mount Laurel, Nj
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNov 2, 2012 to Aug 28, 2026 · Mount Laurel, Nj
- Morgan Stanley wirehouseJun 1, 2009 to Nov 16, 2012 · Mount Laurel, Nj
- Citigroup Global Markets Inc. BD affiliatedSep 2, 2005 to Jun 1, 2009 · Mount Laurel, Nj
- Morgan Stanley Dw Inc. unclassifiedJun 6, 2002 to Sep 8, 2005 · Mount Laurel, Nj
Moves
a registration end followed by a registration begin elsewhere
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Morgan Stanleyleft Aug 28, 2026, registered Aug 27, 2026 (-1 days) · Wirehouse to wirehouse · moved with a team
- Morgan Stanley to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Nov 16, 2012, registered Nov 2, 2012 (-14 days) · Wirehouse to wirehouse
- Citigroup Global Markets Inc. to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- Morgan Stanley Dw Inc. to Citigroup Global Markets Inc.left Sep 8, 2005, registered Sep 2, 2005 (-6 days) · Other
Signals
- Richard Jagodzinski left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Morgan Stanley (registered 2026-08-27)Aug 28, 2026 · 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
- Wirehousederived
- Years in industry
- 36derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address