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
Jody Charles Detillier
Chartered Financial Consultant
Feed of 09/14/2026
At current firm
0 y
since Jan 26, 2026
In the industry
33 y
since Aug 20, 1993 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Newedge Advisors BD affiliated currentsince Jan 26, 2026 · New Orleans, La
- Capital Analysts BD affiliatedOct 17, 2014 to Jan 27, 2026 · Lutcher, La
- Lincoln Investment independent RIAAug 2, 2010 to Jan 27, 2026 · Cincinnati, Oh
- Great American Advisors, Inc. formerMar 18, 2005 to Aug 2, 2010 · Cincinnati, Oh
Moves
a registration end followed by a registration begin elsewhere
- Capital Analysts to Newedge Advisorsleft Jan 27, 2026, registered Jan 26, 2026 (-1 days) · Affiliated broker-dealer or bank to another · moved with a team
- Lincoln Investment to Capital Analystsleft Jan 27, 2026, registered Oct 17, 2014 (-4120 days) · Other · moved with a team
- Great American Advisors, Inc. to Lincoln Investmentleft Aug 2, 2010, registered Aug 2, 2010 (0 days) · corporate re-registration, not a move
Signals
- Jody Charles Detillier left Capital Analysts for Newedge Advisors (registered 2026-01-26)Jan 27, 2026 · Advisor changed firm · fact
- Jody Charles Detillier left Lincoln Investment for Capital Analysts (registered 2014-10-17)Jan 27, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address