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 Navarra Tomaneng
Feed of 09/15/2026
Also filed as Jeffrey Navarra Tomaneng
At current firm
2 y
since Jan 23, 2024
In the industry
31 y
since Jun 9, 1995 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Advice And Planning Services BD affiliated currentsince Jan 23, 2024 · Waltham, Ma
- Asset Management Resources, LLC formerMar 8, 2021 to Nov 15, 2023 · Hyannis, Ma
- Lion Street Advisors, LLC formerSep 12, 2019 to Jan 11, 2021 · Newton, Ma
- Capital Analysts BD affiliatedJun 26, 2014 to Aug 14, 2019 · Waltham, Ma
- Lincoln Investment independent RIAJan 6, 2009 to Dec 31, 2015 · Waltham, Ma
- U.S. Financial Advisors formerJun 6, 2007 to Jan 5, 2009 · Woburn, Ma
Moves
a registration end followed by a registration begin elsewhere
- Asset Management Resources, LLC to Advice And Planning Servicesleft Nov 15, 2023, registered Jan 23, 2024 (69 days) · RIA to affiliated broker-dealer or bank
- Lion Street Advisors, LLC to Asset Management Resources, LLCleft Jan 11, 2021, registered Mar 8, 2021 (56 days) · Affiliated broker-dealer or bank to independent RIA
- Capital Analysts to Lion Street Advisors, LLCleft Aug 14, 2019, registered Sep 12, 2019 (29 days) · Affiliated broker-dealer or bank to another
- Lincoln Investment to Capital Analystsleft Dec 31, 2015, registered Jun 26, 2014 (-553 days) · Other
- U.S. Financial Advisors to Lincoln Investmentleft Jan 5, 2009, registered Jan 6, 2009 (1 days) · Other
Signals
- Jeffrey Navarra Tomaneng left Asset Management Resources, Llc for Advice And Planning Services (registered 2024-01-23)Nov 15, 2023 · 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
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address