RIA Intelligence

Professional profile

linkedin.com/in/jay-dortchreportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• I••••••••• W••••• C••••••• L•• i••••••••• wealth current
  since Jan 22, 2019 · Louisville, Ky
• I••••••••• F•••••••• P••••••• BD affiliated
  Dec 17, 2012 to Jan 22, 2019 · Louisville, Ky
• O•••• F•• I••• former
  Aug 7, 2003 to Dec 13, 2012 · Louisville, Ky
• V••••••• I••••••••• A•••••••• I••• unclassified
  May 24, 2000 to Jan 22, 2003 · Louisville, Ky

• I••••••••• F•••••••• P••••••• to I••••••••• W••••• C••••••• L••
  left Jan 22, 2019, registered Jan 22, 2019 (0 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
• O•••• F•• I••• to I••••••••• F•••••••• P•••••••
  left Dec 13, 2012, registered Dec 17, 2012 (4 days) · Other
• V••••••• I••••••••• A•••••••• I••• to O•••• F•• I•••
  left Jan 22, 2003, registered Aug 7, 2003 (197 days) · Other

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.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Independent wealth managerderived

Years in industry

32derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address