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
Jude Harvey Wilson
Feed of 09/14/2026
At current firm
0 y
since Mar 16, 2026
In the industry
29 y
since Feb 28, 1997 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Centrus Financial Strategies independent RIA currentsince Mar 16, 2026 · Orlando, Fl
- Prosperity Capital Advisors independent RIASep 5, 2023 to May 27, 2026 · Orlando, Fl
- J. W. Cole Advisors, Inc. BD affiliatedAug 20, 2014 to Sep 27, 2023 · Orlando, Fl
- First Allied Advisory Services, Inc. formerJun 15, 2012 to Aug 29, 2014 · Orlando, Fl
- First Allied Securities, Inc. formerMay 11, 2009 to Jul 2, 2012 · San Diego, Ca
- Questar Asset Management, Inc. formerOct 31, 2006 to May 20, 2009 · Winter Park, Fl
- Usallianz Securities, Inc. unclassifiedDec 9, 2003 to Jun 16, 2006 · Port Richey, Fl
Moves
a registration end followed by a registration begin elsewhere
- Prosperity Capital Advisors to Centrus Financial Strategiesleft May 27, 2026, registered Mar 16, 2026 (-72 days) · RIA to a newly registered adviser
- J. W. Cole Advisors, Inc. to Prosperity Capital Advisorsleft Sep 27, 2023, registered Sep 5, 2023 (-22 days) · Affiliated broker-dealer or bank to independent RIA
- First Allied Advisory Services, Inc. to J. W. Cole Advisors, Inc.left Aug 29, 2014, registered Aug 20, 2014 (-9 days) · Other
- First Allied Securities, Inc. to First Allied Advisory Services, Inc.left Jul 2, 2012, registered Jun 15, 2012 (-17 days) · corporate re-registration, not a move
- Questar Asset Management, Inc. to First Allied Securities, Inc.left May 20, 2009, registered May 11, 2009 (-9 days) · Other
- Usallianz Securities, Inc. to Questar Asset Management, Inc.left Jun 16, 2006, registered Oct 31, 2006 (137 days) · corporate re-registration, not a move
Signals
- Jude Harvey Wilson left Prosperity Capital Advisors for Centrus Financial Strategies (registered 2026-03-16)May 27, 2026 · Advisor changed firm · fact
- Jude Harvey Wilson left J. W. Cole Advisors, Inc. for Prosperity Capital Advisors (registered 2023-09-05)Sep 27, 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
- Independent wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address