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
Jill Ann Henderson
Feed of 09/15/2026
Also filed as Jill Gallegos
At current firm
5 y
since Sep 16, 2021
In the industry
29 y
since May 9, 1997 (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
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Financial Gravity Family Office Services, LLC independent RIA currentsince Sep 16, 2021 · Newberry Park, Ca
- Forta Financial Group, Inc. formerApr 2, 2020 to Oct 5, 2021 · Austin, Tx
- Western International Securities formerJan 14, 2019 to Apr 1, 2020 · Pasadena, Ca
- Mutual Advisors, LLC BD affiliatedFeb 22, 2017 to Jan 14, 2019 · Camarillo, Ca
- Financial West Group formerNov 7, 2002 to Feb 17, 2017 · Westlake Village, Ca
Moves
a registration end followed by a registration begin elsewhere
- Forta Financial Group, Inc. to Financial Gravity Family Office Services, LLCleft Oct 5, 2021, registered Sep 16, 2021 (-19 days) · channel change inside one enterprise, not a move · moved with a team
- Western International Securities to Forta Financial Group, Inc.left Apr 1, 2020, registered Apr 2, 2020 (1 days) · Affiliated broker-dealer or bank to independent RIA
- Mutual Advisors, LLC to Western International Securitiesleft Jan 14, 2019, registered Jan 14, 2019 (0 days) · Affiliated broker-dealer or bank to independent RIA
- Financial West Group to Mutual Advisors, LLCleft Feb 17, 2017, registered Feb 22, 2017 (5 days) · Other
Signals
No dated event on this person.
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