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
Janet Santa Sherry
Certified Financial Planner
Feed of 09/14/2026
Also filed as Cincotta Sherry
At current firm
7 y
since May 6, 2019
In the industry
29 y
since Mar 19, 1997 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
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
- Arkadios Wealth Advisors BD affiliated currentsince May 6, 2019 · Wall, Nj
- Triad Advisors, LLC formerMar 21, 2014 to Apr 30, 2019 · Wall, Nj
- New England Securities Corporation formerDec 13, 2011 to Mar 31, 2014 · Wall Township, Nj
- Jm Egan Wealth Advisors, LLC formerJan 24, 2006 to Jul 26, 2011 · Madison, Nj
- Cincinnati Analysts, Inc formerJan 10, 2006 to Jun 2, 2009 · Madison, Nj
Moves
a registration end followed by a registration begin elsewhere
- Triad Advisors, LLC to Arkadios Wealth Advisorsleft Apr 30, 2019, registered May 6, 2019 (6 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- New England Securities Corporation to Triad Advisors, LLCleft Mar 31, 2014, registered Mar 21, 2014 (-10 days) · Other
- Jm Egan Wealth Advisors, LLC to New England Securities Corporationleft Jul 26, 2011, registered Dec 13, 2011 (140 days) · Other
- Cincinnati Analysts, Inc to Jm Egan Wealth Advisors, LLCleft Jun 2, 2009, registered Jan 24, 2006 (-1225 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address