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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

J••••••• K•• G••••••••

M••••••• I••••••••• N•••••• I•••BD affiliatedDallas, Tx dual registrantIAPD 2859587

Feed of 09/15/2026

Also filed as Jennifer Kay Corbell

At current firm

2 y

since Sep 16, 2024

In the industry

29 y

since Nov 1, 1996 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

M••••••• I••••••••• N•••••• I••• BD affiliated current
since Sep 16, 2024 · Dallas, Tx
I••••• F•••••••• independent RIA
Oct 4, 2022 to Sep 23, 2024 · Fort Worth, Tx
L•• F•••••••• L•• BD affiliated
Jun 4, 2018 to Jun 15, 2023 · Fort Worth, Tx
P•••••••• A••••••• national BD
Jan 15, 2013 to Jun 6, 2018 · Fort Worth, Tx

Moves

a registration end followed by a registration begin elsewhere

I••••• F•••••••• to M••••••• I••••••••• N•••••• I•••
left Sep 23, 2024, registered Sep 16, 2024 (-7 days) · Affiliated broker-dealer or bank to another
L•• F•••••••• L•• to I••••• F••••••••
left Jun 15, 2023, registered Oct 4, 2022 (-254 days) · Affiliated broker-dealer or bank to independent RIA
P•••••••• A••••••• to L•• F•••••••• L••
left Jun 6, 2018, registered Jun 4, 2018 (-2 days) · Affiliated broker-dealer or bank to independent RIA

Signals

Jennifer Kay Gist-Hall left Intrua Financial for Momentum Independent Network Inc. (registered 2024-09-16)
Sep 23, 2024 · Advisor changed firm · fact
Jennifer Kay Gist-Hall left Lpl Financial Llc for Intrua Financial (registered 2022-10-04)
Jun 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: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address