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
Deborah Jane Camillo
Feed of 09/14/2026
Also filed as Deborah Howard
At current firm
3 y
since May 19, 2023
In the industry
18 y
since Nov 14, 2007 (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
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Cresset Asset Management, LLC independent RIA currentsince May 19, 2023 · Menlo Park, Ca
- J.P. Morgan Private Wealth Advisors LLC formerAug 28, 2018 to May 17, 2023 · Palo Alton, Ca
- Morgan Stanley wirehouseJun 1, 2009 to Aug 30, 2018 · Palo Alto, Ca
- Morgan Stanley & Co. LLC unclassifiedFeb 27, 2008 to Jun 1, 2009 · Palo Alto, Ca
- Wells Fargo Investments, LLC unclassifiedNov 15, 2007 to Feb 1, 2008 · Palo Alto, Ca
Moves
a registration end followed by a registration begin elsewhere
- J.P. Morgan Private Wealth Advisors LLC to Cresset Asset Management, LLCleft May 17, 2023, registered May 19, 2023 (2 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Morgan Stanley to J.P. Morgan Private Wealth Advisors LLCleft Aug 30, 2018, registered Aug 28, 2018 (-2 days) · Wirehouse to independent RIA
- Morgan Stanley & Co. LLC to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- Wells Fargo Investments, LLC to Morgan Stanley & Co. LLCleft Feb 1, 2008, registered Feb 27, 2008 (26 days) · Other
Signals
- Deborah Jane Camillo left J.P. Morgan Private Wealth Advisors Llc for Cresset Asset Management, Llc (registered 2023-05-19)May 17, 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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address