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
Jacqueline Hanson Aime
Certified Financial Planner
Feed of 09/15/2026
Also filed as Jacqui Moore
At current firm
1 y
since Jun 16, 2025
In the industry
24 y
since Apr 1, 2002 (earliest exam, job or registration)
Prior registered firms
12
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
- Ameriprise Financial Services, LLC national BD currentsince Jun 16, 2025 · Leesburg, Va
- Ameriprise Financial Services, LLC national BDJul 13, 2023 to Jun 16, 2025 · Leesburg, Va
- Pruco Securities, LLC no RAUMAug 3, 2018 to Jun 2, 2020 · Vienna, Va
- Cuso Financial Services, L.P. formerDec 10, 2013 to Jul 26, 2018 · Alexandria, Va
- Opes Capital Management, LLC unclassifiedMar 19, 2012 to Jan 2, 2014 · Leesburg, Va
- United Brokerage Services Inc BD affiliatedNov 25, 2009 to Feb 23, 2012 · Vienna, Va
- Osaic Wealth, Inc. BD affiliatedApr 8, 2008 to Apr 30, 2009 · Mclean, Va
- LPL Financial LLC BD affiliatedMay 16, 2007 to Oct 12, 2007 · Mclean, Va
- Bb&T Investment Services, Inc. formerJan 3, 2006 to Apr 11, 2007 · Fredericksburg, Va
- Suntrust Investment Services, Inc. formerMar 8, 2005 to Dec 14, 2005 · Vienna, Va
- Banc Of America Investment Services, Inc. unclassifiedOct 20, 2004 to Feb 8, 2005 · Mclean, Va
- Quick & Reilly, Inc. unclassifiedMar 30, 2004 to Oct 20, 2004 · Mclean, Va
- Wells Fargo Advisors wirehouseApr 9, 2002 to Mar 18, 2004 · Mclean, Va
Moves
a registration end followed by a registration begin elsewhere
- Pruco Securities, LLC to Ameriprise Financial Services, LLCleft Jun 2, 2020, registered Jul 13, 2023 (1136 days) · Affiliated broker-dealer or bank to another
- Cuso Financial Services, L.P. to Pruco Securities, LLCleft Jul 26, 2018, registered Aug 3, 2018 (8 days) · Affiliated broker-dealer or bank to another
- Opes Capital Management, LLC to Cuso Financial Services, L.P.left Jan 2, 2014, registered Dec 10, 2013 (-23 days) · Other
- United Brokerage Services Inc to Opes Capital Management, LLCleft Feb 23, 2012, registered Mar 19, 2012 (25 days) · Other
- Osaic Wealth, Inc. to United Brokerage Services Incleft Apr 30, 2009, registered Nov 25, 2009 (209 days) · Other
- LPL Financial LLC to Osaic Wealth, Inc.left Oct 12, 2007, registered Apr 8, 2008 (179 days) · Other
- Bb&T Investment Services, Inc. to LPL Financial LLCleft Apr 11, 2007, registered May 16, 2007 (35 days) · Other
- Suntrust Investment Services, Inc. to Bb&T Investment Services, Inc.left Dec 14, 2005, registered Jan 3, 2006 (20 days) · Other
- Banc Of America Investment Services, Inc. to Suntrust Investment Services, Inc.left Feb 8, 2005, registered Mar 8, 2005 (28 days) · Other
- Quick & Reilly, Inc. to Banc Of America Investment Services, Inc.left Oct 20, 2004, registered Oct 20, 2004 (0 days) · corporate re-registration, not a move
- Wells Fargo Advisors to Quick & Reilly, Inc.left Mar 18, 2004, registered Mar 30, 2004 (12 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
- National broker-dealer RIAderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address