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

Jennifer B Thorne

Osaic Advisory Services, LLCBD affiliatedAtlanta, Ga IA-onlyIAPD 2916768

Feed of 09/15/2026

Also filed as Jennifer B Thorne

At current firm

0 y

since Feb 3, 2026

In the industry

29 y

since Aug 7, 1997 (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

Osaic Advisory Services, LLC BD affiliated current
since Feb 3, 2026 · Atlanta, Ga
Beacon Financial Group, Inc. former
Oct 10, 2022 to Mar 27, 2026 · Aurora, Oh
Cambridge Investment Research Advisors, Inc. BD affiliated
Jul 2, 2019 to May 27, 2022 · Beachwood, Oh
Wells Fargo Advisors wirehouse
Mar 22, 2012 to Jul 10, 2019 · Pepper Pike, Oh
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Aug 13, 1999 to Jul 6, 2010 · Pepper Pike, Oh

Moves

a registration end followed by a registration begin elsewhere

Beacon Financial Group, Inc. to Osaic Advisory Services, LLC
left Mar 27, 2026, registered Feb 3, 2026 (-52 days) · RIA to affiliated broker-dealer or bank · moved with a team
Cambridge Investment Research Advisors, Inc. to Beacon Financial Group, Inc.
left May 27, 2022, registered Oct 10, 2022 (136 days) · Affiliated broker-dealer or bank to independent RIA
Wells Fargo Advisors to Cambridge Investment Research Advisors, Inc.
left Jul 10, 2019, registered Jul 2, 2019 (-8 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Wells Fargo Advisors
left Jul 6, 2010, registered Mar 22, 2012 (625 days) · Wirehouse to wirehouse

Signals

Jennifer B Thorne left Beacon Financial Group, Inc. for Osaic Advisory Services, Llc (registered 2026-02-03)
Mar 27, 2026 · Advisor changed firm · fact
Jennifer B Thorne left Cambridge Investment Research Advisors, Inc. for Beacon Financial Group, Inc. (registered 2022-10-10)
May 27, 2022 · 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