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
Jeremy Matthew Vento
Feed of 09/15/2026
Also filed as Jeremy Matthew Vento
At current firm
1 y
since Apr 14, 2025
In the industry
26 y
since Apr 14, 2000 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Ausdal Financial Partners, Inc. independent RIA currentsince Apr 14, 2025 · Pittsburgh, Pa
- Osaic Wealth, Inc. BD affiliatedOct 11, 2024 to Apr 17, 2025 · Scottsdale, Az
- American Portfolios Advisors, Inc formerOct 24, 2017 to Oct 11, 2024 · Holbrook, Ny
- Osaic Fs, Inc. formerJul 14, 2016 to Oct 31, 2017 · Pittsburgh, Pa
Moves
a registration end followed by a registration begin elsewhere
- Osaic Wealth, Inc. to Ausdal Financial Partners, Inc.left Apr 17, 2025, registered Apr 14, 2025 (-3 days) · Affiliated broker-dealer or bank to independent RIA
- American Portfolios Advisors, Inc to Osaic Wealth, Inc.left Oct 11, 2024, registered Oct 11, 2024 (0 days) · corporate re-registration, not a move
- Osaic Fs, Inc. to American Portfolios Advisors, Incleft Oct 31, 2017, registered Oct 24, 2017 (-7 days) · Other · moved with a team
Signals
- Jeremy Matthew Vento left Osaic Wealth, Inc. for Ausdal Financial Partners, Inc. (registered 2025-04-14)Apr 17, 2025 · 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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address