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.
Feed of 09/14/2026
Also filed as Jared J Manville
At current firm
5 y
since Jul 13, 2021
In the industry
27 y
since Mar 17, 1999 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Mayflower Advisors mixed wealth currentsince Jul 13, 2021 · Boston, Ma
- Onedigital institutionalJul 13, 2021 to Jul 14, 2021 · Boston, Ma
- Greenleaf Advisors formerFeb 26, 2019 to Jul 13, 2021 · Red Bank, Nj
- Alpha Pension Group, Inc. formerJul 14, 2016 to Dec 24, 2018 · Boston, Ma
Moves
a registration end followed by a registration begin elsewhere
- Onedigital to Mayflower Advisorsleft Jul 14, 2021, registered Jul 13, 2021 (-1 days) · Other
- Greenleaf Advisors to Onedigitalleft Jul 13, 2021, registered Jul 13, 2021 (0 days) · Other
- Alpha Pension Group, Inc. to Greenleaf Advisorsleft Dec 24, 2018, registered Feb 26, 2019 (64 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address