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

Jane Elizabeth Mcauliffe

Axis Wealth Partners, LLCindependent RIAEast Providence, Ri IA-onlyIAPD 3031341

Feed of 09/14/2026

Also filed as Jane Elizabeth Allaire

At current firm

9 y

since Jun 8, 2017

In the industry

28 y

since Apr 15, 1998 (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

Professional profile

what the firm itself publishes, with the page it was read from

Professional profile: linkedin.com/in/jane-mcauliffe-cdfa%C2%AE-38b9631breportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Axis Wealth Partners, LLC independent RIA current
since Jun 8, 2017 · East Greenwich, Ri
Forbes Financial Planning, Inc. independent RIA
Sep 17, 2015 to Jun 7, 2017 · East Greenwich, Ri
Banc Of America Investment Services, Inc. unclassified
Oct 20, 2004 to Jan 13, 2009 · Taunton, Ma
Quick & Reilly, Inc. unclassified
Jun 23, 2004 to Oct 20, 2004 · Providence, Ri

Moves

a registration end followed by a registration begin elsewhere

Forbes Financial Planning, Inc. to Axis Wealth Partners, LLC
left Jun 7, 2017, registered Jun 8, 2017 (1 days) · RIA to RIA
Banc Of America Investment Services, Inc. to Forbes Financial Planning, Inc.
left Jan 13, 2009, registered Sep 17, 2015 (2438 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

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: Independent wealth managerderived
Years in industry: 28derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address