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
Jill A Branthoover
Certified Financial Planner
Feed of 09/15/2026
Also filed as Jill A Zalewski
At current firm
8 y
since Jun 1, 2018
In the industry
28 y
since Sep 8, 1998 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Sequoia Financial Group, L.L.C. independent RIA currentsince Jun 1, 2018 · Beachwood, Oh
- Choreo, LLC independent RIADec 16, 2016 to May 22, 2018 · Cleveland, Oh
- UBS Financial Services Inc. wirehouseApr 19, 2007 to Nov 29, 2016 · Cleveland, Oh
- UBS Financial Services Inc. wirehouseFeb 9, 2007 to Mar 22, 2007 · Beachwood, Oh
- Keybanc Capital Markets Inc. unclassifiedFeb 1, 2005 to Feb 9, 2007 · Beachwood, Oh
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAug 13, 1999 to Jul 2, 2003 · Cleveland, Oh
Moves
a registration end followed by a registration begin elsewhere
- Choreo, LLC to Sequoia Financial Group, L.L.C.left May 22, 2018, registered Jun 1, 2018 (10 days) · Other
- UBS Financial Services Inc. to Choreo, LLCleft Nov 29, 2016, registered Dec 16, 2016 (17 days) · Other
- Keybanc Capital Markets Inc. to UBS Financial Services Inc.left Feb 9, 2007, registered Feb 9, 2007 (0 days) · corporate re-registration, not a move
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Keybanc Capital Markets Inc.left Jul 2, 2003, registered Feb 1, 2005 (580 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
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address