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
Jamie Hodges Taber
Feed of 09/15/2026
Also filed as Jamie Diane Hodges
At current firm
0 y
since Feb 9, 2026
In the industry
27 y
since Feb 10, 1999 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Money Concepts Advisory Service BD affiliated currentsince Feb 9, 2026 · Palm Beach Gardens, Fl
- Osaic Wealth, Inc. BD affiliatedJun 14, 2024 to Feb 11, 2026 · Russellville, Ar
- Securities America Advisors, Inc. formerApr 29, 2019 to Jun 14, 2024 · Russellville, Ar
- Summit Financial Group Inc formerSep 1, 2016 to May 7, 2019 · Clarksville, Ar
- Vsr Advisory Services formerJan 18, 2013 to Sep 1, 2016 · Russellville, Ar
- LPL Financial LLC BD affiliatedSep 10, 1999 to Feb 14, 2013 · Cabot, Ar
Moves
a registration end followed by a registration begin elsewhere
- Osaic Wealth, Inc. to Money Concepts Advisory Serviceleft Feb 11, 2026, registered Feb 9, 2026 (-2 days) · Affiliated broker-dealer or bank to another
- Securities America Advisors, Inc. to Osaic Wealth, Inc.left Jun 14, 2024, registered Jun 14, 2024 (0 days) · corporate re-registration, not a move
- Summit Financial Group Inc to Securities America Advisors, Inc.left May 7, 2019, registered Apr 29, 2019 (-8 days) · Affiliated broker-dealer or bank to another · moved with a team
- Vsr Advisory Services to Summit Financial Group Incleft Sep 1, 2016, registered Sep 1, 2016 (0 days) · corporate re-registration, not a move
- LPL Financial LLC to Vsr Advisory Servicesleft Feb 14, 2013, registered Jan 18, 2013 (-27 days) · Other
Signals
- Jamie Hodges Taber left Osaic Wealth, Inc. for Money Concepts Advisory Service (registered 2026-02-09)Feb 11, 2026 · 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
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address