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 Wilkins Laub

Independent Financial Group, LLCBD affiliatedEl Cajon, Ca dual registrantIAPD 3175099

Feed of 09/14/2026

Also filed as Jeremy Joseph Wilkins

At current firm

1 y

since Jul 3, 2025

In the industry

27 y

since Feb 2, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Independent Financial Group, LLC BD affiliated current
since Jul 3, 2025 · El Cajon, Ca
Cambridge Investment Research Advisors, Inc. BD affiliated
Jan 2, 2018 to Jul 16, 2025 · El Cajon, Ca
Commonwealth Financial Network national BD
Jan 18, 2013 to Dec 31, 2017 · San Diego, Ca
Sii Investments, Inc. former
Sep 2, 2008 to Jan 30, 2013 · San Diego, Ca
The Retirement Group unclassified
Oct 13, 2006 to Dec 31, 2008 · San Diego, Ca
Ssn Advisory, Inc. former
Aug 24, 2006 to Oct 4, 2006 · Suite 217, Ca
The Retirement Group unclassified
Jan 3, 2002 to Aug 28, 2006 · San Diego, Ca

Moves

a registration end followed by a registration begin elsewhere

Cambridge Investment Research Advisors, Inc. to Independent Financial Group, LLC
left Jul 16, 2025, registered Jul 3, 2025 (-13 days) · Affiliated broker-dealer or bank to another
Commonwealth Financial Network to Cambridge Investment Research Advisors, Inc.
left Dec 31, 2017, registered Jan 2, 2018 (2 days) · Other
Sii Investments, Inc. to Commonwealth Financial Network
left Jan 30, 2013, registered Jan 18, 2013 (-12 days) · Other
The Retirement Group to Sii Investments, Inc.
left Dec 31, 2008, registered Sep 2, 2008 (-120 days) · Other
Ssn Advisory, Inc. to The Retirement Group
left Oct 4, 2006, registered Oct 13, 2006 (9 days) · Other
The Retirement Group to Ssn Advisory, Inc.
left Aug 28, 2006, registered Aug 24, 2006 (-4 days) · Other

Signals

Jeremy Wilkins Laub left Cambridge Investment Research Advisors, Inc. for Independent Financial Group, Llc (registered 2025-07-03)
Jul 16, 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: 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