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
Kerry Jane Ahern
Feed of 09/14/2026
Also filed as Kerry Jane Cipollini
At current firm
0 y
since Jan 7, 2026
In the industry
25 y
since Oct 27, 2000 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Verdence Capital Advisors, LLC independent RIA currentsince Jan 7, 2026 · Hunt Valley, Md
- Janney Montgomery Scott LLC BD affiliatedJun 6, 2025 to Dec 15, 2025 · Hunt Valley, Md
- Strategic Advisers LLC national BDMar 31, 2025 to Jun 4, 2025 · Towson, Md
- Fidelity Personal And Workplace Advisors formerJun 11, 2021 to Mar 31, 2025 · Towson, Md
- Morgan Stanley wirehouseApr 29, 2011 to Oct 3, 2018 · Baltimore, Md
Moves
a registration end followed by a registration begin elsewhere
- Janney Montgomery Scott LLC to Verdence Capital Advisors, LLCleft Dec 15, 2025, registered Jan 7, 2026 (23 days) · Affiliated broker-dealer or bank to independent RIA
- Strategic Advisers LLC to Janney Montgomery Scott LLCleft Jun 4, 2025, registered Jun 6, 2025 (2 days) · Affiliated broker-dealer or bank to another
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Morgan Stanley to Fidelity Personal And Workplace Advisorsleft Oct 3, 2018, registered Jun 11, 2021 (982 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- Kerry Jane Ahern left Janney Montgomery Scott Llc for Verdence Capital Advisors, Llc (registered 2026-01-07)Dec 15, 2025 · Advisor changed firm · fact
- Kerry Jane Ahern left Strategic Advisers Llc for Janney Montgomery Scott Llc (registered 2025-06-06)Jun 4, 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
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address