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.

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Registered advisor

J••••• P• Y••••

3• F••••••••• L••independent RIAAtlanta, GaIA-onlyIAPD 4068656

Feed of 09/14/2026

Also filed as Jody Young

At current firm

2 y

since Jan 18, 2024

In the industry

26 y

since Dec 7, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

3• F••••••••• L•• independent RIA current
since Jan 18, 2024 · Atlanta, Ga
M••••• G••••• A••••••• I••• independent RIA
Jul 6, 2022 to Apr 28, 2023 · Atlanta, Ga
A•• W••••• I••• former
Jul 7, 2009 to Dec 16, 2022 · Atlanta, Ga
T•••• A•••••••• L•• former
May 22, 2009 to Aug 4, 2009 · Atlanta, Ga
L•• F•••••••• L•• BD affiliated
Oct 19, 2004 to May 27, 2009 · Atlanta, Ga
W•••• F•••• A••••••• wirehouse
Sep 11, 2002 to Oct 27, 2004 · Atlanta, Ga

Moves

a registration end followed by a registration begin elsewhere

M••••• G••••• A••••••• I••• to 3• F••••••••• L••
left Apr 28, 2023, registered Jan 18, 2024 (265 days) · RIA to RIA · moved with a team
A•• W••••• I••• to M••••• G••••• A••••••• I•••
left Dec 16, 2022, registered Jul 6, 2022 (-163 days) · RIA to RIA · moved with a team
T•••• A•••••••• L•• to A•• W••••• I•••
left Aug 4, 2009, registered Jul 7, 2009 (-28 days) · Other
L•• F•••••••• L•• to T•••• A•••••••• L••
left May 27, 2009, registered May 22, 2009 (-5 days) · Other
W•••• F•••• A••••••• to L•• F•••••••• L••
left Oct 27, 2004, registered Oct 19, 2004 (-8 days) · Other

Signals

J••••• P• Y•••• left M••••• G••••• A••••••• I••• for 3• F••••••••• L•• (registered 2024-01-18)
Apr 28, 2023 · Advisor changed firm · fact
J••••• P• Y•••• left A•• W••••• I••• for M••••• G••••• A••••••• I••• (registered 2022-07-06)
Dec 16, 2022 · 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: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address