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
Natasha Boris Titova
Feed of 09/15/2026
Also filed as Natasha B Titova
At current firm
4 y
since Nov 3, 2021
In the industry
26 y
since Mar 10, 2000 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63, 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
- Highpoint Planning Partners independent RIA currentsince Nov 3, 2021 · Downers Grove, Il
- Highpoint Advisor Group, LLC formerMar 12, 2021 to Dec 31, 2021 · Santa Ana, Ca
- Level Four Advisory Services BD affiliatedJan 5, 2021 to Mar 2, 2021 · Santa Ana, Ca
- LPL Financial LLC BD affiliatedJan 9, 2017 to Oct 29, 2020 · Laguna Niguel, Ca
- J.P. Morgan Securities LLC wirehouseOct 2, 2014 to Jan 18, 2017 · Irvine, Ca
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJan 25, 2012 to Sep 4, 2014 · Irvine, Ca
- Banc Of America Investment Services, Inc. unclassifiedMar 21, 2007 to Jan 29, 2009 · Newport Beach, Ca
- Banc Of America Investment Services, Inc. unclassifiedApr 12, 2002 to Mar 24, 2005 · Newport Beach, Ca
Moves
a registration end followed by a registration begin elsewhere
- Highpoint Advisor Group, LLC to Highpoint Planning Partnersleft Dec 31, 2021, registered Nov 3, 2021 (-58 days) · corporate re-registration, not a move
- Level Four Advisory Services to Highpoint Advisor Group, LLCleft Mar 2, 2021, registered Mar 12, 2021 (10 days) · Affiliated broker-dealer or bank to independent RIA
- LPL Financial LLC to Level Four Advisory Servicesleft Oct 29, 2020, registered Jan 5, 2021 (68 days) · Affiliated broker-dealer or bank to another · moved with a team
- J.P. Morgan Securities LLC to LPL Financial LLCleft Jan 18, 2017, registered Jan 9, 2017 (-9 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to J.P. Morgan Securities LLCleft Sep 4, 2014, registered Oct 2, 2014 (28 days) · Wirehouse to wirehouse
- Banc Of America Investment Services, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Jan 29, 2009, registered Jan 25, 2012 (1091 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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address