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
Jill Marie Sadler
Feed of 09/14/2026
At current firm
10 y
since Nov 19, 2015
In the industry
26 y
since Jun 21, 2000 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Osaic Wealth, Inc. BD affiliated currentsince Nov 19, 2015 · Scottsdale, Az
- Fsc Securities Corporation formerNov 19, 2015 to Nov 3, 2023 · Atlanta, Ga
- Woodbury Financial Services, Inc. formerNov 19, 2015 to Jan 19, 2024 · Oakdale, Mn
- Sagepoint Financial, Inc. formerNov 6, 2015 to Sep 1, 2023 · Scottsdale, Az
- Stonegate Capital Advisors, LLC formerJul 31, 2012 to Dec 31, 2016 · Scottsdale, Az
- Wealth Trust - Arizona LLC unclassifiedMar 17, 2006 to Dec 31, 2007 · Scottsdale, Az
- Strategic Advisers LLC national BDMay 21, 2002 to Jan 25, 2006 · Scottsdale, Az
Moves
a registration end followed by a registration begin elsewhere
- Woodbury Financial Services, Inc. to Osaic Wealth, Inc.left Jan 19, 2024, registered Nov 19, 2015 (-2983 days) · corporate re-registration, not a move
- Fsc Securities Corporation to Woodbury Financial Services, Inc.left Nov 3, 2023, registered Nov 19, 2015 (-2906 days) · channel change inside one enterprise, not a move · moved with a team
- Sagepoint Financial, Inc. to Fsc Securities Corporationleft Sep 1, 2023, registered Nov 19, 2015 (-2843 days) · channel change inside one enterprise, not a move · moved with a team
- Stonegate Capital Advisors, LLC to Sagepoint Financial, Inc.left Dec 31, 2016, registered Nov 6, 2015 (-421 days) · Other
- Wealth Trust - Arizona LLC to Stonegate Capital Advisors, LLCleft Dec 31, 2007, registered Jul 31, 2012 (1674 days) · Other
- Strategic Advisers LLC to Wealth Trust - Arizona LLCleft Jan 25, 2006, registered Mar 17, 2006 (51 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address