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

D••• A•••••

R•••••• J•••• • A••••••••• I•••national BDPalm Beach, Fldual registrantIAPD 4306426

Feed of 09/14/2026

Also filed as Dina Jayantie Koodie Assion

At current firm

0 y

since Jun 29, 2026

In the industry

24 y

since Apr 1, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

R•••••• J•••• • A••••••••• I••• national BD current
since Jun 29, 2026 · Palm Beach, Fl
M••••• S•••••• wirehouse
Nov 17, 2010 to Jan 4, 2024 · North Palm Beach, Fl
W•••• F•••• A••••••• wirehouse
Apr 28, 2009 to Apr 29, 2010 · Charlotte, Nc
W•••• F•••• A••••••• wirehouse
Oct 1, 2003 to Sep 6, 2005 · Boca Raton, Fl
G•••••••• F••••••••• I•• unclassified
Dec 5, 2002 to Sep 5, 2003 · Ft. Lauderdale, Fl

Moves

a registration end followed by a registration begin elsewhere

M••••• S•••••• to R•••••• J•••• • A••••••••• I•••
left Jan 4, 2024, registered Jun 29, 2026 (907 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
W•••• F•••• A••••••• to M••••• S••••••
left Apr 29, 2010, registered Nov 17, 2010 (202 days) · Wirehouse to wirehouse
G•••••••• F••••••••• I•• to W•••• F•••• A•••••••
left Sep 5, 2003, registered Oct 1, 2003 (26 days) · Other

Signals

D••• A••••• left M••••• S•••••• for R•••••• J•••• • A••••••••• I••• (registered 2026-06-29)
Jan 4, 2024 · 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: National broker-dealer RIAderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address