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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

J••••••• D••••••

A••••••••• F•••••••• S•••••••• L••national BDPonte Vedra Beach, Fl dual registrantIAPD 4376547

Feed of 09/15/2026

Also filed as Jennifer L Flanigan

At current firm

3 y

since Nov 9, 2022

In the industry

20 y

since Jun 14, 2006 (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

A••••••••• F•••••••• S•••••••• L•• national BD current
since Nov 9, 2022 · Ponte Vedra Beach, Fl
S••• W••••• L•• BD affiliated
Apr 29, 2021 to Nov 1, 2022 · San Francisco, Ca
L•• F•••••••• L•• BD affiliated
Dec 4, 2019 to Apr 8, 2021 · Jacksonville, Fl
H• B•••• I••• former
Apr 11, 2018 to Dec 13, 2019 · Jacksonville, Fl
L•• F•••••••• L•• BD affiliated
Jun 14, 2006 to Jul 7, 2009 · Sandwich, Ma

Moves

a registration end followed by a registration begin elsewhere

S••• W••••• L•• to A••••••••• F•••••••• S•••••••• L••
left Nov 1, 2022, registered Nov 9, 2022 (8 days) · RIA to affiliated broker-dealer or bank
L•• F•••••••• L•• to S••• W••••• L••
left Apr 8, 2021, registered Apr 29, 2021 (21 days) · Affiliated broker-dealer or bank to independent RIA
H• B•••• I••• to L•• F•••••••• L••
left Dec 13, 2019, registered Dec 4, 2019 (-9 days) · Affiliated broker-dealer or bank to another · moved with a team
L•• F•••••••• L•• to H• B•••• I•••
left Jul 7, 2009, registered Apr 11, 2018 (3200 days) · Other

Signals

J••••••• D•••••• left S••• W••••• L•• for A••••••••• F•••••••• S•••••••• L•• (registered 2022-11-09)
Nov 1, 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: National broker-dealer RIAderived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address