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
Jitender C. Gidwani
Feed of 09/14/2026
Also filed as Jitender Jagasia
At current firm
2 y
since Dec 15, 2023
In the industry
16 y
since Dec 11, 2009 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Arkadios Wealth Advisors BD affiliated currentsince Dec 15, 2023 · Iselin, Nj
- Triad Advisors, LLC formerOct 28, 2016 to Dec 19, 2023 · Edison, Nj
- Gitterman Wealth Management, LLC formerJun 3, 2014 to Oct 26, 2016 · Edison, Nj
- Equitable Advisors, LLC national BDJul 2, 2013 to Apr 23, 2014 · Woodbridge, Nj
Moves
a registration end followed by a registration begin elsewhere
- Triad Advisors, LLC to Arkadios Wealth Advisorsleft Dec 19, 2023, registered Dec 15, 2023 (-4 days) · Affiliated broker-dealer or bank to another
- Gitterman Wealth Management, LLC to Triad Advisors, LLCleft Oct 26, 2016, registered Oct 28, 2016 (2 days) · Other
- Equitable Advisors, LLC to Gitterman Wealth Management, LLCleft Apr 23, 2014, registered Jun 3, 2014 (41 days) · Other
Signals
- Jitender C. Gidwani left Triad Advisors, Llc for Arkadios Wealth Advisors (registered 2023-12-15)Dec 19, 2023 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address