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
Thomas Joel Cademartori
Feed of 09/15/2026
At current firm
5 y
since Aug 20, 2021
In the industry
24 y
since Jan 17, 2002 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66, S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Bny Mellon Securities Corporation other currentsince Aug 20, 2021 · Boston, Ma
- Calais Wealth Management LLC formerMay 18, 2012 to Mar 12, 2014 · Dallas, Tx
- J.P. Morgan Securities LLC wirehouseAug 20, 2009 to Mar 25, 2011 · Dallas, Tx
- Alliancebernstein L.P. otherMar 12, 2004 to Jul 29, 2009 · Dallas, Tx
- Placemark Investments, Inc. formerApr 18, 2002 to Dec 31, 2003 · Dallas, Tx
Moves
a registration end followed by a registration begin elsewhere
- Calais Wealth Management LLC to Bny Mellon Securities Corporationleft Mar 12, 2014, registered Aug 20, 2021 (2718 days) · Other
- J.P. Morgan Securities LLC to Calais Wealth Management LLCleft Mar 25, 2011, registered May 18, 2012 (420 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
- Alliancebernstein L.P. to J.P. Morgan Securities LLCleft Jul 29, 2009, registered Aug 20, 2009 (22 days) · Other
- Placemark Investments, Inc. to Alliancebernstein L.P.left Dec 31, 2003, registered Mar 12, 2004 (72 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
- Other adviserderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address