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
Martina Arelis Jimenez Sperry
Feed of 09/15/2026
Also filed as Martina Arelis Jimenez
At current firm
0 y
since Jul 10, 2026
In the industry
24 y
since Aug 9, 2002 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Kovack Advisors, Inc. BD affiliated currentsince Jul 10, 2026 · Ft. Lauderdale, Fl
- Oneamerica Securities, Inc. BD affiliatedApr 17, 2024 to Jun 26, 2026 · Indianapolis, In
- J.P. Morgan Securities LLC wirehouseApr 21, 2021 to Aug 16, 2023 · Atlanta, Ga
- Securian Financial Services, Inc. formerJul 29, 2020 to Mar 16, 2021 · St Paul, Mn
- Pruco Securities, LLC no RAUMSep 29, 2016 to Feb 26, 2020 · Atlanta, Ga
- Eagle Strategies LLC BD affiliatedOct 20, 2003 to Aug 30, 2016 · New Ork, Ny
Moves
a registration end followed by a registration begin elsewhere
- Oneamerica Securities, Inc. to Kovack Advisors, Inc.left Jun 26, 2026, registered Jul 10, 2026 (14 days) · Affiliated broker-dealer or bank to another
- J.P. Morgan Securities LLC to Oneamerica Securities, Inc.left Aug 16, 2023, registered Apr 17, 2024 (245 days) · Wirehouse to affiliated broker-dealer or bank
- Securian Financial Services, Inc. to J.P. Morgan Securities LLCleft Mar 16, 2021, registered Apr 21, 2021 (36 days) · Affiliated broker-dealer or bank to wirehouse
- Pruco Securities, LLC to Securian Financial Services, Inc.left Feb 26, 2020, registered Jul 29, 2020 (154 days) · Affiliated broker-dealer or bank to another · moved with a team
- Eagle Strategies LLC to Pruco Securities, LLCleft Aug 30, 2016, registered Sep 29, 2016 (30 days) · Other
Signals
- Martina Arelis Jimenez Sperry left Oneamerica Securities, Inc. for Kovack Advisors, Inc. (registered 2026-07-10)Jun 26, 2026 · Advisor changed firm · fact
- Martina Arelis Jimenez Sperry left J.P. Morgan Securities Llc for Oneamerica Securities, Inc. (registered 2024-04-17)Aug 16, 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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address