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
Jeffrey Alan Reid
Certified Financial Planner
Feed of 09/14/2026
Also filed as Jeffrey Alan Reid
At current firm
3 y
since Jul 20, 2023
In the industry
23 y
since Apr 29, 2003 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Townsquare Capital, LLC asset manager currentsince Jul 20, 2023 · Lehi, Ut
- Water Street Financial LLC formerOct 1, 2021 to Jul 5, 2023 · Winchester, Va
- Wealthcare Advisory Partners LLC BD affiliatedNov 13, 2020 to Sep 30, 2021 · Winchester, Va
- Edward Jones national BDMar 27, 2020 to Sep 29, 2020 · Golden, Co
- Townsend independent RIASep 12, 2016 to Oct 11, 2019 · Westminster, Co
- Mercer Global Advisors Inc. independent RIASep 29, 2015 to May 17, 2016 · Boulder, Co
- Charles Schwab & Co., Inc. national BDNov 22, 2005 to Aug 3, 2010 · Englewood, Co
- T. Rowe Price Advisory Services, Inc. BD affiliatedJul 5, 2005 to Oct 26, 2005 · Wellesley, Ma
Moves
a registration end followed by a registration begin elsewhere
- Water Street Financial LLC to Townsquare Capital, LLCleft Jul 5, 2023, registered Jul 20, 2023 (15 days) · RIA to RIA
- Wealthcare Advisory Partners LLC to Water Street Financial LLCleft Sep 30, 2021, registered Oct 1, 2021 (1 days) · RIA to a newly registered adviser
- Edward Jones to Wealthcare Advisory Partners LLCleft Sep 29, 2020, registered Nov 13, 2020 (45 days) · Affiliated broker-dealer or bank to independent RIA
- Townsend to Edward Jonesleft Oct 11, 2019, registered Mar 27, 2020 (168 days) · RIA to affiliated broker-dealer or bank
- Mercer Global Advisors Inc. to Townsendleft May 17, 2016, registered Sep 12, 2016 (118 days) · Other
- Charles Schwab & Co., Inc. to Mercer Global Advisors Inc.left Aug 3, 2010, registered Sep 29, 2015 (1883 days) · Other
- T. Rowe Price Advisory Services, Inc. to Charles Schwab & Co., Inc.left Oct 26, 2005, registered Nov 22, 2005 (27 days) · Other
Signals
- Jeffrey Alan Reid left Water Street Financial Llc for Townsquare Capital, Llc (registered 2023-07-20)Jul 5, 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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address