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

Abrahim Mutee Kassim

Edward Jonesnational BDWoodbridge, Vadual registrantIAPD 4647259

Feed of 09/14/2026

Also filed as Abraham Kassim

At current firm

0 y

since Aug 21, 2026

In the industry

21 y

since Jul 7, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Edward Jones national BD current
since Aug 21, 2026 · Woodbridge, Va
W&S Brokerage Services, Inc. BD affiliated
Oct 22, 2024 to Aug 24, 2026 · College Park, Md
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Nov 14, 2023 to Oct 11, 2024 · Vienna, Va
Mutual Of Omaha Investor Services, Inc. independent RIA
Jan 13, 2022 to Nov 1, 2023 · Manassas, Va
Wells Fargo Advisors wirehouse
Mar 14, 2019 to Dec 8, 2021 · Lorton, Va

Moves

a registration end followed by a registration begin elsewhere

W&S Brokerage Services, Inc. to Edward Jones
left Aug 24, 2026, registered Aug 21, 2026 (-3 days) · Affiliated broker-dealer or bank to another
Merrill Lynch, Pierce, Fenner & Smith Incorporated to W&S Brokerage Services, Inc.
left Oct 11, 2024, registered Oct 22, 2024 (11 days) · Wirehouse to affiliated broker-dealer or bank
Mutual Of Omaha Investor Services, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Nov 1, 2023, registered Nov 14, 2023 (13 days) · RIA to wirehouse
Wells Fargo Advisors to Mutual Of Omaha Investor Services, Inc.
left Dec 8, 2021, registered Jan 13, 2022 (36 days) · Other

Signals

Abrahim Mutee Kassim left W&S Brokerage Services, Inc. for Edward Jones (registered 2026-08-21)
Aug 24, 2026 · Advisor changed firm · fact
Abrahim Mutee Kassim left Merrill Lynch, Pierce, Fenner & Smith Incorporated for W&S Brokerage Services, Inc. (registered 2024-10-22)
Oct 11, 2024 · Advisor changed firm · fact
Abrahim Mutee Kassim left Mutual Of Omaha Investor Services, Inc. for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2023-11-14)
Nov 1, 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: National broker-dealer RIAderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address