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
Jeran Scott Van Alfen
Certified Financial Planner
Feed of 09/14/2026
At current firm
7 y
since Jul 16, 2019
In the industry
21 y
since Nov 19, 2004 (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, 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
- Centered Financial state registered currentsince Jul 16, 2019 · Carlsbad, Ca
- Seaside Wealth Management, Inc. independent RIANov 28, 2018 to Aug 6, 2019 · Carlsbad, Ca
- Anchor Bay Capital, Inc. independent RIAAug 18, 2015 to Sep 14, 2018 · Carlsbad, Ca
- Equitable Advisors, LLC national BDDec 6, 2013 to Aug 19, 2015 · Salt Lake City, Ut
- Eagle Strategies LLC BD affiliatedMar 7, 2013 to Dec 6, 2013 · Kaysville, Ut
Moves
a registration end followed by a registration begin elsewhere
- Seaside Wealth Management, Inc. to Centered Financialleft Aug 6, 2019, registered Jul 16, 2019 (-21 days) · RIA to a state-registered adviser
- Anchor Bay Capital, Inc. to Seaside Wealth Management, Inc.left Sep 14, 2018, registered Nov 28, 2018 (75 days) · RIA to RIA
- Equitable Advisors, LLC to Anchor Bay Capital, Inc.left Aug 19, 2015, registered Aug 18, 2015 (-1 days) · Other
- Eagle Strategies LLC to Equitable Advisors, LLCleft Dec 6, 2013, registered Dec 6, 2013 (0 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
- STATE REGISTEREDderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address