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

Leah Trietiak

J.P. Morgan Securities LLCwirehousePalm Beach Gardens, Fldual registrantIAPD 4913387

Feed of 09/14/2026

Also filed as Leah Marie Bryant

At current firm

0 y

since Nov 14, 2025

In the industry

18 y

since Apr 21, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

J.P. Morgan Securities LLC wirehouse current
since Nov 14, 2025 · Palm Beach Gardens, Fl
Singer Wealth Advisors LLC independent RIA
Jul 20, 2024 to Nov 24, 2025 · Boca Raton, Fl
Apo Financial Services, LLC independent RIA
Jan 17, 2023 to Jul 9, 2024 · Palm Beach Gardens, Fl
Morgan Stanley wirehouse
Aug 25, 2015 to Aug 3, 2016 · Palm Beach Gardens, Fl
RBC Capital Markets, LLC national BD
Feb 2, 2015 to Sep 10, 2015 · Palm Beach Gardens, Fl
UBS Financial Services Inc. wirehouse
May 29, 2008 to Mar 24, 2014 · West Palm Beach, Fl

Moves

a registration end followed by a registration begin elsewhere

Singer Wealth Advisors LLC to J.P. Morgan Securities LLC
left Nov 24, 2025, registered Nov 14, 2025 (-10 days) · RIA to wirehouse
Apo Financial Services, LLC to Singer Wealth Advisors LLC
left Jul 9, 2024, registered Jul 20, 2024 (11 days) · RIA to RIA
Morgan Stanley to Apo Financial Services, LLC
left Aug 3, 2016, registered Jan 17, 2023 (2358 days) · Wirehouse to independent RIA
RBC Capital Markets, LLC to Morgan Stanley
left Sep 10, 2015, registered Aug 25, 2015 (-16 days) · Affiliated broker-dealer or bank to wirehouse
UBS Financial Services Inc. to RBC Capital Markets, LLC
left Mar 24, 2014, registered Feb 2, 2015 (315 days) · Wirehouse to affiliated broker-dealer or bank

Signals

Leah Trietiak left Singer Wealth Advisors Llc for J.P. Morgan Securities Llc (registered 2025-11-14)
Nov 24, 2025 · Advisor changed firm · fact
Leah Trietiak left Apo Financial Services, Llc for Singer Wealth Advisors Llc (registered 2024-07-20)
Jul 9, 2024 · 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: Wirehousederived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address