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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

J•••••• T••••

R••••••••• C•••••• M•••••••••BD affiliatedBoston, Ma dual registrantIAPD 4954364

Feed of 09/14/2026

Also filed as Jeffrey S. Titus

At current firm

2 y

since Jul 5, 2024

In the industry

21 y

since Jun 2, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

R••••••••• C•••••• M••••••••• BD affiliated current
since Jul 5, 2024 · New York, Ny
J••• M••••• S••••••••• L•• wirehouse
May 30, 2024 to Aug 2, 2024 · Boston, Ma
J••• M••••• P•••••• W••••• A••••••• L•• former
Dec 16, 2015 to Aug 5, 2024 · Boston, Ma
C••••• S••••• S••••••••• •••• L•• former
Sep 12, 2011 to Dec 28, 2015 · Boston, Ma
A••••••••• L••• other
Jun 3, 2005 to Sep 19, 2011 · Boston, Ma

Moves

a registration end followed by a registration begin elsewhere

J••• M••••• P•••••• W••••• A••••••• L•• to J••• M••••• S••••••••• L••
left Aug 5, 2024, registered May 30, 2024 (-67 days) · channel change inside one enterprise, not a move · moved with a team
J••• M••••• S••••••••• L•• to R••••••••• C•••••• M•••••••••
left Aug 2, 2024, registered Jul 5, 2024 (-28 days) · Wirehouse to affiliated broker-dealer or bank
C••••• S••••• S••••••••• •••• L•• to J••• M••••• P•••••• W••••• A••••••• L••
left Dec 28, 2015, registered Dec 16, 2015 (-12 days) · Other
A••••••••• L••• to C••••• S••••• S••••••••• •••• L••
left Sep 19, 2011, registered Sep 12, 2011 (-7 days) · Other

Signals

J•••••• T•••• left J••• M••••• S••••••••• L•• for R••••••••• C•••••• M••••••••• (registered 2024-07-05)
Aug 2, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address