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
Jason Henry Vieira
Feed of 09/15/2026
Also filed as Jason Henry Vieira
At current firm
5 y
since Nov 4, 2020
In the industry
20 y
since Jan 28, 2006 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
2
current registrations
Exams
S63, S65, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- First Citizens Asset Management, Inc BD affiliated currentsince May 24, 2023 · Charlotte, Nc
- First Citizens Investor Services, Inc. BD affiliated currentsince Nov 4, 2020 · Charlotte, Nc
- LPL Financial LLC BD affiliatedMay 28, 2020 to Aug 5, 2020 · Fort Mill, Sc
- Woodbury Financial Services, Inc. formerMar 1, 2019 to Apr 13, 2020 · Charlotte, Nc
- Questar Asset Management, Inc. formerNov 28, 2018 to Mar 1, 2019 · Charlotte, Nc
- Wells Fargo Advisors wirehouseMar 28, 2013 to Feb 4, 2016 · Charlotte, Nc
Moves
a registration end followed by a registration begin elsewhere
- LPL Financial LLC to First Citizens Investor Services, Inc.left Aug 5, 2020, registered Nov 4, 2020 (91 days) · Affiliated broker-dealer or bank to another
- Woodbury Financial Services, Inc. to LPL Financial LLCleft Apr 13, 2020, registered May 28, 2020 (45 days) · Affiliated broker-dealer or bank to another
- Questar Asset Management, Inc. to Woodbury Financial Services, Inc.left Mar 1, 2019, registered Mar 1, 2019 (0 days) · corporate re-registration, not a move
- Wells Fargo Advisors to Questar Asset Management, Inc.left Feb 4, 2016, registered Nov 28, 2018 (1028 days) · Wirehouse to affiliated broker-dealer or bank
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address