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
Jenevieve J Lenz
Feed of 09/14/2026
Also filed as Jenevieve J. Lenz-Tissier
At current firm
0 y
since Sep 4, 2026
In the industry
19 y
since Sep 25, 2006 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Cerity Partners LLC independent RIA currentsince Sep 4, 2026 · New York, Ny
- Park Avenue Securities LLC BD affiliatedMar 5, 2026 to Apr 2, 2026 · Reston, Va
- Park Avenue Securities LLC BD affiliatedAug 8, 2016 to Feb 28, 2026 · Reston, Va
- Mercer Global Advisors Inc. independent RIAJun 25, 2013 to Mar 18, 2016 · Reston, Va
- M&T Securities, Inc. unclassifiedSep 10, 2012 to Jun 12, 2013 · Ashburn, Va
- Charles Schwab & Co., Inc. national BDApr 25, 2008 to Jun 8, 2012 · Reston, Va
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSep 26, 2006 to Jul 10, 2007 · Vienna, Va
Moves
a registration end followed by a registration begin elsewhere
- Park Avenue Securities LLC to Cerity Partners LLCleft Apr 2, 2026, registered Sep 4, 2026 (155 days) · Affiliated broker-dealer or bank to independent RIA
- Mercer Global Advisors Inc. to Park Avenue Securities LLCleft Mar 18, 2016, registered Aug 8, 2016 (143 days) · Other
- M&T Securities, Inc. to Mercer Global Advisors Inc.left Jun 12, 2013, registered Jun 25, 2013 (13 days) · Other
- Charles Schwab & Co., Inc. to M&T Securities, Inc.left Jun 8, 2012, registered Sep 10, 2012 (94 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Charles Schwab & Co., Inc.left Jul 10, 2007, registered Apr 25, 2008 (290 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- Jenevieve J Lenz left Park Avenue Securities Llc for Cerity Partners Llc (registered 2026-09-04)Apr 2, 2026 · 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
- Independent wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address