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••••• M•••• S•••••••••

F•••• T•••• S••••••••• I•••BD affiliatedSterling Heights, Mi dual registrantIAPD 5128241

Feed of 09/15/2026

Also filed as Jaclyn M Stark

At current firm

1 y

since Oct 18, 2024

In the industry

20 y

since Jul 10, 2006 (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

F•••• T•••• S••••••••• I••• BD affiliated current
since Jul 8, 2026 · Sterling Heights, Mi
A••••••••• F•••••••• S•••••••• L•• national BD current
since Oct 18, 2024 · Bloomfield Hills, Mi
C••••••• S••••••••• I••• BD affiliated
Feb 27, 2019 to Oct 21, 2024 · Grosse Pointe, Mi
P•• W••••• M••••••••• BD affiliated
Nov 15, 2016 to Nov 1, 2018 · Romeo, Mi
P•• W••••• M••••••••• BD affiliated
Nov 13, 2009 to Jun 2, 2016 · St. Clair Shores, Mi
N•••••• I••••••••• I••• unclassified
Nov 1, 2007 to Nov 13, 2009 · Rochester Hills, Mi

Moves

a registration end followed by a registration begin elsewhere

C••••••• S••••••••• I••• to A••••••••• F•••••••• S•••••••• L••
left Oct 21, 2024, registered Oct 18, 2024 (-3 days) · Affiliated broker-dealer or bank to another
P•• W••••• M••••••••• to C••••••• S••••••••• I•••
left Nov 1, 2018, registered Feb 27, 2019 (118 days) · Affiliated broker-dealer or bank to another · moved with a team
N•••••• I••••••••• I••• to P•• W••••• M•••••••••
left Nov 13, 2009, registered Nov 13, 2009 (0 days) · corporate re-registration, not a move

Signals

J••••• M•••• S••••••••• left C••••••• S••••••••• I••• for A••••••••• F•••••••• S•••••••• L•• (registered 2024-10-18)
Oct 21, 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: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address