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 Hinesley

Sofi Wealth LLCBD affiliatedJacksonville, Fl dual registrantIAPD 5256568

Feed of 09/14/2026

Also filed as Jason W Hinesley

At current firm

0 y

since Jan 13, 2026

In the industry

18 y

since Jan 15, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Sofi Wealth LLC BD affiliated current
since Jan 13, 2026 · Jacksonville, Fl
Empower Advisory Group, LLC BD affiliated
Feb 13, 2024 to Aug 26, 2025 · Greenwood Village, Co
Citigroup Global Markets Inc. BD affiliated
Jan 3, 2022 to Jan 31, 2023 · Jacksonville, Fl
Camarda Wealth Advisory Group independent RIA
Feb 3, 2021 to Mar 25, 2021 · Fleming Island, Fl
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Apr 20, 2017 to Oct 2, 2020 · Jacksonville, Fl
Strategic Advisers LLC national BD
Jan 15, 2008 to Jul 14, 2009 · Jacksonville, Fl

Moves

a registration end followed by a registration begin elsewhere

Empower Advisory Group, LLC to Sofi Wealth LLC
left Aug 26, 2025, registered Jan 13, 2026 (140 days) · Affiliated broker-dealer or bank to another
Citigroup Global Markets Inc. to Empower Advisory Group, LLC
left Jan 31, 2023, registered Feb 13, 2024 (378 days) · Affiliated broker-dealer or bank to another · moved with a team
Camarda Wealth Advisory Group to Citigroup Global Markets Inc.
left Mar 25, 2021, registered Jan 3, 2022 (284 days) · RIA to affiliated broker-dealer or bank
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Camarda Wealth Advisory Group
left Oct 2, 2020, registered Feb 3, 2021 (124 days) · Wirehouse to independent RIA
Strategic Advisers LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Jul 14, 2009, registered Apr 20, 2017 (2837 days) · Affiliated broker-dealer or bank to wirehouse

Signals

Jason Hinesley left Empower Advisory Group, Llc for Sofi Wealth Llc (registered 2026-01-13)
Aug 26, 2025 · Advisor changed firm · fact
Jason Hinesley left Citigroup Global Markets Inc. for Empower Advisory Group, Llc (registered 2024-02-13)
Jan 31, 2023 · 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: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address