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
Justin Riley Spitler
Certified Financial Planner
Feed of 09/14/2026
Also filed as Justin R Spitler
At current firm
8 y
since Jan 23, 2018
In the industry
19 y
since Jun 7, 2007 (earliest exam, job or registration)
Prior registered firms
8
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- Certified Advisory Corp independent RIA currentsince Jan 23, 2018 · Altamonte Springs, Fl
- E*Trade Capital Management, LLC formerMar 31, 2016 to Jul 29, 2016 · Orlando, Fl
- Jackson Wealth Management, LLC independent RIAJun 2, 2015 to Jan 28, 2016 · Lake Mary, Fl
- Td Ameritrade, Inc. formerJul 17, 2013 to Mar 3, 2015 · Roseville, Ca
- Td Ameritrade Investment Management, LLC formerJul 17, 2013 to Mar 3, 2015 · Roseville, Ca
- Strategic Advisers LLC national BDApr 24, 2012 to Jul 10, 2013 · Sunnyvale, Ca
- Td Ameritrade Investment Management, LLC formerJul 13, 2010 to Apr 3, 2012 · Ft Worth, Tx
- Td Ameritrade, Inc. formerJul 13, 2010 to Apr 3, 2012 · Westlake, Tx
- Strategic Advisers LLC national BDSep 10, 2008 to Jul 7, 2010 · Westlake, Tx
Moves
a registration end followed by a registration begin elsewhere
- E*Trade Capital Management, LLC to Certified Advisory Corpleft Jul 29, 2016, registered Jan 23, 2018 (543 days) · Other
- Jackson Wealth Management, LLC to E*Trade Capital Management, LLCleft Jan 28, 2016, registered Mar 31, 2016 (63 days) · Other
- Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLCleft Mar 3, 2015, registered Jul 17, 2013 (-594 days) · channel change inside one enterprise, not a move · moved with a team
- Td Ameritrade Investment Management, LLC to Jackson Wealth Management, LLCleft Mar 3, 2015, registered Jun 2, 2015 (91 days) · Other
- Strategic Advisers LLC to Td Ameritrade, Inc.left Jul 10, 2013, registered Jul 17, 2013 (7 days) · Other
- Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLCleft Apr 3, 2012, registered Jul 13, 2010 (-630 days) · channel change inside one enterprise, not a move
- Td Ameritrade Investment Management, LLC to Strategic Advisers LLCleft Apr 3, 2012, registered Apr 24, 2012 (21 days) · Other
- Strategic Advisers LLC to Td Ameritrade, Inc.left Jul 7, 2010, registered Jul 13, 2010 (6 days) · Affiliated broker-dealer or bank to a newly registered adviser
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
- Independent wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address