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.

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Registered advisor

J••••••• J••••• W••••••

C••••• I••••••••• A••••••• L••BD affiliatedAtlanta, Gadual registrantIAPD 5269762

Certified Financial Planner

Feed of 09/14/2026

Also filed as Jos Joseph Worrell

At current firm

0 y

since Dec 11, 2025

In the industry

19 y

since Feb 2, 2007 (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

C••••• I••••••••• A••••••• L•• BD affiliated current
since Dec 11, 2025 · Atlanta, Ga
T• A••••••••• I••• former
Mar 2, 2022 to Oct 14, 2022 · Omaha, Ne
C•••••• S••••• • C••• I••• national BD
Oct 19, 2021 to Dec 23, 2025 · Sandy Springs, Ga
T• A••••••••• I••••••••• M••••••••• L•• former
Aug 10, 2015 to Oct 20, 2021 · Atlanta, Ga
T• A••••••••• I••• former
Aug 10, 2015 to Oct 20, 2021 · Atlanta, Ga
E•••••• C•••••• M••••••••• L•• former
Aug 31, 2012 to Jul 28, 2015 · Arlington, Va
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Jul 15, 2010 to Aug 25, 2011 · Alpharetta, Ga
S••••••• I••••••••• S•••••••• I••• former
Sep 12, 2007 to Jun 28, 2010 · Atlanta, Ga
C•••••••• G••••• M•••••• I••• BD affiliated
Feb 7, 2007 to Aug 30, 2007 · Atlanta, Ga

Moves

a registration end followed by a registration begin elsewhere

C•••••• S••••• • C••• I••• to T• A••••••••• I•••
left Dec 23, 2025, registered Mar 2, 2022 (-1392 days) · Other
T• A••••••••• I••• to C••••• I••••••••• A••••••• L••
left Oct 14, 2022, registered Dec 11, 2025 (1154 days) · Other
T• A••••••••• I••••••••• M••••••••• L•• to C•••••• S••••• • C••• I•••
left Oct 20, 2021, registered Oct 19, 2021 (-1 days) · channel change inside one enterprise, not a move
T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••
left Oct 20, 2021, registered Aug 10, 2015 (-2263 days) · channel change inside one enterprise, not a move
E•••••• C•••••• M••••••••• L•• to T• A••••••••• I••••••••• M••••••••• L••
left Jul 28, 2015, registered Aug 10, 2015 (13 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to E•••••• C•••••• M••••••••• L••
left Aug 25, 2011, registered Aug 31, 2012 (372 days) · Other
S••••••• I••••••••• S•••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Jun 28, 2010, registered Jul 15, 2010 (17 days) · Other
C•••••••• G••••• M•••••• I••• to S••••••• I••••••••• S•••••••• I•••
left Aug 30, 2007, registered Sep 12, 2007 (13 days) · Other

Signals

J••••••• J••••• W•••••• left C•••••• S••••• • C••• I••• for T• A••••••••• I••• (registered 2022-03-02)
Dec 23, 2025 · Advisor changed firm · fact
J••••••• J••••• W•••••• left T• A••••••••• I••• for C••••• I••••••••• A••••••• L•• (registered 2025-12-11)
Oct 14, 2022 · 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: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address