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
Jonathan Dexter Polson
Feed of 09/14/2026
At current firm
10 y
since Jan 27, 2016
In the industry
19 y
since Jun 1, 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
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Silver Oak Securities, Inc. BD affiliated currentsince Jan 27, 2016 · Greenville, Sc
- Fintrust Investment Advisory Services, LLC formerJan 21, 2015 to Jan 4, 2016 · Greenville, Sc
- Southern Trust Wealth Management unclassifiedMay 29, 2014 to Dec 31, 2014 · Greenville, Sc
- Advantage Investment Management, LLC formerJan 31, 2014 to Apr 22, 2014 · Greenville, Sc
- Southern Trust Wealth Management unclassifiedJul 3, 2013 to Dec 17, 2013 · Greenville, Sc
- Seacrest Wealth Management, LLC independent RIAJun 24, 2011 to Apr 16, 2013 · Greenville, Sc
- Wells Fargo Advisors wirehouseAug 4, 2009 to May 19, 2011 · Forest City, Nc
- Suntrust Investment Services, Inc. formerMar 19, 2008 to Jul 21, 2009 · Clemson, Sc
- Morgan Stanley & Co. LLC unclassifiedJun 12, 2007 to Feb 20, 2008 · Greenville, Sc
Moves
a registration end followed by a registration begin elsewhere
- Fintrust Investment Advisory Services, LLC to Silver Oak Securities, Inc.left Jan 4, 2016, registered Jan 27, 2016 (23 days) · Other
- Southern Trust Wealth Management to Fintrust Investment Advisory Services, LLCleft Dec 31, 2014, registered Jan 21, 2015 (21 days) · Other
- Advantage Investment Management, LLC to Southern Trust Wealth Managementleft Apr 22, 2014, registered May 29, 2014 (37 days) · Other
- Southern Trust Wealth Management to Advantage Investment Management, LLCleft Dec 17, 2013, registered Jan 31, 2014 (45 days) · Other
- Seacrest Wealth Management, LLC to Southern Trust Wealth Managementleft Apr 16, 2013, registered Jul 3, 2013 (78 days) · Other
- Wells Fargo Advisors to Seacrest Wealth Management, LLCleft May 19, 2011, registered Jun 24, 2011 (36 days) · Other
- Suntrust Investment Services, Inc. to Wells Fargo Advisorsleft Jul 21, 2009, registered Aug 4, 2009 (14 days) · Other
- Morgan Stanley & Co. LLC to Suntrust Investment Services, Inc.left Feb 20, 2008, registered Mar 19, 2008 (28 days) · Other
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
- 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