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
Jacob David Mahoney
Feed of 09/14/2026
At current firm
0 y
since Mar 27, 2026
In the industry
16 y
since Feb 8, 2010 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Fort Point Capital Partners LLC independent RIA currentsince Mar 27, 2026 · San Francisco, Ca
- Parcion Private Wealth LLC independent RIAJan 5, 2021 to Feb 24, 2026 · Bellevue, Wa
- Coldstream Wealth Management independent RIAJul 8, 2019 to Sep 8, 2020 · Bellevue, Wa
- Robert W. Baird & Co. Incorporated mixed wealthOct 14, 2015 to Nov 4, 2015 · Seattle, Wa
- Wells Fargo Advisors wirehouseApr 21, 2011 to Oct 19, 2015 · Seattle, Wa
Moves
a registration end followed by a registration begin elsewhere
- Parcion Private Wealth LLC to Fort Point Capital Partners LLCleft Feb 24, 2026, registered Mar 27, 2026 (31 days) · RIA to RIA
- Coldstream Wealth Management to Parcion Private Wealth LLCleft Sep 8, 2020, registered Jan 5, 2021 (119 days) · RIA to RIA
- Robert W. Baird & Co. Incorporated to Coldstream Wealth Managementleft Nov 4, 2015, registered Jul 8, 2019 (1342 days) · Other
- Wells Fargo Advisors to Robert W. Baird & Co. Incorporatedleft Oct 19, 2015, registered Oct 14, 2015 (-5 days) · Other
Signals
- Jacob David Mahoney left Parcion Private Wealth Llc for Fort Point Capital Partners Llc (registered 2026-03-27)Feb 24, 2026 · 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
- Independent wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address