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

Jeffrey John Talarico

LPL Financial LLCBD affiliatedKerrville, Txdual registrantIAPD 5292730

Feed of 09/14/2026

Also filed as Jeff Talarico

At current firm

0 y

since Aug 13, 2026

In the industry

19 y

since Apr 20, 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

LPL Financial LLC BD affiliated current
since Aug 13, 2026 · Kerrville, Tx
Lasalle St. Investment Advisors, L.L.C. BD affiliated
Jun 14, 2019 to Aug 11, 2026 · Kerrville, Tx
Ameriprise Financial Services, LLC national BD
Mar 2, 2012 to Jun 14, 2019 · Kerrville, Tx
Wells Fargo Advisors wirehouse
Jan 1, 2008 to Mar 6, 2012 · Kerrville, Tx
A. G. Edwards & Sons, Inc. unclassified
May 9, 2007 to Jan 1, 2008 · Kerrville, Tx

Moves

a registration end followed by a registration begin elsewhere

Lasalle St. Investment Advisors, L.L.C. to LPL Financial LLC
left Aug 11, 2026, registered Aug 13, 2026 (2 days) · Affiliated broker-dealer or bank to another
Ameriprise Financial Services, LLC to Lasalle St. Investment Advisors, L.L.C.
left Jun 14, 2019, registered Jun 14, 2019 (0 days) · Affiliated broker-dealer or bank to another
Wells Fargo Advisors to Ameriprise Financial Services, LLC
left Mar 6, 2012, registered Mar 2, 2012 (-4 days) · Wirehouse to affiliated broker-dealer or bank
A. G. Edwards & Sons, Inc. to Wells Fargo Advisors
left Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move

Signals

Jeffrey John Talarico left Lasalle St. Investment Advisors, L.L.C. for Lpl Financial Llc (registered 2026-08-13)
Aug 11, 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: 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