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 Timothy Bailey
Feed of 09/14/2026
Also filed as Justin Timothy Bailey
At current firm
0 y
since Oct 30, 2025
In the industry
19 y
since Sep 14, 2007 (earliest exam, job or registration)
Prior registered firms
6
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
2
dated events on this person
Registration history
IAPD current and previous registrations
- Nationwide Investment Advisors, LLC BD affiliated currentsince Oct 30, 2025 · Columbus, Oh
- Transamerica Retirement Advisors, LLC BD affiliatedJun 12, 2025 to Oct 22, 2025 · Sacramento, Ca
- Nationwide Investment Advisors, LLC BD affiliatedOct 9, 2020 to Nov 18, 2024 · Columbus, Oh
- Cuso Financial Services, L.P. formerJul 19, 2019 to Jul 29, 2020 · Davis, Ca
- Wells Fargo Advisors wirehouseApr 13, 2017 to May 22, 2019 · Roseville, Ca
- Zacks Investment Management, Inc. mixed wealthSep 4, 2013 to Aug 3, 2016 · Chicago, Il
- LPL Financial LLC BD affiliatedSep 17, 2007 to Feb 5, 2008 · Roseville, Ca
Moves
a registration end followed by a registration begin elsewhere
- Transamerica Retirement Advisors, LLC to Nationwide Investment Advisors, LLCleft Oct 22, 2025, registered Oct 30, 2025 (8 days) · Affiliated broker-dealer or bank to another
- Nationwide Investment Advisors, LLC to Transamerica Retirement Advisors, LLCleft Nov 18, 2024, registered Jun 12, 2025 (206 days) · Affiliated broker-dealer or bank to another
- Cuso Financial Services, L.P. to Nationwide Investment Advisors, LLCleft Jul 29, 2020, registered Oct 9, 2020 (72 days) · Affiliated broker-dealer or bank to another
- Wells Fargo Advisors to Cuso Financial Services, L.P.left May 22, 2019, registered Jul 19, 2019 (58 days) · Wirehouse to affiliated broker-dealer or bank
- Zacks Investment Management, Inc. to Wells Fargo Advisorsleft Aug 3, 2016, registered Apr 13, 2017 (253 days) · Other
- LPL Financial LLC to Zacks Investment Management, Inc.left Feb 5, 2008, registered Sep 4, 2013 (2038 days) · Other
Signals
- Justin Timothy Bailey left Transamerica Retirement Advisors, Llc for Nationwide Investment Advisors, Llc (registered 2025-10-30)Oct 22, 2025 · Advisor changed firm · fact
- Justin Timothy Bailey left Nationwide Investment Advisors, Llc for Transamerica Retirement Advisors, Llc (registered 2025-06-12)Nov 18, 2024 · 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