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

Derrick Kyle Hobbs

Neil Jesani Wealth Managementindependent RIAOrlando, Fl IA-onlyIAPD 5386724

Feed of 09/15/2026

Also filed as Derrick Kyle Hobbs

At current firm

0 y

since Aug 24, 2026

In the industry

17 y

since Nov 17, 2008 (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

Neil Jesani Wealth Management independent RIA current
since Aug 24, 2026 · Sunrise, Fl
Advanced Wealth Management independent RIA
Aug 12, 2024 to Aug 31, 2026 · Sarasota, Fl
Prostatis Financial Advisors Group independent RIA
Sep 20, 2022 to Apr 1, 2024 · Hanover, Md
Fidelity Personal And Workplace Advisors former
Jul 2, 2020 to Jun 29, 2021 · Annapolis, Md
Advice And Planning Services BD affiliated
Nov 2, 2015 to Jan 9, 2020 · Bethesda, Md
Td Ameritrade, Inc. former
May 31, 2013 to Oct 20, 2015 · Potomac, Md
Td Ameritrade Investment Management, LLC former
May 31, 2013 to Oct 20, 2015 · Bethesda, Md
T. Rowe Price Advisory Services, Inc. BD affiliated
Apr 14, 2010 to Apr 4, 2013 · Mclean, Va

Moves

a registration end followed by a registration begin elsewhere

Advanced Wealth Management to Neil Jesani Wealth Management
left Aug 31, 2026, registered Aug 24, 2026 (-7 days) · RIA to RIA
Prostatis Financial Advisors Group to Advanced Wealth Management
left Apr 1, 2024, registered Aug 12, 2024 (133 days) · RIA to RIA
Fidelity Personal And Workplace Advisors to Prostatis Financial Advisors Group
left Jun 29, 2021, registered Sep 20, 2022 (448 days) · Affiliated broker-dealer or bank to independent RIA
Advice And Planning Services to Fidelity Personal And Workplace Advisors
left Jan 9, 2020, registered Jul 2, 2020 (175 days) · Affiliated broker-dealer or bank to another
Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLC
left Oct 20, 2015, registered May 31, 2013 (-872 days) · Other
Td Ameritrade Investment Management, LLC to Td Ameritrade, Inc.
left Oct 20, 2015, registered May 31, 2013 (-872 days) · channel change inside one enterprise, not a move
T. Rowe Price Advisory Services, Inc. to Td Ameritrade, Inc.
left Apr 4, 2013, registered May 31, 2013 (57 days) · Other

Signals

Derrick Kyle Hobbs left Advanced Wealth Management for Neil Jesani Wealth Management (registered 2026-08-24)
Aug 31, 2026 · Advisor changed firm · fact
Derrick Kyle Hobbs left Prostatis Financial Advisors Group for Advanced Wealth Management (registered 2024-08-12)
Apr 1, 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: Independent wealth managerderived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address