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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

J•••••• M•••• R•••••••

L•• A•••••••• L••independent RIAPittsford, NyIA-onlyIAPD 5415969

Feed of 09/14/2026

Also filed as Jackyln Marie Rossi

At current firm

0 y

since Oct 31, 2025

In the industry

18 y

since Feb 1, 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

Professional profile

what the firm itself publishes, with the page it was read from

Title: Senior Client Service Associatereportedlvwadvisors.comfirm site, Sep 15, 2026
Professional profile: lvwadvisors.com/our-team/jacklyn-raymondareportedlvwadvisors.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

L•• A•••••••• L•• independent RIA current
since Oct 31, 2025 · Pittsford, Ny
O•••• W•••••• I••• BD affiliated
Jan 24, 2025 to Oct 8, 2025 · Rochester, Ny
O•••• F•• I••• former
May 11, 2023 to Jan 24, 2025 · Rochester, Ny
U•• F•••••••• S••••••• I••• wirehouse
Oct 8, 2015 to May 22, 2023 · Rochester, Ny
M••••• S•••••• wirehouse
Apr 6, 2011 to Oct 14, 2015 · Rochester, Ny
O•••• F•• I••• former
Jun 16, 2010 to Apr 1, 2011 · Rochester, Ny
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Feb 7, 2008 to Apr 23, 2010 · Jacksonville, Fl

Moves

a registration end followed by a registration begin elsewhere

O•••• W•••••• I••• to L•• A•••••••• L••
left Oct 8, 2025, registered Oct 31, 2025 (23 days) · Affiliated broker-dealer or bank to independent RIA
O•••• F•• I••• to O•••• W•••••• I•••
left Jan 24, 2025, registered Jan 24, 2025 (0 days) · corporate re-registration, not a move
U•• F•••••••• S••••••• I••• to O•••• F•• I•••
left May 22, 2023, registered May 11, 2023 (-11 days) · Wirehouse to affiliated broker-dealer or bank
M••••• S•••••• to U•• F•••••••• S••••••• I•••
left Oct 14, 2015, registered Oct 8, 2015 (-6 days) · Wirehouse to wirehouse · moved with a team
O•••• F•• I••• to M••••• S••••••
left Apr 1, 2011, registered Apr 6, 2011 (5 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to O•••• F•• I•••
left Apr 23, 2010, registered Jun 16, 2010 (54 days) · Other

Signals

J•••••• M•••• R••••••• left O•••• W•••••• I••• for L•• A•••••••• L•• (registered 2025-10-31)
Oct 8, 2025 · Advisor changed firm · fact
J•••••• M•••• R••••••• left U•• F•••••••• S••••••• I••• for O•••• F•• I••• (registered 2023-05-11)
May 22, 2023 · 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: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address