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
Jeremy Craig Mayfield
Feed of 09/14/2026
Also filed as Jeremy Mayfield
At current firm
5 y
since Dec 1, 2020
In the industry
20 y
since Jun 1, 2006 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Allstate Financial Advisors, LLC BD affiliated currentsince Dec 1, 2020 · Webster, Tx
- W&S Brokerage Services, Inc. BD affiliatedApr 18, 2019 to Dec 3, 2020 · Houston, Tx
- Secure Investment Management, LLC independent RIAAug 30, 2018 to Nov 21, 2018 · Tucson, Az
- Asset Allocation Strategies, LLC independent RIANov 3, 2017 to Aug 28, 2018 · Santa Fe, Tx
- Onpointe Advisory And Financial Services, LLC formerMay 5, 2015 to Sep 20, 2017 · Santa Fe, Tx
- High Street Asset Management, LLC unclassifiedAug 27, 2013 to Dec 31, 2013 · League City, Tx
Moves
a registration end followed by a registration begin elsewhere
- W&S Brokerage Services, Inc. to Allstate Financial Advisors, LLCleft Dec 3, 2020, registered Dec 1, 2020 (-2 days) · Affiliated broker-dealer or bank to another
- Secure Investment Management, LLC to W&S Brokerage Services, Inc.left Nov 21, 2018, registered Apr 18, 2019 (148 days) · RIA to a newly registered adviser
- Asset Allocation Strategies, LLC to Secure Investment Management, LLCleft Aug 28, 2018, registered Aug 30, 2018 (2 days) · RIA to RIA
- Onpointe Advisory And Financial Services, LLC to Asset Allocation Strategies, LLCleft Sep 20, 2017, registered Nov 3, 2017 (44 days) · Other
- High Street Asset Management, LLC to Onpointe Advisory And Financial Services, LLCleft Dec 31, 2013, registered May 5, 2015 (490 days) · Other
Signals
No dated event on this person.
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
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address