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

Jessica Cafferata

Alphacore Capital LLCindependent RIAFrisco, Tx IA-onlyIAPD 5542746

Certified Financial Planner

Feed of 09/15/2026

Also filed as Jessica L Cafferata

At current firm

1 y

since May 5, 2025

In the industry

17 y

since Sep 27, 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

Alphacore Capital LLC independent RIA current
since May 5, 2025 · La Jolla, Ca
Callan Capital, LLC former
Mar 4, 2022 to May 15, 2025 · Highland Village, Tx
Mariner BD affiliated
Sep 21, 2021 to Feb 23, 2022 · Plano, Tx
Hightower Advisors, LLC BD affiliated
Sep 18, 2020 to Sep 10, 2021 · Chicago, Il
Frontier Investment Management Co former
Apr 24, 2014 to Nov 16, 2020 · Dallas, Tx
Usaa Financial Planning Services former
Apr 21, 2011 to Apr 16, 2014 · Addison, Tx
Rosenthal Advisory Services, L.P. former
Mar 9, 2009 to Mar 30, 2011 · Fort Worth, Tx
National Planning Corporation ("Npc Of America" In Fl & Ny) former
Oct 2, 2008 to Mar 14, 2011 · Forth Worth, Tx

Moves

a registration end followed by a registration begin elsewhere

Callan Capital, LLC to Alphacore Capital LLC
left May 15, 2025, registered May 5, 2025 (-10 days) · RIA to RIA · moved with a team
Mariner to Callan Capital, LLC
left Feb 23, 2022, registered Mar 4, 2022 (9 days) · Affiliated broker-dealer or bank to independent RIA
Hightower Advisors, LLC to Mariner
left Sep 10, 2021, registered Sep 21, 2021 (11 days) · Affiliated broker-dealer or bank to another
Frontier Investment Management Co to Hightower Advisors, LLC
left Nov 16, 2020, registered Sep 18, 2020 (-59 days) · corporate re-registration, not a move
Usaa Financial Planning Services to Frontier Investment Management Co
left Apr 16, 2014, registered Apr 24, 2014 (8 days) · Other
Rosenthal Advisory Services, L.P. to Usaa Financial Planning Services
left Mar 30, 2011, registered Apr 21, 2011 (22 days) · RIA to a newly registered adviser
National Planning Corporation ("Npc Of America" In Fl & Ny) to Rosenthal Advisory Services, L.P.
left Mar 14, 2011, registered Mar 9, 2009 (-735 days) · Other

Signals

Jessica Cafferata left Callan Capital, Llc for Alphacore Capital Llc (registered 2025-05-05)
May 15, 2025 · Advisor changed firm · fact
Jessica Cafferata left Mariner for Callan Capital, Llc (registered 2022-03-04)
Feb 23, 2022 · 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