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 Alane Saunders
Certified Financial Planner
Feed of 09/14/2026
Also filed as Jessica A Saunders
At current firm
0 y
since Jan 5, 2026
In the industry
17 y
since Feb 1, 2009 (earliest exam, job or registration)
Prior registered firms
4
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
3
dated events on this person
Registration history
IAPD current and previous registrations
- Cambridge Investment Research Advisors, Inc. BD affiliated currentsince Jan 5, 2026 · Las Vegas, Nv
- Prosperitas Financial, LLC independent RIAAug 29, 2023 to Nov 20, 2024 · Valencia, Ca
- Noblebridge Wealth independent RIAMar 2, 2023 to Aug 10, 2023 · Las Vegas, Nv
- Abundant Wealth Strategies state registeredNov 10, 2020 to Feb 24, 2023 · Las Vegas, Nv
- Wells Fargo Advisors wirehouseJul 12, 2010 to Oct 29, 2019 · Long Beach, Ca
Moves
a registration end followed by a registration begin elsewhere
- Prosperitas Financial, LLC to Cambridge Investment Research Advisors, Inc.left Nov 20, 2024, registered Jan 5, 2026 (411 days) · RIA to affiliated broker-dealer or bank
- Noblebridge Wealth to Prosperitas Financial, LLCleft Aug 10, 2023, registered Aug 29, 2023 (19 days) · RIA to RIA
- Abundant Wealth Strategies to Noblebridge Wealthleft Feb 24, 2023, registered Mar 2, 2023 (6 days) · Other
- Wells Fargo Advisors to Abundant Wealth Strategiesleft Oct 29, 2019, registered Nov 10, 2020 (378 days) · Wirehouse to a state-registered adviser
Signals
- Jessica Alane Saunders left Prosperitas Financial, Llc for Cambridge Investment Research Advisors, Inc. (registered 2026-01-05)Nov 20, 2024 · Advisor changed firm · fact
- Jessica Alane Saunders left Noblebridge Wealth for Prosperitas Financial, Llc (registered 2023-08-29)Aug 10, 2023 · Advisor changed firm · fact
- Jessica Alane Saunders left Abundant Wealth Strategies for Noblebridge Wealth (registered 2023-03-02)Feb 24, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address