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
Jonathon Paul Soucier
Feed of 09/15/2026
Also filed as Jonathon Soucier
At current firm
1 y
since Jan 1, 2025
In the industry
16 y
since Dec 28, 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
0
dated events on this person
Registration history
IAPD current and previous registrations
- Wealth Teams Alliance independent RIA currentsince Jan 1, 2025 · Irvine, Ca
- Park Avenue Securities LLC BD affiliatedNov 2, 2015 to Jun 9, 2020 · Irvine, Ca
- Capital Synergy Partners formerOct 25, 2012 to Oct 27, 2015 · Irvine, Ca
- Innovatum Capital Partners, LLC formerJul 16, 2012 to Feb 20, 2014 · Costa Mesa, Ca
- MML Investors Services, LLC BD affiliatedJan 14, 2010 to May 29, 2012 · Norco, Ca
Moves
a registration end followed by a registration begin elsewhere
- Park Avenue Securities LLC to Wealth Teams Allianceleft Jun 9, 2020, registered Jan 1, 2025 (1667 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Capital Synergy Partners to Park Avenue Securities LLCleft Oct 27, 2015, registered Nov 2, 2015 (6 days) · Other · moved with a team
- Innovatum Capital Partners, LLC to Capital Synergy Partnersleft Feb 20, 2014, registered Oct 25, 2012 (-483 days) · Other
- MML Investors Services, LLC to Innovatum Capital Partners, LLCleft May 29, 2012, registered Jul 16, 2012 (48 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
- Independent wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address