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•••• A••• A•••••••

B••••• G••••• A•••• M•••••••••BD affiliatedLakewood Ranch, Fl dual registrantIAPD 5735468

Certified Financial Planner

Feed of 09/14/2026

Also filed as Jason A Andriano

At current firm

2 y

since Apr 8, 2024

In the industry

16 y

since Feb 4, 2010 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

D•• F••••• O••••• A•••••••• L•• no RAUM current
since Jun 8, 2026 · Lakewood Ranch, Fl
B••••• G••••• A•••• M••••••••• BD affiliated current
since Apr 8, 2024 · B•••••, Ma
F••••• I••••••••• independent RIA
Sep 15, 2022 to Sep 5, 2023 · Tampa, Fl
E•••••• C•••••• M••••••••• L•• former
Jul 13, 2021 to Oct 8, 2021 · Charlotte, Nc
V••••••• A•••••••• I••• BD affiliated
Jul 17, 2018 to Jul 16, 2021 · Charlotte, Nc
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Mar 16, 2010 to Nov 21, 2011 · Albany, Ny

Moves

a registration end followed by a registration begin elsewhere

F••••• I••••••••• to B••••• G••••• A•••• M•••••••••
left Sep 5, 2023, registered Apr 8, 2024 (216 days) · RIA to RIA
E•••••• C•••••• M••••••••• L•• to F••••• I•••••••••
left Oct 8, 2021, registered Sep 15, 2022 (342 days) · RIA to RIA
V••••••• A•••••••• I••• to E•••••• C•••••• M••••••••• L••
left Jul 16, 2021, registered Jul 13, 2021 (-3 days) · Affiliated broker-dealer or bank to independent RIA
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to V••••••• A•••••••• I•••
left Nov 21, 2011, registered Jul 17, 2018 (2430 days) · Wirehouse to affiliated broker-dealer or bank

Signals

J•••• A••• A••••••• left F••••• I••••••••• for B••••• G••••• A•••• M••••••••• (registered 2024-04-08)
Sep 5, 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: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address