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

Jadie Driscoll

Valic Financial Advisors, Inc.BD affiliatedMenifee, Ca dual registrantIAPD 5766256

Feed of 09/15/2026

Also filed as John C. Driscoll

At current firm

0 y

since Oct 6, 2025

In the industry

16 y

since Mar 31, 2010 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Valic Financial Advisors, Inc. BD affiliated current
since Oct 6, 2025 · Houston, Tx
Cadaret Grant & Co Inc former
Oct 31, 2022 to Aug 1, 2025 · Syracuse, Ny
Cambridge Investment Research Advisors, Inc. BD affiliated
Apr 23, 2018 to Jun 9, 2022 · Laguna Niguel, Ca
Raymond James & Associates, Inc. national BD
Jan 8, 2016 to Mar 8, 2018 · San Diego, Ca
Td Ameritrade, Inc. former
Jul 25, 2014 to Aug 10, 2015 · San Diego, Ca
Usaa Financial Planning Services former
Jun 10, 2013 to Jun 6, 2014 · Phoenix, Az

Moves

a registration end followed by a registration begin elsewhere

Cadaret Grant & Co Inc to Valic Financial Advisors, Inc.
left Aug 1, 2025, registered Oct 6, 2025 (66 days) · Affiliated broker-dealer or bank to another
Cambridge Investment Research Advisors, Inc. to Cadaret Grant & Co Inc
left Jun 9, 2022, registered Oct 31, 2022 (144 days) · Affiliated broker-dealer or bank to another
Raymond James & Associates, Inc. to Cambridge Investment Research Advisors, Inc.
left Mar 8, 2018, registered Apr 23, 2018 (46 days) · Affiliated broker-dealer or bank to another
Td Ameritrade, Inc. to Raymond James & Associates, Inc.
left Aug 10, 2015, registered Jan 8, 2016 (151 days) · Other
Usaa Financial Planning Services to Td Ameritrade, Inc.
left Jun 6, 2014, registered Jul 25, 2014 (49 days) · Other

Signals

Jadie Driscoll left Cadaret Grant & Co Inc for Valic Financial Advisors, Inc. (registered 2025-10-06)
Aug 1, 2025 · Advisor changed firm · fact
Jadie Driscoll left Cambridge Investment Research Advisors, Inc. for Cadaret Grant & Co Inc (registered 2022-10-31)
Jun 9, 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: 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