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

Jill Kaz

Avantax Planning Partners, Inc.BD affiliatedLake Forest, Il IA-onlyIAPD 5770185

Certified Financial Planner

Feed of 09/15/2026

Also filed as Jill Anne Lapporte

At current firm

1 y

since Dec 16, 2024

In the industry

16 y

since Jun 17, 2010 (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

Avantax Planning Partners, Inc. BD affiliated current
since Dec 16, 2024 · Lake Forest, Il
Hemington Wealth Management former
May 18, 2022 to Jun 30, 2022 · Chicago, Il
Strategic Wealth Partners former
Jan 3, 2018 to Apr 11, 2022 · Deerfield, Il
Isto Advisors, LLC independent RIA
Sep 30, 2016 to Dec 7, 2017 · Troy, Mi
Regal Advisory Services, Inc. independent RIA
Mar 24, 2016 to Oct 3, 2016 · Lake Forest, Il
Securian Financial Services, Inc. former
Sep 8, 2010 to Feb 24, 2016 · Deerfield, Il

Moves

a registration end followed by a registration begin elsewhere

Hemington Wealth Management to Avantax Planning Partners, Inc.
left Jun 30, 2022, registered Dec 16, 2024 (900 days) · RIA to affiliated broker-dealer or bank
Strategic Wealth Partners to Hemington Wealth Management
left Apr 11, 2022, registered May 18, 2022 (37 days) · RIA to RIA
Isto Advisors, LLC to Strategic Wealth Partners
left Dec 7, 2017, registered Jan 3, 2018 (27 days) · Other
Regal Advisory Services, Inc. to Isto Advisors, LLC
left Oct 3, 2016, registered Sep 30, 2016 (-3 days) · Other
Securian Financial Services, Inc. to Regal Advisory Services, Inc.
left Feb 24, 2016, registered Mar 24, 2016 (29 days) · Other

Signals

Jill Kaz left Hemington Wealth Management for Avantax Planning Partners, Inc. (registered 2024-12-16)
Jun 30, 2022 · Advisor changed firm · fact
Jill Kaz left Strategic Wealth Partners for Hemington Wealth Management (registered 2022-05-18)
Apr 11, 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