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

Molly Barloco

J.P. Morgan Securities LLCwirehouseColumbus, Oh dual registrantIAPD 5794694

Feed of 09/14/2026

Also filed as Molly Jean Allbright

At current firm

1 y

since Oct 15, 2024

In the industry

11 y

since Mar 1, 2015 (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

J.P. Morgan Securities LLC wirehouse current
since Oct 15, 2024 · Columbus, Oh
Frost Investment Services BD affiliated
Aug 29, 2023 to Sep 20, 2024 · San Antonio, Tx
Morgan Stanley wirehouse
Mar 6, 2023 to May 9, 2023 · San Antonio, Tx
J.P. Morgan Securities LLC wirehouse
Sep 14, 2016 to Mar 14, 2023 · San Antonio, Tx

Moves

a registration end followed by a registration begin elsewhere

Frost Investment Services to J.P. Morgan Securities LLC
left Sep 20, 2024, registered Oct 15, 2024 (25 days) · Affiliated broker-dealer or bank to wirehouse
Morgan Stanley to Frost Investment Services
left May 9, 2023, registered Aug 29, 2023 (112 days) · Wirehouse to affiliated broker-dealer or bank
J.P. Morgan Securities LLC to Morgan Stanley
left Mar 14, 2023, registered Mar 6, 2023 (-8 days) · Wirehouse to wirehouse · moved with a team

Signals

Molly Barloco left Frost Investment Services for J.P. Morgan Securities Llc (registered 2024-10-15)
Sep 20, 2024 · Advisor changed firm · fact
Molly Barloco left Morgan Stanley for Frost Investment Services (registered 2023-08-29)
May 9, 2023 · Advisor changed firm · fact
Molly Barloco left J.P. Morgan Securities Llc for Morgan Stanley (registered 2023-03-06)
Mar 14, 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: Wirehousederived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address