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

Jacqueline Alberte Gilbert

Citizens Securities, Inc.BD affiliatedSyracuse, Ny dual registrantIAPD 5854379

Feed of 09/15/2026

Also filed as Jacqueline A Gilbert

At current firm

0 y

since Apr 17, 2026

In the industry

14 y

since Sep 1, 2012 (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

Citizens Securities, Inc. BD affiliated current
since Apr 17, 2026 · West Palm Beach, Fl
Valley Wealth Managers, Inc. independent RIA
Oct 7, 2025 to Apr 8, 2026 · Fort Lauderdale, Fl
Principal Securities, Inc. BD affiliated
Jul 17, 2025 to Sep 10, 2025 · Miami, Fl
J.P. Morgan Securities LLC wirehouse
Nov 8, 2023 to May 6, 2025 · Ft. Lauderdale, Fl
Truist Advisory Services, Inc. BD affiliated
Feb 4, 2019 to Aug 21, 2023 · Fort Lauderdale, Fl

Moves

a registration end followed by a registration begin elsewhere

Valley Wealth Managers, Inc. to Citizens Securities, Inc.
left Apr 8, 2026, registered Apr 17, 2026 (9 days) · RIA to affiliated broker-dealer or bank
Principal Securities, Inc. to Valley Wealth Managers, Inc.
left Sep 10, 2025, registered Oct 7, 2025 (27 days) · Affiliated broker-dealer or bank to independent RIA
J.P. Morgan Securities LLC to Principal Securities, Inc.
left May 6, 2025, registered Jul 17, 2025 (72 days) · Wirehouse to affiliated broker-dealer or bank
Truist Advisory Services, Inc. to J.P. Morgan Securities LLC
left Aug 21, 2023, registered Nov 8, 2023 (79 days) · Affiliated broker-dealer or bank to wirehouse

Signals

Jacqueline Alberte Gilbert left Valley Wealth Managers, Inc. for Citizens Securities, Inc. (registered 2026-04-17)
Apr 8, 2026 · Advisor changed firm · fact
Jacqueline Alberte Gilbert left Principal Securities, Inc. for Valley Wealth Managers, Inc. (registered 2025-10-07)
Sep 10, 2025 · Advisor changed firm · fact
Jacqueline Alberte Gilbert left J.P. Morgan Securities Llc for Principal Securities, Inc. (registered 2025-07-17)
May 6, 2025 · Advisor changed firm · fact
Jacqueline Alberte Gilbert left Truist Advisory Services, Inc. for J.P. Morgan Securities Llc (registered 2023-11-08)
Aug 21, 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: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address