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

John Neeley

Destination Wealth Managementindependent RIAWalnut Creek, CaIA-onlyIAPD 5932682

Certified Financial Planner · Chartered Financial Consultant

Feed of 09/14/2026

Also filed as Jack Francis Neeley

At current firm

0 y

since Apr 7, 2026

In the industry

10 y

since Aug 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Destination Wealth Management independent RIA current
since Apr 7, 2026 · Walnut Creek, Ca
Nationwide Securities, LLC no RAUM
Sep 8, 2023 to Apr 13, 2026 · Columbus, Oh
Securities America Advisors, Inc. former
Jul 25, 2023 to Aug 17, 2023 · Cameron Park, Ca
Cambridge Investment Research Advisors, Inc. BD affiliated
Jan 12, 2021 to Jul 17, 2023 · Folsom, Ca
Lane Florence, LLC state registered
Jan 7, 2021 to Jun 20, 2023 · Cameron Park, Ca

Moves

a registration end followed by a registration begin elsewhere

Nationwide Securities, LLC to Destination Wealth Management
left Apr 13, 2026, registered Apr 7, 2026 (-6 days) · Other
Securities America Advisors, Inc. to Nationwide Securities, LLC
left Aug 17, 2023, registered Sep 8, 2023 (22 days) · Other
Cambridge Investment Research Advisors, Inc. to Securities America Advisors, Inc.
left Jul 17, 2023, registered Jul 25, 2023 (8 days) · Affiliated broker-dealer or bank to another
Lane Florence, LLC to Cambridge Investment Research Advisors, Inc.
left Jun 20, 2023, registered Jan 12, 2021 (-889 days) · Other

Signals

John Neeley left Nationwide Securities, Llc for Destination Wealth Management (registered 2026-04-07)
Apr 13, 2026 · Advisor changed firm · fact
John Neeley left Securities America Advisors, Inc. for Nationwide Securities, Llc (registered 2023-09-08)
Aug 17, 2023 · Advisor changed firm · fact
John Neeley left Cambridge Investment Research Advisors, Inc. for Securities America Advisors, Inc. (registered 2023-07-25)
Jul 17, 2023 · Advisor changed firm · fact
John Neeley left Lane Florence, Llc for Cambridge Investment Research Advisors, Inc. (registered 2021-01-12)
Jun 20, 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: Independent wealth managerderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address