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
Luis Jason Flores
Chartered Financial Analyst
Feed of 09/15/2026
Also filed as Jason Flores
At current firm
1 y
since Feb 12, 2025
In the industry
14 y
since Jul 20, 2012 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Central Trust Bank institutional currentsince Feb 12, 2025 · Jefferson City, Mo
- Pension Consultants Inc institutionalAug 19, 2016 to Apr 27, 2021 · Springfield, Mo
- Pks Advisory Services, LLC independent RIASep 20, 2012 to Jul 23, 2013 · Rogers, Ar
Moves
a registration end followed by a registration begin elsewhere
- Pension Consultants Inc to Central Trust Bankleft Apr 27, 2021, registered Feb 12, 2025 (1387 days) · Other
- Pks Advisory Services, LLC to Pension Consultants Incleft Jul 23, 2013, registered Aug 19, 2016 (1123 days) · Other
Signals
No dated event on this person.
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
- Institutional managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address