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

Jeffrey Scott Rowland

Cetera Investment Advisers LLCBD affiliatedMacon, Gadual registrantIAPD 6122355

Feed of 09/14/2026

Also filed as Jeffrey Scott Rowland

At current firm

1 y

since Feb 20, 2025

In the industry

12 y

since Sep 27, 2013 (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

Cetera Investment Advisers LLC BD affiliated current
since Feb 20, 2025 · Macon, Ga
Concourse Financial Group Advisors former
Jan 30, 2025 to Feb 20, 2025 · Macon, Ga
LPL Financial LLC BD affiliated
May 18, 2022 to Oct 17, 2024 · Macon, Ga
Cuna Brokerage Services, Inc. former
Nov 23, 2015 to May 18, 2022 · Macon, Ga
Bb&T Investment Services, Inc. former
Apr 15, 2014 to Oct 2, 2015 · Charlotte, Nc
Morgan Stanley wirehouse
Sep 30, 2013 to Apr 16, 2014 · Macon, Ga

Moves

a registration end followed by a registration begin elsewhere

Concourse Financial Group Advisors to Cetera Investment Advisers LLC
left Feb 20, 2025, registered Feb 20, 2025 (0 days) · corporate re-registration, not a move
LPL Financial LLC to Concourse Financial Group Advisors
left Oct 17, 2024, registered Jan 30, 2025 (105 days) · Affiliated broker-dealer or bank to another
Cuna Brokerage Services, Inc. to LPL Financial LLC
left May 18, 2022, registered May 18, 2022 (0 days) · corporate re-registration, not a move
Bb&T Investment Services, Inc. to Cuna Brokerage Services, Inc.
left Oct 2, 2015, registered Nov 23, 2015 (52 days) · Other
Morgan Stanley to Bb&T Investment Services, Inc.
left Apr 16, 2014, registered Apr 15, 2014 (-1 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)

Signals

Jeffrey Scott Rowland left Lpl Financial Llc for Concourse Financial Group Advisors (registered 2025-01-30)
Oct 17, 2024 · 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: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address