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 Lee Bulava

Lasalle St. Investment Advisors, L.L.C.BD affiliatedElmhurst, Il dual registrantIAPD 6172232

Feed of 09/14/2026

Also filed as Jackie Bulava

At current firm

1 y

since Apr 15, 2025

In the industry

21 y

since Jan 1, 2005 (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

Lasalle St. Investment Advisors, L.L.C. BD affiliated current
since Apr 15, 2025 · Oak Brook, Il
Osaic Advisory Services, LLC BD affiliated
Nov 8, 2024 to Apr 15, 2025 · Atlanta, Ga
Arbor Point Advisors former
Aug 2, 2019 to Nov 8, 2024 · Oak Park, Il
Cwm, LLC BD affiliated
Nov 30, 2018 to Aug 2, 2019 · Oak Park, Il
Cetera Advisor Networks LLC former
Nov 19, 2018 to Nov 28, 2018 · Oak Park, Il

Moves

a registration end followed by a registration begin elsewhere

Osaic Advisory Services, LLC to Lasalle St. Investment Advisors, L.L.C.
left Apr 15, 2025, registered Apr 15, 2025 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
Arbor Point Advisors to Osaic Advisory Services, LLC
left Nov 8, 2024, registered Nov 8, 2024 (0 days) · corporate re-registration, not a move
Cwm, LLC to Arbor Point Advisors
left Aug 2, 2019, registered Aug 2, 2019 (0 days) · Affiliated broker-dealer or bank to another
Cetera Advisor Networks LLC to Cwm, LLC
left Nov 28, 2018, registered Nov 30, 2018 (2 days) · Affiliated broker-dealer or bank to independent RIA

Signals

Jacqueline Lee Bulava left Osaic Advisory Services, Llc for Lasalle St. Investment Advisors, L.L.C. (registered 2025-04-15)
Apr 15, 2025 · 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: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address