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.
Feed of 09/17/2026
Also filed as Jorden James Rhodes
At current firm
0 y
since Sep 14, 2026
In the industry
12 y
since Jan 1, 2014 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Edward Jones national BD currentsince Sep 14, 2026 · Dayton, Oh
- Morgan Stanley wirehouse currentsince May 13, 2025 · Beavercreek, Oh
- Morgan Stanley wirehouse currentsince May 13, 2025 · Beavercreek, Oh
- Morgan Stanley wirehouseMay 13, 2025 to Sep 16, 2026 · Beavercreek, Oh
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOct 4, 2023 to Apr 28, 2025 · Cincinnati, Oh
- Wells Fargo Advisors wirehouseJul 17, 2019 to Oct 2, 2023 · Cincinnati, Oh
Moves
a registration end followed by a registration begin elsewhere
- Morgan Stanley to Edward Jonesleft Sep 16, 2026, registered Sep 14, 2026 (-2 days) · Wirehouse to affiliated broker-dealer or bank
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Morgan Stanleyleft Apr 28, 2025, registered May 13, 2025 (15 days) · Wirehouse to wirehouse · moved with a team
- Wells Fargo Advisors to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Oct 2, 2023, registered Oct 4, 2023 (2 days) · Wirehouse to wirehouse
Signals
- Jorden Rhodes left Morgan Stanley for Edward Jones (registered 2026-09-14)Sep 16, 2026 · Advisor changed firm · fact
- Jorden Rhodes left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Morgan Stanley (registered 2025-05-13)Apr 28, 2025 · Advisor changed firm · fact
- Jorden Rhodes left Wells Fargo Advisors for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2023-10-04)Oct 2, 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
- National broker-dealer RIAderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address