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
Jean Pier Suarez
Feed of 09/15/2026
Also filed as JP Suarez
At current firm
6 y
since Apr 12, 2020
In the industry
13 y
since Apr 1, 2013 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
5
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- A.G.P / Alliance Global Partners independent RIA currentsince Apr 12, 2020 · Westport, Ct
- Spartan Capital Private Wealth Management LLC state registeredOct 25, 2019 to Apr 6, 2020 · New York, Ny
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSep 27, 2016 to Oct 8, 2019 · Ridgefield, Ct
Moves
a registration end followed by a registration begin elsewhere
- Spartan Capital Private Wealth Management LLC to A.G.P / Alliance Global Partnersleft Apr 6, 2020, registered Apr 12, 2020 (6 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Spartan Capital Private Wealth Management LLCleft Oct 8, 2019, registered Oct 25, 2019 (17 days) · Wirehouse to a state-registered adviser
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
- Independent wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address