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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

J•••• J••••• A•••••••

T•••••• C•••••• M•••••••••independent RIADenver, CoIA-onlyIAPD 6405623

Feed of 09/14/2026

At current firm

2 y

since Jan 25, 2024

In the industry

10 y

since Jan 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Director of Operations & Client Experiencereportedtriumphcapitalmanagement.comfirm site, Sep 15, 2026
Business email: jamara@triumphcapitalmanagement.comreportedtriumphcapitalmanagement.comfirm site, Sep 15, 2026
Professional profile: triumphcapitalmanagement.com/team/jamar-andersonreportedtriumphcapitalmanagement.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

T•••••• C•••••• M••••••••• independent RIA current
since Jan 25, 2024 · Denver, Co
C••••••••• F•••••••• N•••••• national BD
Jun 1, 2020 to Jan 16, 2024 · Lakewood, Co
C•••••• S••••• • C••• I••• national BD
Jul 10, 2019 to Mar 31, 2020 · Lone Tree, Co
U••• I••••••••• S••••••• C•••••• no RAUM
Jan 8, 2018 to Jun 3, 2019 · San Antonio, Tx
U••• F•••••••• P••••••• S••••••• former
Aug 25, 2017 to Jan 8, 2018 · Colorado Springs, Co

Moves

a registration end followed by a registration begin elsewhere

C••••••••• F•••••••• N•••••• to T•••••• C•••••• M•••••••••
left Jan 16, 2024, registered Jan 25, 2024 (9 days) · Affiliated broker-dealer or bank to independent RIA
C•••••• S••••• • C••• I••• to C••••••••• F•••••••• N••••••
left Mar 31, 2020, registered Jun 1, 2020 (62 days) · Affiliated broker-dealer or bank to another
U••• I••••••••• S••••••• C•••••• to C•••••• S••••• • C••• I•••
left Jun 3, 2019, registered Jul 10, 2019 (37 days) · Affiliated broker-dealer or bank to another · moved with a team
U••• F•••••••• P••••••• S••••••• to U••• I••••••••• S••••••• C••••••
left Jan 8, 2018, registered Jan 8, 2018 (0 days) · corporate re-registration, not a move

Signals

J•••• J••••• A••••••• left C••••••••• F•••••••• N•••••• for T•••••• C•••••• M••••••••• (registered 2024-01-25)
Jan 16, 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: Independent wealth managerderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address