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••••• C•••••••

T•• H••••• A•••••• L••state registeredCharlotte, NcIA-onlyIAPD 6440019

Certified Financial Planner

Feed of 09/14/2026

At current firm

2 y

since Apr 22, 2024

In the industry

11 y

since Mar 17, 2015 (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

Professional profile

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

Professional profile: linkedin.com/in/jeremy-chambersreportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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•• H••••• A•••••• L•• state registered current
since Apr 22, 2024 · Charlotte, Nc
V••••••• A•••••••• I••• BD affiliated
Jul 31, 2020 to Apr 10, 2024 · Charlotte, Nc
C•••••• S••••• • C••• I••• national BD
Aug 28, 2017 to Jul 16, 2020 · Charlotte, Nc
P•• W••••• M••••••••• BD affiliated
Jul 31, 2015 to Jul 6, 2017 · Charlotte, Nc
S••••••• F•••••••• S•••••••• I••• former
Mar 19, 2015 to Jul 22, 2015 · Charlotte, Nc

Moves

a registration end followed by a registration begin elsewhere

V••••••• A•••••••• I••• to T•• H••••• A•••••• L••
left Apr 10, 2024, registered Apr 22, 2024 (12 days) · Affiliated broker-dealer or bank to a state-registered adviser
C•••••• S••••• • C••• I••• to V••••••• A•••••••• I•••
left Jul 16, 2020, registered Jul 31, 2020 (15 days) · Affiliated broker-dealer or bank to another
P•• W••••• M••••••••• to C•••••• S••••• • C••• I•••
left Jul 6, 2017, registered Aug 28, 2017 (53 days) · Other
S••••••• F•••••••• S•••••••• I••• to P•• W••••• M•••••••••
left Jul 22, 2015, registered Jul 31, 2015 (9 days) · Other

Signals

J••••• C••••••• left V••••••• A•••••••• I••• for T•• H••••• A•••••• L•• (registered 2024-04-22)
Apr 10, 2024 · a•••••• firm change · 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: STATE REGISTEREDderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address