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
Jeff W Webb
Feed of 09/14/2026
At current firm
6 y
since Nov 5, 2019
In the industry
20 y
since Feb 1, 2006 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
3
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
- Emerson Equity LLC BD affiliated currentsince Nov 5, 2019 · San Mateo, Ca
- Kingstone Capital Partners Texas, LLC independent RIAMar 29, 2017 to Jan 2, 2020 · Denver, Co
- Newport Coast Asset Management formerJul 15, 2015 to Sep 1, 2016 · Denver, Co
Moves
a registration end followed by a registration begin elsewhere
- Kingstone Capital Partners Texas, LLC to Emerson Equity LLCleft Jan 2, 2020, registered Nov 5, 2019 (-58 days) · Other
- Newport Coast Asset Management to Kingstone Capital Partners Texas, LLCleft Sep 1, 2016, registered Mar 29, 2017 (209 days) · Other
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address