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

Jun Tomlinson

Citigroup Global Markets Inc.BD affiliatedTorrance, Ca dual registrantIAPD 6765398

Feed of 09/15/2026

Also filed as Jun Wang

At current firm

0 y

since Aug 7, 2026

In the industry

10 y

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

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Citigroup Global Markets Inc. BD affiliated current
since Aug 7, 2026 · Torrance, Ca
Cetera Investment Advisers LLC BD affiliated
Mar 13, 2026 to Jul 22, 2026 · Torrance, Ca
Strategic Advisers LLC national BD
Mar 31, 2025 to Mar 5, 2026 · Torrance, Ca
Fidelity Personal And Workplace Advisors former
Dec 4, 2024 to Mar 31, 2025 · Torrance, Ca
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jul 11, 2022 to Jul 29, 2024 · El Segundo, Ca
Wells Fargo Advisors wirehouse
Nov 8, 2021 to Jun 3, 2022 · Los Angeles, Ca

Moves

a registration end followed by a registration begin elsewhere

Cetera Investment Advisers LLC to Citigroup Global Markets Inc.
left Jul 22, 2026, registered Aug 7, 2026 (16 days) · Affiliated broker-dealer or bank to another
Strategic Advisers LLC to Cetera Investment Advisers LLC
left Mar 5, 2026, registered Mar 13, 2026 (8 days) · Affiliated broker-dealer or bank to another
Fidelity Personal And Workplace Advisors to Strategic Advisers LLC
left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Fidelity Personal And Workplace Advisors
left Jul 29, 2024, registered Dec 4, 2024 (128 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
Wells Fargo Advisors to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Jun 3, 2022, registered Jul 11, 2022 (38 days) · Wirehouse to wirehouse · moved with a team

Signals

Jun Tomlinson left Cetera Investment Advisers Llc for Citigroup Global Markets Inc. (registered 2026-08-07)
Jul 22, 2026 · Advisor changed firm · fact
Jun Tomlinson left Strategic Advisers Llc for Cetera Investment Advisers Llc (registered 2026-03-13)
Mar 5, 2026 · Advisor changed firm · fact
Jun Tomlinson left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Fidelity Personal And Workplace Advisors (registered 2024-12-04)
Jul 29, 2024 · Advisor changed firm · fact
Jun Tomlinson left Wells Fargo Advisors for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2022-07-11)
Jun 3, 2022 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address