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•••• A•••••••

J••• M••••• S••••••••• L••wirehouseFt. Lauderdale, Fldual registrantIAPD 6784731

Feed of 09/14/2026

Also filed as James Townsend Atkinson

At current firm

1 y

since Jan 9, 2025

In the industry

15 y

since Oct 1, 2010 (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

Registration history

IAPD current and previous registrations

J••• M••••• S••••••••• L•• wirehouse current
since Jan 9, 2025 · Ft. Lauderdale, Fl
G•••••• S•••• W••••• S•••••••• L••• BD affiliated
Nov 15, 2023 to Jan 10, 2025 · Miami, Fl
U••••• C•••••• F•••••••• A••••••• independent RIA
May 17, 2022 to Nov 17, 2023 · Miami, Fl
M••••• S•••••• wirehouse
Nov 6, 2019 to May 23, 2022 · Atlanta, Ga

Moves

a registration end followed by a registration begin elsewhere

G•••••• S•••• W••••• S•••••••• L••• to J••• M••••• S••••••••• L••
left Jan 10, 2025, registered Jan 9, 2025 (-1 days) · Affiliated broker-dealer or bank to wirehouse
U••••• C•••••• F•••••••• A••••••• to G•••••• S•••• W••••• S•••••••• L•••
left Nov 17, 2023, registered Nov 15, 2023 (-2 days) · RIA to affiliated broker-dealer or bank · moved with a team
M••••• S•••••• to U••••• C•••••• F•••••••• A•••••••
left May 23, 2022, registered May 17, 2022 (-6 days) · Wirehouse to affiliated broker-dealer or bank

Signals

J•••• A••••••• left G•••••• S•••• W••••• S•••••••• L••• for J••• M••••• S••••••••• L•• (registered 2025-01-09)
Jan 10, 2025 · Advisor changed firm · fact
J•••• A••••••• left U••••• C•••••• F•••••••• A••••••• for G•••••• S•••• W••••• S•••••••• L••• (registered 2023-11-15)
Nov 17, 2023 · Advisor changed firm · fact
J•••• A••••••• left M••••• S•••••• for U••••• C•••••• F•••••••• A••••••• (registered 2022-05-17)
May 23, 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: Wirehousederived
Years in industry: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address