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
Mehul Amritlal Khivesara
Feed of 09/14/2026
Also filed as Mehul Khivesara
At current firm
0 y
since Jul 29, 2026
In the industry
10 y
since Mar 1, 2016 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- J.P. Morgan Securities LLC wirehouse currentsince Jul 29, 2026 · Walnut Creek, Ca
- Focus Partners Wealth, LLC independent RIAMay 5, 2025 to Jul 27, 2026 · Walnut Creek, Ca
- Adero Partners, LLC formerApr 28, 2021 to Jun 27, 2025 · Palo Alto, Ca
- Charles Schwab & Co., Inc. national BDJul 12, 2019 to Oct 10, 2019 · San Francisco, Ca
- Waddell & Reed formerJan 8, 2019 to Apr 10, 2019 · Seattle, Wa
- Morgan Stanley wirehouseNov 30, 2017 to Dec 11, 2018 · San Francisco, Ca
Moves
a registration end followed by a registration begin elsewhere
- Focus Partners Wealth, LLC to J.P. Morgan Securities LLCleft Jul 27, 2026, registered Jul 29, 2026 (2 days) · RIA to wirehouse
- Adero Partners, LLC to Focus Partners Wealth, LLCleft Jun 27, 2025, registered May 5, 2025 (-53 days) · channel change inside one enterprise, not a move · moved with a team
- Charles Schwab & Co., Inc. to Adero Partners, LLCleft Oct 10, 2019, registered Apr 28, 2021 (566 days) · Affiliated broker-dealer or bank to independent RIA
- Waddell & Reed to Charles Schwab & Co., Inc.left Apr 10, 2019, registered Jul 12, 2019 (93 days) · Affiliated broker-dealer or bank to another
- Morgan Stanley to Waddell & Reedleft Dec 11, 2018, registered Jan 8, 2019 (28 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- Mehul Amritlal Khivesara left Focus Partners Wealth, Llc for J.P. Morgan Securities Llc (registered 2026-07-29)Jul 27, 2026 · 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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address