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.

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Registered advisor

J••••• D•••••••

O•••• W•••••• I•••BD affiliatedAuberndale, Fl dual registrantIAPD 6849660

Feed of 09/15/2026

Also filed as Janice N Desinord

At current firm

0 y

since May 26, 2026

In the industry

11 y

since Feb 1, 2015 (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

O•••• W•••••• I••• BD affiliated current
since May 26, 2026 · Auberndale, Fl
R•••••• J•••• • A••••••••• I••• national BD
Dec 4, 2025 to Mar 19, 2026 · St. Petersburg, Fl
J••• M••••• S••••••••• L•• wirehouse
Oct 15, 2021 to Nov 19, 2025 · Atlanta, Ga
E•••••• C•••••• M••••••••• L•• former
Oct 20, 2020 to Oct 5, 2021 · Arlington, Va
C•••••• S••••• • C••• I••• national BD
Aug 20, 2019 to Oct 2, 2020 · Atlanta, Ga

Moves

a registration end followed by a registration begin elsewhere

R•••••• J•••• • A••••••••• I••• to O•••• W•••••• I•••
left Mar 19, 2026, registered May 26, 2026 (68 days) · Affiliated broker-dealer or bank to another
J••• M••••• S••••••••• L•• to R•••••• J•••• • A••••••••• I•••
left Nov 19, 2025, registered Dec 4, 2025 (15 days) · Wirehouse to affiliated broker-dealer or bank
E•••••• C•••••• M••••••••• L•• to J••• M••••• S••••••••• L••
left Oct 5, 2021, registered Oct 15, 2021 (10 days) · RIA to wirehouse
C•••••• S••••• • C••• I••• to E•••••• C•••••• M••••••••• L••
left Oct 2, 2020, registered Oct 20, 2020 (18 days) · Affiliated broker-dealer or bank to independent RIA

Signals

J••••• D••••••• left R•••••• J•••• • A••••••••• I••• for O•••• W•••••• I••• (registered 2026-05-26)
Mar 19, 2026 · Advisor changed firm · fact
J••••• D••••••• left J••• M••••• S••••••••• L•• for R•••••• J•••• • A••••••••• I••• (registered 2025-12-04)
Nov 19, 2025 · 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: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address