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

Timothy Filipi Cahyadi

J.P. Morgan Securities LLCwirehouseSan Francisco, Ca dual registrantIAPD 6936311

Feed of 09/14/2026

Also filed as Timothy Cahyadi

At current firm

2 y

since Aug 2, 2024

In the industry

12 y

since Jul 1, 2014 (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.P. Morgan Securities LLC wirehouse current
since Aug 2, 2024 · San Francisco, Ca
Cresset Asset Management, LLC independent RIA
Apr 25, 2024 to May 28, 2024 · San Francisco, Ca
J.P. Morgan Securities LLC wirehouse
Mar 8, 2024 to Apr 20, 2024 · San Francisco, Ca
J.P. Morgan Private Wealth Advisors LLC former
Aug 30, 2022 to Apr 22, 2024 · San Francisco, Ca
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Mar 23, 2022 to Aug 29, 2022 · San Francisco, Ca
J.P. Morgan Securities LLC wirehouse
Oct 21, 2020 to Nov 13, 2021 · San Francisco, Ca
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Feb 5, 2019 to Oct 23, 2020 · San Francisco, Ca

Moves

a registration end followed by a registration begin elsewhere

Cresset Asset Management, LLC to J.P. Morgan Securities LLC
left May 28, 2024, registered Aug 2, 2024 (66 days) · RIA to wirehouse
J.P. Morgan Private Wealth Advisors LLC to J.P. Morgan Securities LLC
left Apr 22, 2024, registered Mar 8, 2024 (-45 days) · corporate re-registration, not a move
J.P. Morgan Securities LLC to Cresset Asset Management, LLC
left Apr 20, 2024, registered Apr 25, 2024 (5 days) · Wirehouse to independent RIA · moved with a team
Merrill Lynch, Pierce, Fenner & Smith Incorporated to J.P. Morgan Private Wealth Advisors LLC
left Aug 29, 2022, registered Aug 30, 2022 (1 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
J.P. Morgan Securities LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Nov 13, 2021, registered Mar 23, 2022 (130 days) · Wirehouse to wirehouse · moved with a team
Merrill Lynch, Pierce, Fenner & Smith Incorporated to J.P. Morgan Securities LLC
left Oct 23, 2020, registered Oct 21, 2020 (-2 days) · Wirehouse to wirehouse · moved with a team

Signals

Timothy Filipi Cahyadi left Cresset Asset Management, Llc for J.P. Morgan Securities Llc (registered 2024-08-02)
May 28, 2024 · Advisor changed firm · fact
Timothy Filipi Cahyadi left J.P. Morgan Securities Llc for Cresset Asset Management, Llc (registered 2024-04-25)
Apr 20, 2024 · Advisor changed firm · fact
Timothy Filipi Cahyadi left Merrill Lynch, Pierce, Fenner & Smith Incorporated for J.P. Morgan Private Wealth Advisors Llc (registered 2022-08-30)
Aug 29, 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: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address