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
Jennifer Anne Rushing
Feed of 09/14/2026
At current firm
2 y
since Jul 9, 2024
In the industry
10 y
since Sep 1, 2016 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
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
- Silver Oak Securities, Inc. BD affiliated currentsince Jul 9, 2024 · Knoxville, Tn
- Osaic Wealth, Inc. BD affiliatedJun 14, 2024 to Jul 8, 2024 · Scottsdale, Az
- Securities America Advisors, Inc. formerNov 19, 2020 to Jun 14, 2024 · Knoxville, Tn
- Ladenburg Thalmann Asset Management Inc otherJul 21, 2020 to Nov 17, 2020 · Knoxville, Tn
- Ssn Advisory, Inc. formerJul 19, 2019 to Sep 18, 2020 · Knoxville, Tn
Moves
a registration end followed by a registration begin elsewhere
- Osaic Wealth, Inc. to Silver Oak Securities, Inc.left Jul 8, 2024, registered Jul 9, 2024 (1 days) · Affiliated broker-dealer or bank to another
- Securities America Advisors, Inc. to Osaic Wealth, Inc.left Jun 14, 2024, registered Jun 14, 2024 (0 days) · corporate re-registration, not a move
- Ladenburg Thalmann Asset Management Inc to Securities America Advisors, Inc.left Nov 17, 2020, registered Nov 19, 2020 (2 days) · channel change inside one enterprise, not a move
- Ssn Advisory, Inc. to Ladenburg Thalmann Asset Management Incleft Sep 18, 2020, registered Jul 21, 2020 (-59 days) · channel change inside one enterprise, not a move
Signals
- Jennifer Anne Rushing left Osaic Wealth, Inc. for Silver Oak Securities, Inc. (registered 2024-07-09)Jul 8, 2024 · 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