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
Jerald Larson Dunn
Certified Financial Planner
Feed of 09/15/2026
Also filed as Jerry Dunn
At current firm
0 y
since Jul 7, 2026
In the industry
46 y
since Apr 24, 1980 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Savvy independent RIA currentsince Jul 7, 2026 · New York, Ny
- Advisornet Wealth Partners independent RIAAug 5, 2021 to Jul 10, 2026 · Minnetonka, Mn
- United Capital Financial Advisors independent RIAJul 15, 2010 to Aug 31, 2021 · Fort Collins, Co
- Girard Securities, Inc. formerJul 15, 2010 to Mar 9, 2016 · Newport Beach, Ca
- Wells Fargo Advisors wirehouseNov 28, 2003 to Jul 15, 2010 · Fort Collins, Co
- UBS Financial Services Inc. wirehouseJan 1, 1999 to Dec 15, 2003 · Ft. Collins, Co
Moves
a registration end followed by a registration begin elsewhere
- Advisornet Wealth Partners to Savvyleft Jul 10, 2026, registered Jul 7, 2026 (-3 days) · RIA to RIA · moved with a team
- United Capital Financial Advisors to Advisornet Wealth Partnersleft Aug 31, 2021, registered Aug 5, 2021 (-26 days) · Affiliated broker-dealer or bank to independent RIA
- Girard Securities, Inc. to United Capital Financial Advisorsleft Mar 9, 2016, registered Jul 15, 2010 (-2064 days) · Other
- Wells Fargo Advisors to Girard Securities, Inc.left Jul 15, 2010, registered Jul 15, 2010 (0 days) · Other
- UBS Financial Services Inc. to Wells Fargo Advisorsleft Dec 15, 2003, registered Nov 28, 2003 (-17 days) · Wirehouse to wirehouse
Signals
- Jerald Larson Dunn left Advisornet Wealth Partners for Savvy (registered 2026-07-07)Jul 10, 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
- Independent wealth managerderived
- Years in industry
- 46derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address