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

Triana Raquel Arellano

Jefferies Investment Advisers LLCmixed wealthMiami, Fl dual registrantIAPD 7066720
Feed of 09/17/2026
Also filed as Triana Arellano
At current firm
0 y
since Aug 20, 2026
In the industry
10 y
since May 1, 2016 (earliest exam, job or registration)
Prior registered firms
0
IAPD previous registrations
State registrations
50
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
50
dated events on this person
Registration history
IAPD current and previous registrations
Moves
a registration end followed by a registration begin elsewhere
No firm change on the tape.
Signals
  • Triana Raquel Arellano added a MA registration at Jefferies Investment Advisers Llc
    Sep 16, 2026 · New state registration · fact
  • Triana Raquel Arellano added a AZ registration at Jefferies Investment Advisers Llc
    Sep 4, 2026 · New state registration · fact
  • Triana Raquel Arellano added a SD registration at Jefferies Investment Advisers Llc
    Aug 31, 2026 · New state registration · fact
  • Triana Raquel Arellano added a WV registration at Jefferies Investment Advisers Llc
    Aug 28, 2026 · New state registration · fact
  • Triana Raquel Arellano added a UT registration at Jefferies Investment Advisers Llc
    Aug 27, 2026 · New state registration · fact
  • Triana Raquel Arellano added a VI registration at Jefferies Investment Advisers Llc
    Aug 26, 2026 · New state registration · fact
  • Triana Raquel Arellano added a NJ registration at Jefferies Investment Advisers Llc
    Aug 26, 2026 · New state registration · fact
  • Triana Raquel Arellano added a ND registration at Jefferies Investment Advisers Llc
    Aug 25, 2026 · New state registration · fact
  • Triana Raquel Arellano added a LA registration at Jefferies Investment Advisers Llc
    Aug 25, 2026 · New state registration · fact
  • Triana Raquel Arellano added a ME registration at Jefferies Investment Advisers Llc
    Aug 25, 2026 · New state registration · fact
  • Triana Raquel Arellano added a NM registration at Jefferies Investment Advisers Llc
    Aug 25, 2026 · New state registration · fact
  • Triana Raquel Arellano added a NV registration at Jefferies Investment Advisers Llc
    Aug 24, 2026 · New state registration · fact
  • Triana Raquel Arellano added a NE registration at Jefferies Investment Advisers Llc
    Aug 24, 2026 · New state registration · fact
  • Triana Raquel Arellano added a FL registration at Jefferies Investment Advisers Llc
    Aug 24, 2026 · New state registration · fact
  • Triana Raquel Arellano added a GA registration at Jefferies Investment Advisers Llc
    Aug 21, 2026 · New state registration · fact
  • Triana Raquel Arellano added a VT registration at Jefferies Investment Advisers Llc
    Aug 21, 2026 · New state registration · fact
  • Triana Raquel Arellano added a MN registration at Jefferies Investment Advisers Llc
    Aug 20, 2026 · New state registration · fact
  • Triana Raquel Arellano added a MS registration at Jefferies Investment Advisers Llc
    Aug 20, 2026 · New state registration · fact
  • Triana Raquel Arellano added a MO registration at Jefferies Investment Advisers Llc
    Aug 20, 2026 · New state registration · fact
  • Triana Raquel Arellano added a MT registration at Jefferies Investment Advisers Llc
    Aug 20, 2026 · New state registration · fact
  • Triana Raquel Arellano added a NH registration at Jefferies Investment Advisers Llc
    Aug 20, 2026 · New state registration · fact
  • Triana Raquel Arellano added a AL registration at Jefferies Investment Advisers Llc
    Aug 20, 2026 · New state registration · fact
  • Triana Raquel Arellano added a NC registration at Jefferies Investment Advisers Llc
    Aug 20, 2026 · New state registration · fact
  • Triana Raquel Arellano added a OH registration at Jefferies Investment Advisers Llc
    Aug 20, 2026 · New state registration · fact
  • Triana Raquel Arellano added a OK registration at Jefferies Investment Advisers Llc
    Aug 20, 2026 · New state registration · fact
  • Triana Raquel Arellano added a PA registration at Jefferies Investment Advisers Llc
    Aug 20, 2026 · New state registration · fact
  • Triana Raquel Arellano added a PR registration at Jefferies Investment Advisers Llc
    Aug 20, 2026 · New state registration · fact
  • Triana Raquel Arellano added a RI registration at Jefferies Investment Advisers Llc
    Aug 20, 2026 · New state registration · fact
  • Triana Raquel Arellano added a SC registration at Jefferies Investment Advisers Llc
    Aug 20, 2026 · New state registration · fact
  • Triana Raquel Arellano added a TX registration at Jefferies Investment Advisers Llc
    Aug 20, 2026 · New state registration · fact
  • Triana Raquel Arellano added a VA registration at Jefferies Investment Advisers Llc
    Aug 20, 2026 · New state registration · fact
  • Triana Raquel Arellano added a WA registration at Jefferies Investment Advisers Llc
    Aug 20, 2026 · New state registration · fact
  • Triana Raquel Arellano added a WI registration at Jefferies Investment Advisers Llc
    Aug 20, 2026 · New state registration · fact
  • Triana Raquel Arellano added a WY registration at Jefferies Investment Advisers Llc
    Aug 20, 2026 · New state registration · fact
  • Triana Raquel Arellano added a NY registration at Jefferies Investment Advisers Llc
    Aug 20, 2026 · New state registration · fact
  • Triana Raquel Arellano added a AK registration at Jefferies Investment Advisers Llc
    Aug 20, 2026 · New state registration · fact
  • Triana Raquel Arellano added a AR registration at Jefferies Investment Advisers Llc
    Aug 20, 2026 · New state registration · fact
  • Triana Raquel Arellano added a CA registration at Jefferies Investment Advisers Llc
    Aug 20, 2026 · New state registration · fact
  • Triana Raquel Arellano added a CO registration at Jefferies Investment Advisers Llc
    Aug 20, 2026 · New state registration · fact
  • Triana Raquel Arellano added a CT registration at Jefferies Investment Advisers Llc
    Aug 20, 2026 · New state registration · fact
  • Triana Raquel Arellano added a DE registration at Jefferies Investment Advisers Llc
    Aug 20, 2026 · New state registration · fact
  • Triana Raquel Arellano added a HI registration at Jefferies Investment Advisers Llc
    Aug 20, 2026 · New state registration · fact
  • Triana Raquel Arellano added a ID registration at Jefferies Investment Advisers Llc
    Aug 20, 2026 · New state registration · fact
  • Triana Raquel Arellano added a IL registration at Jefferies Investment Advisers Llc
    Aug 20, 2026 · New state registration · fact
  • Triana Raquel Arellano added a IN registration at Jefferies Investment Advisers Llc
    Aug 20, 2026 · New state registration · fact
  • Triana Raquel Arellano added a IA registration at Jefferies Investment Advisers Llc
    Aug 20, 2026 · New state registration · fact
  • Triana Raquel Arellano added a KS registration at Jefferies Investment Advisers Llc
    Aug 20, 2026 · New state registration · fact
  • Triana Raquel Arellano added a KY registration at Jefferies Investment Advisers Llc
    Aug 20, 2026 · New state registration · fact
  • Triana Raquel Arellano added a MD registration at Jefferies Investment Advisers Llc
    Aug 20, 2026 · New state registration · fact
  • Triana Raquel Arellano added a MI registration at Jefferies Investment Advisers Llc
    Aug 20, 2026 · New state registration · 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
Wealth manager with institutional or fund businessderived
Years in industry
10derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address