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
Jalisa Yolanda Beckwith
Feed of 09/14/2026
Also filed as Jalisa Wright
At current firm
0 y
since Nov 13, 2025
In the industry
10 y
since Dec 1, 2015 (earliest exam, job or registration)
Prior registered firms
3
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
3
dated events on this person
Registration history
IAPD current and previous registrations
- Morgan Stanley wirehouse currentsince Nov 13, 2025 · Baltimore, Md
- T. Rowe Price Advisory Services, Inc. BD affiliatedMay 7, 2024 to Nov 14, 2025 · Owings Mills, Md
- Morgan Stanley wirehouseNov 14, 2022 to Apr 24, 2024 · Baltimore, Md
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFeb 11, 2020 to Oct 20, 2022 · New York, Ny
Moves
a registration end followed by a registration begin elsewhere
- T. Rowe Price Advisory Services, Inc. to Morgan Stanleyleft Nov 14, 2025, registered Nov 13, 2025 (-1 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team
- Morgan Stanley to T. Rowe Price Advisory Services, Inc.left Apr 24, 2024, registered May 7, 2024 (13 days) · Wirehouse to affiliated broker-dealer or bank
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Morgan Stanleyleft Oct 20, 2022, registered Nov 14, 2022 (25 days) · Wirehouse to wirehouse · moved with a team
Signals
- Jalisa Yolanda Beckwith left T. Rowe Price Advisory Services, Inc. for Morgan Stanley (registered 2025-11-13)Nov 14, 2025 · Advisor changed firm · fact
- Jalisa Yolanda Beckwith left Morgan Stanley for T. Rowe Price Advisory Services, Inc. (registered 2024-05-07)Apr 24, 2024 · Advisor changed firm · fact
- Jalisa Yolanda Beckwith left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Morgan Stanley (registered 2022-11-14)Oct 20, 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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address