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
James Mcrae Izett
Chartered Financial Consultant
Feed of 09/14/2026
At current firm
0 y
since Oct 21, 2025
In the industry
40 y
since Mar 18, 1986 (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
- Izett & Associates, LLC state registered currentsince Oct 21, 2025 · Suwanee, Ga
- Onedigital institutionalMay 12, 2017 to Jul 3, 2025 · Lilburn, Ga
- Adviseme National Advisors formerSep 11, 2014 to Jul 20, 2017 · Lilburn, Ga
- Independent Financial Group, LLC BD affiliatedAug 7, 2014 to May 1, 2017 · San Diego, Ca
- Financial Telesis, Inc. formerApr 11, 2012 to Aug 5, 2014 · San Rafael, Ca
- Equitable Advisors, LLC national BDApr 14, 2004 to Mar 21, 2012 · Chattanooga, Tn
Moves
a registration end followed by a registration begin elsewhere
- Onedigital to Izett & Associates, LLCleft Jul 3, 2025, registered Oct 21, 2025 (110 days) · Other
- Adviseme National Advisors to Onedigitalleft Jul 20, 2017, registered May 12, 2017 (-69 days) · Other
- Independent Financial Group, LLC to Adviseme National Advisorsleft May 1, 2017, registered Sep 11, 2014 (-963 days) · Other
- Financial Telesis, Inc. to Independent Financial Group, LLCleft Aug 5, 2014, registered Aug 7, 2014 (2 days) · Other
- Equitable Advisors, LLC to Financial Telesis, Inc.left Mar 21, 2012, registered Apr 11, 2012 (21 days) · Other
Signals
- James Mcrae Izett left Onedigital for Izett & Associates, Llc (registered 2025-10-21)Jul 3, 2025 · 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
- STATE REGISTEREDderived
- Years in industry
- 40derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address