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

Jacob Tyler Wilsie

Arax Advisory PartnersBD affiliatedNew York, Ny dual registrantIAPD 7154032

Feed of 09/14/2026

Also filed as Jacob Tyler Wilsie

At current firm

0 y

since Jul 30, 2026

In the industry

12 y

since Jan 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Arax Advisory Partners BD affiliated current
since Jul 30, 2026 · Dallas, Tx
LPL Financial LLC BD affiliated
Apr 1, 2025 to Jun 10, 2025 · Muskogee, Ok
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jul 20, 2023 to Nov 16, 2024 · Oklahoma City, Ok
Cetera Advisor Networks LLC former
Mar 3, 2023 to Mar 9, 2023 · Oklahoma City, Ok
Fidelity Personal And Workplace Advisors former
Oct 25, 2021 to Jan 11, 2023 · Westlake, Tx

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to Arax Advisory Partners
left Jun 10, 2025, registered Jul 30, 2026 (415 days) · Affiliated broker-dealer or bank to another
Merrill Lynch, Pierce, Fenner & Smith Incorporated to LPL Financial LLC
left Nov 16, 2024, registered Apr 1, 2025 (136 days) · Wirehouse to affiliated broker-dealer or bank
Cetera Advisor Networks LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Mar 9, 2023, registered Jul 20, 2023 (133 days) · Affiliated broker-dealer or bank to wirehouse
Fidelity Personal And Workplace Advisors to Cetera Advisor Networks LLC
left Jan 11, 2023, registered Mar 3, 2023 (51 days) · Affiliated broker-dealer or bank to another

Signals

Jacob Tyler Wilsie left Lpl Financial Llc for Arax Advisory Partners (registered 2026-07-30)
Jun 10, 2025 · Advisor changed firm · fact
Jacob Tyler Wilsie left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Lpl Financial Llc (registered 2025-04-01)
Nov 16, 2024 · Advisor changed firm · fact
Jacob Tyler Wilsie left Cetera Advisor Networks Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2023-07-20)
Mar 9, 2023 · Advisor changed firm · fact
Jacob Tyler Wilsie left Fidelity Personal And Workplace Advisors for Cetera Advisor Networks Llc (registered 2023-03-03)
Jan 11, 2023 · 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: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address