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

Joseph Lewis Powanda

J.P. Morgan Securities LLCwirehousePonte Vedra Beach, Fldual registrantIAPD 7158700

Feed of 09/14/2026

Also filed as Joe Powanda

At current firm

0 y

since Jul 20, 2026

In the industry

10 y

since Jun 1, 2016 (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

J.P. Morgan Securities LLC wirehouse current
since Jul 20, 2026 · Ponte Vedra Beach, Fl
Range Advisory, LLC independent RIA
Sep 11, 2025 to Jun 19, 2026 · Mclean, Va
Modera Wealth Management, LLC independent RIA
Nov 21, 2024 to Sep 5, 2025 · Westwood, Nj
Bay Point Wealth former
Aug 10, 2022 to Nov 21, 2024 · Washington, Dc

Moves

a registration end followed by a registration begin elsewhere

Range Advisory, LLC to J.P. Morgan Securities LLC
left Jun 19, 2026, registered Jul 20, 2026 (31 days) · RIA to wirehouse
Modera Wealth Management, LLC to Range Advisory, LLC
left Sep 5, 2025, registered Sep 11, 2025 (6 days) · RIA to RIA
Bay Point Wealth to Modera Wealth Management, LLC
left Nov 21, 2024, registered Nov 21, 2024 (0 days) · RIA to RIA · moved with a team

Signals

Joseph Lewis Powanda left Range Advisory, Llc for J.P. Morgan Securities Llc (registered 2026-07-20)
Jun 19, 2026 · Advisor changed firm · fact
Joseph Lewis Powanda left Modera Wealth Management, Llc for Range Advisory, Llc (registered 2025-09-11)
Sep 5, 2025 · Advisor changed firm · fact
Joseph Lewis Powanda left Bay Point Wealth for Modera Wealth Management, Llc (registered 2024-11-21)
Nov 21, 2024 · 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